✔️Setting Up Sites and Locations

Configure multiple sites to organize users by physical location, manage emergency services per location, and create location-based call routing.


⏱️ Estimated Time: 20–30 minutes


👤 Who's This For

Account Owners, System Admins, Multi-Location IT Managers

💼 Use Case

Organizations with multiple physical offices, remote workers in different regions, or businesses needing location-specific emergency addresses and call routing.


✔️ Prerequisites

  • Admin access to Zoom Phone portal

  • Company settings configured

  • List of all physical locations/offices

  • Emergency addresses for each location

  • Extension numbering plan


When to Use Multiple Sites

You SHOULD enable multiple sites if you have:

  • Multiple physical office locations

  • Different emergency addresses needed

  • Location-specific phone numbers or area codes

  • Different business hours by location

You DON'T need multiple sites if:

  • Single office location

  • Remote workers using same emergency routing

  • No location-based requirements

💡 Important: After enabling multiple sites, Zoom will automatically create a main site and move everything to this site. Your organization still has one main company number, which will be applied to the main auto receptionist of the main site.


Steps to Enable Multiple Sites

1
  • Sign in to the Zoom web portal as an admin with the privilege to edit site settings

  • In the navigation menu, click Phone System Management then Company Info

2

Enable Multiple Sites

  • Click Enable Multiple Sites toggle

  • Confirmation dialog appears

  • Zoom will automatically create a main site and move everything to this site

  • All existing users, numbers, and settings move to Main Site

3

Decide on Site Codes (Optional)

  • Site codes allow abbreviated dialing between sites

  • Example: Site code "2" + extension "345" = dial 2345

  • Useful for large organizations with thousands of extensions

  • Click Save


🎮 Click-Through Demo

▶️ Watch: Enabling Multiple Sites See the process of enabling multiple sites and understand what happens to your existing setup.


Steps to Create a New Site

1

Access Sites Page

  • Navigate to Phone System Management > Company Info > Sites

  • Click Add Site

2

Enter Basic Information

  • Site Name: Descriptive name (e.g., "Chicago Office")

  • Site Code (if enabled): 1-3 digit unique code

  • Extension Range (optional): Number range (e.g., 2000-2999)

3

Configure Auto Receptionist

  • Main Auto Receptionist: Click Add and create a new main auto receptionist for the site, or copy an existing auto receptionist

  • Inbound calls to the site will be routed to the main auto receptionist

  • Options: Create New or Copy Existing

  • Name it descriptively (e.g., "Chicago Main Line")

4

Set Emergency Address

  • Default Emergency Address: Click Add and select an existing emergency address you previously added or enter a new address

  • Enter complete street address

  • Include building, suite, floor

  • Note: By default, this emergency address will be applied to all phone users and numbers you add to the site

5

Save Site

  • Click Save

  • Repeat the steps above to add more sites


🎮 Click-Through Demo

▶️ Watch: Creating Your First Site See how to create a new site including auto receptionist setup and emergency address configuration.


Steps to Create Multiple Sites in Bulk

1

Download CSV Template

  • Navigate to Phone System Management > Company Info

  • Click Import

  • In the dialog box, click the Add Sites tab

  • Click CSV Sample to download the template

2

Complete CSV File

  • Fill out your CSV file with:

    • Site Name

    • Main Auto Receptionist Name

    • New or Copy from existing (Yes/No)

    • Default Emergency Address

  • Make sure to follow the provided format and avoid including any unnecessary information

3

Upload and Import

  • Click Upload CSV

  • Review any errors

  • Click Close


Steps to Move Users Between Sites

1

Access User Settings

  • Navigate to Phone System Management > Users & Rooms

  • Click user's name

2

Change Site Assignment

  • Find Site dropdown

  • Select new site

  • Update extension if needed (site may have different range)

  • Verify emergency address updated correctly

3

Save and Test

  • Click Save

  • Have user test calling and verify routing works

💡 Pro Tip: Site-specific settings like business hours, holidays, and audio can be customized for each location under the site's Settings tab.


💡 Site Setup Best Practices

See Details

Use clear location-based names "Chicago Office" not "Sales Team Site." Locations don't change, functions do.

Plan extension ranges with growth buffer Reserve blocks per site with 20-30% room. Example: NY (1000-1999), Chicago (2000-2999).

Only use site codes if you need them 4+ sites or thousands of extensions? Use codes. Smaller deployment? Skip the complexity.

Test E911 from each site Coordinate with local dispatch to verify correct address displays for 911 calls.

Copy auto receptionists, don't rebuild Copy your main site's auto attendant and customize. Saves massive time.


🚀 Quick Wins

See Details

Assign remote workers to nearest office Remote workers use nearest office's site, then override with home address for E911.

Use site-specific caller ID Display local numbers on outbound calls to improve answer rates in each region.

Start with main site only Get your main location perfect, then expand. Don't overcomplicate day one.

Use bulk import for 5+ sites Manual is fine for 2-3 sites. Beyond that, CSV saves hours and reduces errors.


⚠️ Common Issues

See Details

Can't enable multiple sites → Some account types require Zoom support to activate multi-site. Contact your account team.

Extension conflicts after moving user → Extensions must be updated manually after site move. Check user settings and reassign.

Site-to-site calling not working → Verify correct dialing (site code + extension if enabled). Check inter-site calling policy.

Emergency address not updating → Address defaults to new site but verify manually after moving users. Always confirm.

CSV import failing → Format must exactly match template. Common issues: extra columns, special characters in names.


🎯 What's Next

Sites configured! You now have:

  • Multiple sites enabled

  • Site-specific emergency addresses

  • Extension ranges established

  • Auto receptionists per location

  • Users assigned to sites


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