FlourivateHelp Center

Get a phone number for your practice

Last reviewed October 21, 2026

Buy a local number, give it a friendly name, choose who answers first, and release a number you no longer need.

A practice number keeps client calls and texts off your personal phone and in one place with your client records. Here's how to get one and set it up.

Before you start

  • Time: about 5 minutes.
  • You'll need: the area code you want. A number has a monthly fee. Email, texts, calls and AI use your workspace's usage credits. If something stops sending, check your balance and add credits. See Add usage credits.
  • Local or toll-free? Most coaches choose a local number. Texting from it needs texting registration. Toll-free numbers need toll-free verification before they can text.

Steps

Buy a number

  1. Go to Phone System > Numbers.
  2. Under Phone Numbers, click Get a Number. The Choose a phone number box opens.
  3. Leave the country as United States (+1) and the type as Local, or change them.
  4. Type an Area code and click Search numbers.
  5. Pick a number from the results and confirm the purchase.

The new number shows under Active Numbers with Active and its capabilities (Voice on, SMS on).

Name it and choose who answers

  1. In Active Numbers, click the Edit icon (pencil) on the number's row. Edit Phone Number opens.
  2. Give it a Friendly Name, such as "Main line".
  3. Set First answer:
    • Humans / browser first rings your browser phone (and then whatever forwarding you set up).
    • AI answers first sends calls to your AI receptionist. Pick the agent under Assigned AI agent. See Set up your AI phone receptionist.
  4. If you've built a phone menu, choose it under Assigned IVR / call flow. See Set up a phone menu.
  5. Leave Active on and click Save.

Check which number is your default

  1. Go to Phone System > Setup, then Connection under Manage Phone System.
  2. Under Your Phone Numbers, click Defaults to see the number used when nothing else is chosen. Workflows and the inbox send from it unless you pick another.

Release a number

  1. Go to Phone System > Numbers.
  2. Click the Delete icon (bin) on the number's row and confirm.

Releasing a number can't be undone

A released number goes back to the carrier and someone else can claim it. Clients who have it saved won't reach you. If the number is linked to your texting registration, ask us before you release it. The current month's fee isn't refunded.

Check it worked

  • The number shows in Active Numbers with Voice on and SMS on.
  • Call it from your mobile. It rings your browser, forwards, or reaches your AI receptionist, depending on what you set.

If something's off

  • The purchase is refused: your usage credits may be low. See the costs section in How phone and texting work.
  • The number can call but not text: texting registration isn't approved yet. See Register your business for texting.
  • A number you got elsewhere is missing: click Sync Numbers.
  • Calls ring nowhere when you're not at your computer: the browser only rings while the Dialer tab is open. Set up call forwarding to your mobile.
  • You want to move a number to a different workspace: ask us. Moves are done from the Flourivate account side.

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