Your first 15 minutes

The whole new-account path in order — accept your invite, add your business details, buy a number, add your team, and go live.

If you were invited to a Hey Quad organization, this is the path from that invite to placing your first real call. Most of it takes a few minutes each; the two steps that take longer — your 911 address and text-message registration — are called out below.

1. Accept your invitation

Open the invite email from Hey Quad and click through to the invite link.

• Already have a Hey Quad account and you're signed in? The card reads Accept invitation — click it and you're in. No new password needed.
• New to Hey Quad? Set a name and password first, then continue. Either way you land in the organization as its Owner.

From here the onboarding wizard walks you through the rest, and you can leave and come back to it any time from the banner at the top of your dashboard.

2. Business profile

Enter your legal business name and entity type. If you have an EIN, enter it — it's checked against IRS formatting, so type it exactly as it appears on your EIN confirmation letter. Sole proprietors can skip the EIN.

This isn't just paperwork: your legal name and EIN are what get used later if you register for text messaging, sign agreements, or transfer a number in from another carrier. Getting it right here saves a rejection later.

3. Your service address

This is the address your service operates from, and you enter it yourself — there's no waiting on anyone. It does three things at once:

• Sets your tax jurisdiction, so your invoices are taxed correctly.
• Registers your 911 (emergency) address. Federal law requires that a 911 call from your system reach your local dispatcher with a real street address attached, not just a caller ID. This is what makes that possible.
• Unlocks your seat pricing. Your per-seat price isn't set until a service address is on file, so this step also determines what your team costs each month.

Once you save the address, Hey Quad validates it in the background — this is usually quick, but can take a little longer if the address needs a closer look. You'll see the step turn green once it's validated.

Never dial 911 to test this. Once your address shows validated, dial 933 instead — it's the carrier's dedicated test line, reads your address back to you, and never places a real emergency call.

4. Buy your first number

Search by area code, city, or a digit pattern you like, and confirm. The moment the number is yours, it's already wired to ring your first extension — you don't have to set up routing before it's usable. You can change where it rings any time from the Phone numbers page once you've built out more of your call flow.

5. Add your team

Create an extension for each person. The fastest option is a WebRTC extension — it works immediately in the browser or mobile app with no hardware and no setup delay. If someone's using a desk phone, create a hardware extension and give them the provisioning URL shown on it; most phones pull their configuration automatically once that URL is entered.

An extension only counts toward your bill once it has at least one device attached, so it's fine to create extensions ahead of getting everyone their phones.

6. Add a payment method

Add a card on the Billing step. If your account is being set up with billing handled directly by an onboarding specialist instead, this step will say so and won't block you.

7. Agreements

Review and accept your Hey Quad agreements. If you accepted your invitation while already signed in, this step is often already done — accepting the invite accepts them for you.

Outbound calling turns on automatically

Once your service address, agreements, and billing are all complete, outbound calling switches on by itself — there's no separate approval step and nothing to wait on a person for. You'll see this reflected on the setup banner: it counts down as you finish each step and disappears once everything required is done.

Inbound calls to your new number work as soon as it's routed, even before that switch flips — it's outbound that waits on setup being complete.

Text messaging (optional, and it takes longer)

If you plan to text customers, start your A2P 10DLC registration from the Text messaging step whenever you're ready — it never blocks going live or placing calls. This is a carrier requirement, not a Hey Quad one: US carriers require every business sending texts to register first. Brand approval is usually fast; full campaign approval can take a few days. Until it's approved, any texts you send are refused with a plain reason shown in your console, rather than silently failing — see Set up text messaging for the full walkthrough.

What's next

• Set up your first call flow — go beyond "ring one extension" with an IVR, hold music, or voicemail.
• Your service is being set up — what the setup banner means and how to tell what's still open.
• What is a seat — how your team's devices turn into your monthly bill.