Bootcamp 1 – Initial Setup and Configuration

This is the first in a series of bootcamps aimed at getting your new YourCloudTelco White Label account setup, and have you running your own Telco business in no time.

With YourCloudTelco you can develop your own VoIP telecommunications business, with a great Cloud PBX service offering to take to your customers. To help you get the most out of YourCloudTelco we’ve created four Bootcamps:

  1. Initial Setup and Configuration
  2. Billing and Payments
  3. Porting and Provisioning
  4. Help and Support

The first bootcamp will show you how to set up the underlying telecommunications calling rates and plans which you will offer to your customers.

Plans

A Calling Plan determines the rates which a customer will be charged every time they make an outbound call, and also for some inbound calls such as 1300 call collection. So, each customer account therefore needs to be assigned a Calling Plan.

We have created a pricing model in Excel which we recommend you use as a base to design your calling rates and charges.  We can step through this with you initially to help you understand how the various plans and rates all fit together. Get in touch with our team to receive your copy of the YourCloudTelco Rates and Plan model and to make time for some one-on-one guidance.

Create Number Plans

We suggest creating Number Plans as the first step in configuring your numbers and plans. This is an important step, and one that you should take a moment to understand.

Create Number Plans

DESCRIPTION

This is the name of your number plan and we recommend adding a name that is easily recognised, eg 1300 Number or Bundled Number.

PRICE

This is the price that you will charge the customer for this particular number type on their account. Numbers are charged monthly, and you should add this figure excluding GST. An example price is $0.00 for a Bundled Number.

DESTINATION

Use the filters to create your destination Calling Group. In this example, the filter includes Australia, outbound calls only, for Fixed, Local and Mobile calls. This means that all local, national (fixed) and mobile calls will be included in the calling group.

PUBLISH

Do you want to make this number plan available to your customers? An example of where you would not publish a number plan is say a 1/100 Number block where you have each number priced individually. Where 100 numbers are charged at say $0.50 each, and yet a single number is charged at $2.00 each. The customer would then be able to apply the charges of $0.50 to all their numbers. So in this case, you would NOT publish this number plan.

CALL GROUP

You can add your number plans to individual calling groups, say Local and National. You would use this in conjunction with setting an allocation of Minutes (below) to the number. An example of this would be setting up a vFax Number Plan, which includes Local and National calls, and say an allocation of 200 minutes.

MINUTES

Most of the time this will be 0, although you can include an allocation of minutes in a number plan. If you have set an allocation of minutes, say as per the vFax example above, you would set a price that would reflect the Calling Group and the allocation of minutes. The customer would be charged ONLY for the number, and not for any individual calls. These would be charged at $0.00.

SUPPORTED NUMBER TYPES

You can select the number type that reflects the area and rates associated with the type of calling that will be made from numbers using this Number Plan. An example, we’ve created a Local vFax number, so we select the supported number types “Australian Regional Fax” and “Australian Regional”. You select both these options so you can offer the choice to remove the fax and convert this back to a voice number if required.

YourCloudTelco needs to know how much to charge a customer account for each number allocated to that account – even if this charge is $0.00. So we create Number Plans which are in turn used inside of Plans. Let’s step this through.

  1. Description. This is the name of your number plan and we recommend adding a name that is easily recognised, eg 1300 Number or Bundled Number.
  2. Price. This is the price that you will charge the customer for this particular number type on their account. Numbers are charged monthly, and you should add this figure excluding GST. An example price is $0.00 for a Bundled Number.
  3. Number type. This can be either Voice or vFax, or you can leave this as any. Remember that you may want to charge your customers more for the higher value service of a vFax to reflect your costs.
  4. Publish. Do you want to make this number plan available to your customers? An example of where you would not publish a number plan is say a 1/100 Number block where you have each number priced individually. Where 100 numbers are charged at say $0.50 each, and yet a single number is charged at $2.00 each. The customer would then be able to apply the charges of $0.50 to all their numbers. So in this case, you would NOT publish this number plan.
  5. Calling group. You can add your number plans to individual calling groups, say Local and National. You would use this in conjunction with setting an allocation of Minutes (below) to the number. An example of this would be setting up a vFax Number Plan, which includes Local and National calls, and say an allocation of 200 minutes.
  6. Minutes. Most of the time this will be 0, although you can include an allocation of minutes in a number plan. If you have set an allocation of minutes, say as per the vFax example above, you would set a price that would reflect the Calling Group and the allocation of minutes. The customer would be charged ONLY for the number, and not for any individual calls. These would be charged at $0.00.
  7. Supported number types. You can select the number type that reflects the area and rates associated with the type of calling that will be made from numbers using this Number Plan. An example, we’ve created a Local vFax number, so we select the supported number types “Australian Regional Fax” and “Australian Regional”. You select both these options so you can offer the choice to remove the fax and convert this back to a voice number if required.
  8. Save your changes.

Once a Number Plan is in use only the price can be updated. Other fields cannot be edited.

Create a Calling Group

You can create calling regions that can be assigned to plans. This gives you flexibility in offering some unique bundles dependant upon the type of customers you have and their location. For example, for Trans-Tasman customers, you may want to create a calling group which lets customers call all numbers in Australian and New Zealand, all at one set price.

Create a Calling Group

CALLING GROUP NAME

Create a name that is easy for you to recognise as this makes it easier to manage going forward, and is also something you can use in marketing to your customers.

DESCRIPTION

Make this as clear as possible. In this example, we can see the group is clearly Australian landline and mobile calling.

DESTINATION

Use the filters to create your destination Calling Group. In this example, the filter includes Australia, outbound calls only, for Fixed, Local and Mobile calls. This means that all local, national (fixed) and mobile calls will be included in the calling group.

Use these steps to learn how to create and use Calling Groups.

  1. Calling Group name. Create a name that is easy for you to recognise as this makes it easier to manage going forward, and is also something you can use in marketing to your customers.
  2. Description. Make this as clear as possible. In this example, we can see the group is clearly Australian landline and mobile calling.
  3. Destination. Use the filters to create your destination Calling Group. In this example, the filter includes Australia, outbound calls only, for Fixed, Local and Mobile calls. This means that all local, national (fixed) and mobile calls will be included in the calling group.
  4. Save your Calling Group.

Learn more on how to add Calling Groups into your Plans.

Create a new Plan

Each account must be assigned a Plan which sets the per month pricing, calling rates and price for numbers and channels. This is essential to any telecommunications service. You can create pay-as-you-go plans or inclusive auto-renew plans which have an allocation of numbers, channels and calling.

Create a new plan

PUBLISH YOUR PLAN

Do you want your customers to see every plan or just a select few?

This is a great option for allowing you to have plans available for customers to select from themselves when they sign up or when they want to change plans. Unpublished plans can be used for VIP customers or for offering rates that you want to limit public visibility on.

PLAN NAME

We recommend using the same name you will use when you're marketing the plan.

PRICE

This is the monthly price that will be charged to your customer for the plan. Note this is entered excluding GST.

NUMBERS

This is how many DID numbers you will include in the new Plan. The way the included numbers are charged are set up in Number Plans.

CHANNELS

Set the number of channels you will include with this plan. You can offer more channels via Channels setup.

DEFAULT PLAN

When you create a new customer account it is assigned the Default Plan and this will remain so until you, or your customer, changes this.

When the plan is changed, this is pro-rated for the month.

You can create a new Default Plan at any time and change this.

INCLUDED NUMBER PLAN

If you are including numbers in your plan, you can determine how the numbers are charged – or not – by selecting the Number plan for the Included numbers. An example of this could be “Bundled Line” which sets the charge for the number at $0.00.

DEFAULT ADDITIONAL PLAN

This determines the Number plan that is used once an allocation of numbers in a plan is exhausted. As an example, a plan that includes five numbers might use “Bundled Line”, then the sixth number added to the account would be charged. You might use “Local Line” which sets the charge for the number at $5.00.

ADD BUNDLE MINUTES

You can set the number of calling minutes included in the bundle. You can add say, 5,000 Local minute, 2,000 mobile minutes etc. The type of minutes you can add are set up in Calling Groups.

ALLOWED ADD-ONS

This gives your customers some flexibility and options around the volume of calling. You might set up a default calling plan or bundle which a customer is happy with, but from time to time they may want to increase say, calls to mobiles. You can offer additional bundled calling minutes for various Calling Groups.

The steps below will give you guidance on creating a new plan, and explain some of the aspects used in other parts of this initial configuration.

  1. Publish your plan. Do you want your customers to see every plan or just a select few? This is a great option for allowing you to have plans available for customers to select from themselves when they sign up or when they want to change plans. Unpublished plans can be used for VIP customers or for offering rates that you want to limit public visibility on.
  2. Plan name. We recommend using the same name that you will be marketing the plan.
  3. Price. This is the monthly price that will be charged to your customer. Note this is entered excluding GST.
  4. Numbers. This is how many DID numbers you will include in the new Plan. The way the included numbers are charged are set up in Number Plans.
  5. Channels. A simultaneous call includes calls on hold, in a call queue or Auto-Attendant, as well as an actually call. Each call requires one channel, and a call on hold requires one channel. The ratio of channels to number is not 1:1. So you may want to consider the number of channels you add to a plan in line with the numbers you allocate, eg 10 x numbers and 5 x channels. A simultaneous call includes calls on hold, in a call queue or Auto-Attendant, as well as an actually call. Set the number of channels you will include with this plan. You can offer more channels via Channels setup.
  6. Default plan. When you create a new customer account it is assigned to the Default Plan.
  7. Included number plan. If you are including numbers in your plan, you can determine how the numbers are charged – or not – by selecting the Number plan for the Included numbers. An example of this could be “Bundled Line” which sets the charge for the number at $0.00.
  8. Default additional number plan. This determines the Number plan that is used once an allocation of numbers in a plan is exhausted. As an example, a plan that includes five numbers might use “Bundled Line”, then the sixth number added to the account would be charged. You might use “Local Line” which sets the charge for the number at $5.00.
  9. Add bundle minutes. You can set the number of calling minutes included in the bundle. You can add say, 5,000 Local minute, 2,000 mobile minutes etc. The type of minutes you can add are set up in Calling Groups.
  10. Allowed add-ons. This gives your customers some flexibility and options around the volume of calling. You might set up a default calling plan or bundle which a customer is happy with, but from time to time they may want to increase say, calls to mobiles. You can offer additional bundled calling minutes for various Calling Groups.

Create Add-ons

Add-ons are calling minutes only. You can create individual bundles of minutes which customers can then append to their existing plans if they need more calling minutes.

Create add-on

PUBLISH YOUR ADD-ON

Decide whether you will make this add-on available to your customers. You might want to create add-ons that can only be assigned to customers by you from inside your YourCloudTelco Management CAP.

DESCRIPTION

This is the name of your add-on plan and we recommend adding a name that is easily recognised, eg Mobile 500.

CALLING GROUP

Choose an applicable calling group to determine the calling destinations and/or type of calls that can be made using this add-on. An example of this is Australian Mobile, so this ad-on can be used only to make calls to mobile phones within Australia.

MINUTES

Give the add-on an allocation of minutes. In this example we’ve made an add-on called Mobile 500, and we can add 500 minutes. So this means the add-on will allow the customer to use 500 minutes for calls to Australian mobiles. Once this allocation of minutes is used, the customer can choose a new add-on or default to the calling overage charges on their plan.

PRICE

Set the price for this add-on bundle. The price you enter here is exclusive of GST.

ALLOWED PLANS

Select the Plan that this add-on can be used with. If you have not created the Plan yet you can come back and do this later.

Why create an add-on?

Many customers like to budget on their calling each month. They want to be sure they are managing their calling expenditure. So, they will take an bundle which auto-renews each month for a set amount, say $39.99. Once their allocation of calling minutes is used, each call is charged at overage rates. Instead of this, the customer may decide to take an addition bundle of calling minutes, say 500 minutes of calls to mobiles for $X.XX, being sure they can manage their budget.

Follow these steps to create a new Add-on.

  1. Publish. Decide whether you will make this add-on available to your customers. You might want to create add-ons that can only be assigned to customers by you from inside your YourCloudTelco Management CAP.
  2. Description. This is the name of your add-on plan and we recommend adding a name that is easily recognised, eg Mobile 500.
  3. Calling Group. Choose an applicable calling group to determine the calling destinations and/or type of calls that can be made using this add-on. An example of this is Australian Mobile, so this ad-on can be used only to make calls to mobile phones within Australia.
  4. Minutes. Give the add-on an allocation of minutes. In this example we’ve made an add-on called Mobile 500, and we can add 500 minutes. So this means the add-on will allow the customer to use 500 minutes for calls to Australian mobiles. Once this allocation of minutes is used, the customer can choose a new add-on or default to the calling overage charges on their plan.
  5. Price. Set the price for this add-on bundle. The price you enter here is exclusive of GST.
  6. Allowed plans. Select the Plan that this add-on can be used with. If you have not created the Plan yet you can come back and do this later.
  7. Remember to save your settings.

Additional Channels

When you create a Plan you allocate the number of channels to this. As per the example above, you may allocate 10 x numbers to an account and 5 x channels. Here you get the option to create Channels as an add-on. So for a customer that wants to have 10 simultaneous calls, they would require 10 channels. A simultaneous call includes calls on hold, in a call queue or Auto-Attendant, as well as an actually call.

VoIP Channels

DESCRIPTION

This is set by default as “Voice Channels” however you can rename this to “SIP Trunks” or “VoIP Channels”.

COST

Set the amount you will be charging for channel blocks. The amount you enter should be exclusive of GST.

BLOCK SIZE

Choose between 1-10 for the block size of channels that you will be making available.

UPDATE EXISTING CHANNELS

When you configure, or update, your channel blocks you can choose to update the number of channels in those channel blocks already allocated on customer accounts. Note that if you reduce the channels in a block, this may result in customers not being able to make calls. You will need to ensure those customers with allocated channels still have sufficient channels to make simultaneous calls.

You can only create one new Channel block as an add-on. Determine the right number of channels you want to set up.

  1. Description. This is set by default as “Voice Channels” however you can rename this to “SIP Trunks” or “VoIP Channels”.
  2. Cost. Set the amount you will be charging for channel blocks. The amount you enter should be exclusive of GST.
  3. Block size. Choose between 1-10 for the block size of channels that you will be making available.
  4. Update existing channels. When you configure, or update, your channel blocks you can choose to update the number of channels in those channel blocks already allocated on customer accounts. Note that if you reduce the channels in a block, this may result in customers not being able to make calls. You will need to ensure those customers with allocated channels still have sufficient channels to make simultaneous calls.
  5. Remember to Save your settings.

Set Calling Rates

Each call that is made, whether inbound or outbound, must have a charge associated with this, even if it is $0.00. You can set the charges for your calls individually for each type of call, alternatively you can apply a percentage margin across all calls.

Configure Calling Rates

ONLY SHOW SELECTED

You can select individual countries and calling destination types and then show only those selected. This is useful for example if you want to update only mobile rates for certain countries.

SELECT RATE PLAN

You can select individual countries and calling destination types and then show only those selecOnce selected you will be updating the calling rates for a particular plan. Each plan will have it’s own calling rates and you can set these dependant upon the volume of calling in each plan.

FILTER

You can filter the results by country only. In this example we would update the rates only for calls made to Australian numbers, and all locality (or number types).

TRAFFIC DIRECTION

This lets you set the rates for either Inbound or Outbound calls. An example of Inbound calling rates would be 13/1300 or 1800 numbers where you have call collection costs.

MARGIN

Apply a percentage margin across all selected call types. Add the margin amount and click Apply.

EDIT

To change the calling rates you click the “edit” link and you can now access the rate fields to update these. You an enter calling rates to the fourth decimal place only, eg $0.0001. This will be rounded to two decimal places when billed. Your changes are applied once you click Save.

Take a look at how to set up your calling rates. We recommend you start with Australia first, and then look at setting rates for international calling following this.

  1. Only show selected. You can select individual countries and calling destination types and then show only those selected. This is useful for example if you want to update only mobile rates for certain countries.
  2. Select rate plan. Once selected you will be updating the calling rates for a particular plan. Each plan will have it’s own calling rates and you can set these dependant upon the volume of calling in each plan.
  3. Filter. You can filter the results by country only. In this example we would update the rates only for calls made to Australian numbers, and all locality (or number types).
  4. Traffic direction. This lets you set the rates for either Inbound or Outbound calls. An example of Inbound calling rates would be 13/1300 or 1800 numbers where you have call collection costs.
  5. Margin. Apply a percentage margin across all selected call types. Add the margin amount and click Apply.
  6. Edit. To change the calling rates you click the “edit” link and you can now access the rate fields to update these. You an enter calling rates to the fourth decimal place only, eg $0.0001. This will be rounded to two decimal places when billed. Your changes are applied once you click Save.

Billing Items

From time-to-time you will have additional charges to add to customer accounts. These might be one-time charges such as Number Porting charges, or regular monthly charges such as Handset Rental.

The billing items you create can be added as a one-time charge, or as a regular monthly charge. They are always created here.

Billing Items

BILLING ITEM DESCRIPTION

Give your billing item a meaningful description that both you and your customer can understand. This description appears on the customer’s bills and statements.

CHARGE

Set the amount you will be charging for this billing item. Charges should be entered excluding GST.

There’s only a couple of simple steps to create Billing items so you can apply set charges to your customer accounts.

  1. Billing record description. Give your billing item a meaningful description that both you and your customer can understand. This description appears on the customer’s bills and statements.
  2. Charge. Set the amount you will be charging for this billing item. Charges should be entered excluding GST.
  3. Remember to save your settings.

Wholesale Bundles

We have created a sampling of plans that are completely configured so you can get customers on board straight away. If you choose, you can simply assign these plans to your customers as is, or you can tailor these to suit your business.

Wholesale Plans

PUBLISH YOUR PLAN

Do you want your customers to see every plan or just a select few?

This is a great option for allowing you to have plans available for customers to select from themselves when they sign up or when they want to change plans. Unpublished plans can be used for VIP customers or for offering rates that you want to limit public visibility on.

From the pre-built Wholesale plans you can edit selected fields tailing these plans to your customers and your business.

  • Click “Edit” under the Action column to make changes to the pre-built plans.
Edit Wholesale Plans

DESCRIPTION

Enter a name for your plan. This will appear on the customer’s account and on their bills and statements.

PRICE

Enter a new price for the plan or leave this as is. Enter this amount excluding GST.

PRICE

Enter a new price for the plan or leave this as is. Enter this amount excluding GST.

Edit selected fields tailing these plans to your customers and your business.

  • Description. Enter a name for your plan. This will appear on the customer’s account and on their bills and statements.
  • Price. Enter a new price for the plan or leave this as is. Enter this amount excluding GST.
  • Publish. Do you want to make this number plan available to your customers? Select this to publish this so your customers can choose this plan.
  • Remember to save your changes.

Related Articles