Free Trial Setup or “What do I do now?” (KB)

What is the Free Trial For?

Unlike most communication services, RingRx offers a free trial so you can test the features that matter most to your practice and make sure we’re the right fit. We want you to be confident in your choice, so there’s no long-term commitment until you’re ready.

Please note: the trial is intended for testing and is not a replacement for your primary phone service—though you can use it as such, there are some limitations.

The Free Trial is designed for testing:

Download the mobile app and log in
Make test calls, faxes, and texts
Set up call routing features like menus and ring groups
Create a voicemail greeting, leave some voicemails, and play them back
Log into the portal and explore the interface
Add other users to practice transferring calls and dialing extensions

There’s much more you can explore! If you’re unsure what to do next, browse our support articles or reach out to our support team for help. Just click the Contact Support button at the top of this page.

What Phone Should I Use?

RingRx offers three types of phones for all Users: a mobile app, a web-based softphone, and desk phones. Desk phones are typically not included in the trial, since shipping times and costs can be impractical for most users. However, the mobile app and web-based softphone are available immediately and can be used as soon as your trial account is set up.

Watch Mobile App Demo Video

How does the mobile app work

Setup Your Voicemail Greeting

This is a quick and straightforward step that’s worth doing. It lets you experience the system firsthand and see how easy it is to manage voicemails. We recommend leaving a few test messages so you can try out the full functionality.

You can add or update your voicemail greeting directly from the dashboard in your customer portal. Learn more here.

Add Users

If you’re the only person on your team, you can skip this step. But if you want to test features like call routing, transferring, or extension dialing, it’s helpful to add one or two other users. For the trial, we generally recommend keeping it to no more than five users, though you can add more if needed. Remember, this is just a test—it’s not a replacement for your current phone service.

You can add users yourself or ask our support team for help. For step-by-step instructions, just click here.

Make Calls, Texts, and Faxes

One of the most important things to test is how calling, texting, and faxing work (note that texting and faxing aren’t included in all plans). You can test with a co-worker, a friend, or even another phone you own. We don’t recommend testing from the RingRx mobile app to the same device the app is installed on, as it can get confusing—but it’s possible if you can keep track of which device is doing what.

Keep in mind that audio quality on internet-based (VoIP) services like RingRx can vary depending on your network. If you notice any issues, check out this article for tips on resolving them.

Ring Groups, Menus, and Other Call Routing Features

If you’re a solo provider, these features may be less relevant than they are for larger practices. You’re welcome to set them up and explore, but if you’re unsure whether you need them, it’s fine to skip them during the trial—they can take some time to configure. For larger offices, however, these features are often important, so we recommend setting them up to get the full experience.

Caller ID

You don’t need to set up caller ID during the trial, but you’re welcome to if you’d like. Caller ID for business-class phone services can be a bit more complicated than most people expect—but don’t worry, you can learn more here.

Adding a Payment Method

You don’t need to add a payment method during the trial. If you choose to add one at any point, your account will continue automatically until you decide to cancel. There’s no contract, and you can cancel at any time.

Texting Campaign Registration

The Campaign Registry was created to regulate and authenticate A2P (application-to-person) text messaging, including messages sent by non-cellphone services such as VoIP providers, to cell phones on U.S. wireless networks. For example, if your business wants to send a text message to a patient’s mobile phone, you will need to register with the Campaign Registry to ensure deliverability and compliance.

You will not be able to send text messages to patients during your free trial until your TCR application is submitted and approved. We will help you with your application process, but it may take up to 10 days. If it is imperative for you to send text messages during your free trial, you should complete the process as quickly as possible. More details can be found here.

Getting a Business Associate Agreement (“BAA”)

You’re welcome to request a BAA at any time, though it’s not required. Your RingRx service maintains the same security standards whether or not you have a BAA. Since the Free Trial is intended for testing, we don’t expect any sensitive information to be stored on your account—but the choice is yours. If you’d like to proceed, please go here.

Porting During Your Free Trial

If you have an existing number with another service, you can start porting it to RingRx at any time during your trial. The trial and porting process are separate, so plan accordingly and keep an eye on your trial’s expiration. Please note that we do not extend trials to accommodate the porting process.

Cancelling Your Free Trial

We don’t require a credit card to start your trial, so you won’t be charged if you decide not to continue. You don’t need to cancel your trial—but if you’d like to, you can do so here. If you just want to stop receiving emails, click the “unsubscribe” link at the bottom of any email.

That covers most of what we recommend for trying out the basics. For more details, check out the other articles in this section, and don’t hesitate to reach out if you have questions or need assistance. Our support team is always happy to help—just click the Contact Support button at the top of this page.