Setting Up Your Practice Phone

Step 1: Provision a new number

After signing in to Soli Line, you will be prompted to set up your first phone number. You have two options: a local number in your preferred area code, or a toll-free number (typically an 800, 833, or 844 prefix). Local numbers are a natural choice if your clients are primarily in your geographic area. Toll-free numbers work well for practices that serve clients across state lines or want a professional national presence.

Select the type you prefer, search by area code or city, and confirm your selection. The number is active within seconds. Soli provisions phone numbers through Telnyx, a tier-one carrier, so call quality and reliability are carrier-grade.

Step 2: Port an existing number (optional)

If you already have a practice phone number and want to keep it, you can port it to Soli Line instead of provisioning a new one. Porting transfers your existing number from your current carrier to Soli so that all calls and texts to that number arrive in the Soli Line application.

To start a port, go to your line settings and select Port Existing Number. You will need your current carrier name, account number, and the PIN or authorization code associated with your account. The porting process typically takes 7 to 10 business days. During this time, your existing number continues to work normally. Once the port completes, all calls and texts are routed to Soli Line automatically.

We recommend provisioning a temporary Soli number to familiarize yourself with the application while your port is in progress. You can remove the temporary number after the port is complete.

Step 3: Record your voicemail greeting

Navigate to your number settings and select Voicemail. You can record a greeting directly from your desktop application or upload an audio file. A professional greeting should include your practice name, a note that you will return the call, and a reminder that the client can leave a message or send a text.

Soli Line automatically transcribes every voicemail. The transcript is encrypted before it is stored, so only your authorized devices can read it. You will see both the audio recording and the written transcript in your inbox.

Step 4: Configure business hours and call forwarding

Under your number settings, open Call Routing to set your business hours. Specify the days and times you are available to receive calls. Outside those hours, Soli Line can automatically route calls to voicemail, forward them to a personal phone or colleague, or send them to the AI receptionist (if enabled).

Call forwarding is configured per-number. For example, you might forward after-hours calls to voicemail on weekdays and forward weekend calls directly to an on-call colleague. You can also enable missed-call-to-text, which automatically sends an SMS to the caller when you are unable to answer — something like "Thank you for calling. I am currently with a client and will return your call shortly. Feel free to text me here."

Step 5: Install the desktop application

Soli Line runs as a desktop application on macOS, Windows, and Linux. Download the installer from your account dashboard or from meetsoli.com. Sign in with the same credentials you used to create your account. The desktop application is where you make and receive calls, read and send encrypted text messages, review voicemails, and manage your contacts.

When the application is open, incoming calls ring on your computer with an on-screen notification showing the caller number. You can answer, decline, or send the call to voicemail from the notification. All message history is stored locally in an encrypted database on your machine for fast offline access.

Step 6: Install the mobile application

Soli Line is also available on iOS and Android. Download it from the App Store or Google Play and sign in with your account credentials. The mobile application gives you full access to calls, SMS, voicemail, and team messaging from your phone — without exposing your personal phone number to clients.

Push notifications alert you to incoming calls and new messages even when the application is in the background. The notification content never includes message text or caller details — it simply says "New message" or "Incoming call" to protect privacy on your lock screen.

Step 7: Make your first test call

Before sharing your new number publicly, make a test call. From the Soli Line application, dial your personal phone. The call will show your practice number as the caller ID. Then call your practice number from your personal phone to confirm the ring, voicemail, and routing all work as expected.

Send a test text message as well. From the application, text your personal phone. You should receive a standard SMS from your practice number. Reply to it from your personal phone and confirm the reply appears in the Soli Line conversation thread.

Step 8: Set up team messaging

If you work with other clinicians or administrative staff, Soli Line includes encrypted internal messaging. Team chat is separate from client SMS — it is a private channel between practice members. You can create group channels (for example, "Front Desk" or "Clinical Team") and send direct messages to individual colleagues.

Team messages are encrypted end-to-end using the same key model as client messages. Your server administrator cannot read team conversations. This makes it safe to discuss scheduling, case coordination, or practice logistics without worrying about data exposure.

What to do next

Once your phone is set up, consider enabling the AI receptionist to handle calls when you are unavailable. If you run a group practice, see our guide on group practice setup to learn about adding team members and managing multiple lines. And if you use Soli Forms as well, the automation flows guide explains how to connect form submissions to automatic follow-up actions.