--- title: "New Customer Handbook" slug: "new-customer-handbook" description: "The best place to get started. Use this guide for all essential needs to get you up and running with Flowroute." updated: 2025-08-29T20:38:53Z published: 2025-08-29T20:38:53Z canonical: "support.bcmone.com/new-customer-handbook" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.bcmone.com/llms.txt > Use this file to discover all available pages before exploring further. # New Customer Handbook This guide covers all the essentials to get up and running with Flowroute including the following topics: Account Establishment, Initial Setup, Customer Dashboard Overview, How to Get a Phone Number, Billing Overview, Fraud Prevention, How to Manage your Account Balance, Review the Flowroute Pricing Schedule, Interconnections and SIP Setup, Set Up Your Phone System, Set Up the Messaging API, How to Get Help, and Subscribe to the Flowroute Status Page ### Account Establishment 1. [Create an account](https://manage.flowroute.com/signup/). Refer to [this article](https://support.bcmone.com/flowroute-support/docs/sign-up-for-a-flowroute-account) if you experience any issues during the sign-up process. Once created, log in to [Manage Portal](https://manage.flowroute.com/accounts/login/) to access your account. 2. What to do if you see "Additional Information Needed" after signing up? Please follow [Manual Review Process](/flowroute-support/docs/manual-review-process-guidelines) to complete this step. 3. Next, you'll need to [verify your service address](/flowroute-support/docs/validate-your-service-address). 4. Lastly, you [add funds to your account](/flowroute-support/docs/add-funds-to-your-account) using one or more [supported payment methods](/flowroute-support/docs/which-payment-methods-can-i-use). ### Initial Setup - Update your [contact information](/flowroute-support/docs/update-your-contact-information), account/portability/billing [email addresses](/flowroute-support/docs/update-email-addresses), adjust your preferred [timezone](/flowroute-support/docs/update-the-preferred-timezone). - Secure your Manage account by setting up [Two-Factor Authentication](/flowroute-support/docs/manage-portal-2fa-resources). ### Customer Dashboard Overview In this video, we’ll walk you through the Account Overview section of the Flowroute Dashboard. Learn how to quickly find key account details, including: - Customer name on the account - Email address on file - Approved outbound IPs - Active SIP registrations - Available funds and credit limits - Usage details Understanding these features will help you manage your Flowroute account efficiently and ensure seamless communication. Whether you're setting up a new account or reviewing existing settings, this guide will provide the insights you need. [YouTube video player](https://www.youtube.com/embed/1tZzHfNMXlo?si=XN7VzqfaXz7A9Vhv) ### Get a Phone Number You can purchase a phone number (aka "DID": Direct Inward Dialing) directly from our inventory or port in your existing telephone number(s). - [Purchase a DID number](/flowroute-support/docs/purchase-a-phone-number-did). > [!WARNING] > **IMPORTANT:** If you provision E911 service on your DID number(s) please review how to [Enable/Disable E911](/flowroute-support/docs/configuring-e911-service-on-a-telephone-number), test 911 using [933](/flowroute-support/docs/supported-three-digit-dial-plans), and learn how to avoid [Unassigned E911 charges](/flowroute-support/docs/unassigned-e911-profile-charges). - [Port your number](/flowroute-support/docs/port-your-telephone-number-to-flowroute) to Flowroute. - Check out our Phone Numbers Guides to find out how to assign an inbound route, [configure CNAM](/flowroute-support/docs/outbound-caller-id-name-cnam-storage-configuration), and more. > **NOTE:** Consider using our [Numbers API](https://developer.flowroute.com/api/numbers/v2.0/) for more granular setup and bulk actions. ### Billing Overview In this video, we’ll walk you through the Billing Overview section of the Flowroute Dashboard. Learn how to easily track and manage your account expenses, including: - Account Transactions – View your payment history and charges - Inbound & Outbound Rates – Understand call pricing details - CNAM Lookup Costs – See charges for caller ID name lookups - E911 Costs – Review emergency service fees - Port Order Costs – Check fees for transferring numbers to Flowroute Keeping track of your billing details ensures transparency and helps you manage costs effectively. Watch now to learn how to navigate your Flowroute billing dashboard with ease! [YouTube video player](https://www.youtube.com/embed/zCFXf6rSWGQ?si=dLhmssv5t0H_vu6I) Additional billing topics explained: - Check your account usage: [How does Flowroute Billing work?](/flowroute-support/docs/how-does-flowroutes-billing-work) - Generate [CDR (Call Detail Record) Report](/flowroute-support/docs/call-detail-record-cdr-reports) in Manage Portal. - Generate [MDR (Message Detail Record) Report](https://developer.flowroute.com/api/messages/v2.2/look-up-set-of-messages/) using API. - Review [Messaging Stats](https://manage.flowroute.com/accounts/login/) in Manage Portal. - Review [CNAM Stats](/flowroute-support/docs/cnam-stats) in Manage Portal. - Understand MRC (Monthly Recurring Charges) and NRC (Non-Recurring Charges) described in [What is MRC and NRC](/flowroute-support/docs/what-is-mrc-and-nrc). ### Fraud Prevention - To maintain integrity on our network as high as possible and to help protect our customers, Flowroute has implemented additional fraud prevention functionality. Review our [Fraud Prevention](/flowroute-support/docs/fraud-prevention-1) articles to find out how you can secure your account and configure your phone system to minimize fraud risks. ### Manage your Account Balance - Configure [Auto-Replenishment payments](/flowroute-support/docs/set-up-auto-replenishment) along with [Low-Balance notifications](/flowroute-support/docs/low-balance-notifications). Please learn about [Anticipatory charges](/flowroute-support/docs/anticipated-monthly-renewals-charge) which might be applied if system determines that your upcoming monthly charges will put your balance below the auto-replenishment balance trigger. ### Review the Flowroute Pricing Schedule - The standard pricing schedule can be found on our [public website](https://www.flowroute.com/pricing-details/) - Account-specific [Inbound rates](https://manage.flowroute.com/accounts/billing/pricing/inbound/) - Account-specific [Outbound rates](https://manage.flowroute.com/accounts/billing/pricing/outbound/) - [Standard Messaging rates](https://flowroute.com/messaging-rates/) - [Port Order costs](https://manage.flowroute.com/accounts/billing/pricing/portorders) - [CNAM lookup cost](https://manage.flowroute.com/accounts/billing/pricing/cnamlookups) - [E911 costs](https://manage.flowroute.com/accounts/billing/pricing/e911) ### Interconnections and SIP Setup In this video, we’ll walk you through the Interconnections and SIP Setup in the Flowroute Dashboard. Learn how to configure and manage your SIP connections for seamless communication, including: - SIP Registrations – View and manage active registrations - Inbound Routes – Configure call routing for your numbers - IP Authentication – Secure your connections with approved IPs - Points of Presence (POP) – Understand Flowroute’s global network - Advanced Routing – Explore host-based and weighted routing options By mastering these settings, you’ll ensure a reliable and efficient SIP setup with Flowroute. [YouTube video player](https://www.youtube.com/embed/f2QmYzlSTEY?si=qYBt-FaBdAGUlUEb) ### Set Up Your Phone System - You can find basic [PBX](/flowroute-support/docs/flowroute-general-pbx-or-phone-system-setup-guide) and [Firewall](/flowroute-support/docs/firewall-requirements-for-direct-media-delivery) guides in the Configuration Guides section on the left. ### Set Up Messaging API > [!NOTE] > **NOTE:** You can only send/receive SMS/MMS using our [Messaging API](https://developer.flowroute.com/api/messages/v2.2/), this feature isn't available in Manage Portal. - Please refer to [these guidelines](https://support.bcmone.com/flowroute-support/docs/messaging-guidelines-message-content) to get more information. ### Get Help - Discover our [Support Knowledge Base](https://support.flowroute.com/) and learn how to build simple yet powerful voice and texting applications with the [API Resources](https://developer.flowroute.com/). - Flowroute phone support is available Monday through Friday, from 8 AM to 8 PM EST (except federal holidays). Phone number: [1 (855) 356-9768](tel:+18553569768). - Email us at [support@flowroute.com](mailto:support@flowroute.com). Review our [Best Practices](/flowroute-support/docs/get-support) on what information to submit in your request in order to get support without delay. - You can check out [Flowroute Blog](https://blog.flowroute.com) for our publications. ### Subscribe to the Flowroute Statuspage - [Statuspage](https://status.flowroute.com/) is a communication tool where we publish and send incident notifications to affected users. You can now [subscribe to individual components](/flowroute-support/docs/statuspage).