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How to Add Lines or Upgrade Existing Services
8x8 Support

How to Add Lines or Upgrade Existing Services

Overview of Self-Service Ordering

8x8 offers account administrators the ability to quickly and easily add new lines of service through their account management portal. X Series and Editions account administrators can add up to five new lines of service through their 8x8 Customer Portal. Classic 8x8 users (those who access their services via Account Manager) can add new lines of service or upgrade existing services through Account Manager.

Applies To

Any of the below:

  • 8x8 X Series
  • 8x8 Editions
  • 8x8 Virtual Office or Virtual Contact Center Classic

...and both of the below:

  • U.S.-based accounts
  • Accounts paying by credit card

8x8 Express customer? Click here for instructions on adding licenses in Manager Express.

X Series & Virtual Office Editions Services

Placing a Self-Service Order in the 8x8 Customer Portal

Note: This feature is available to administrators of U.S.-based X Series and Editions accounts that pay by credit card. If you do not see My 8x8 or the Shop tab, please contact your Sales representative for assistance with placing an order.

  1. Log in to the 8x8 Application Panel.
  2. Click My 8x8.
    Application Panel My 8x8.jpg
  3. Click Shop.
    Screen Shot 2020-03-11 at 1.14.02 PM.png
  4. From the Product Catalog, select the line of service or device you would like to purchase.
  5. Click Add to Cart.
  6. Click the Cart.
    Screen Shot 2020-03-11 at 1.21.58 PM.png
  7. Click Checkout.
  8. Select your preferred shipping method (if ordering devices).
  9. Click Calculate Shipping and Taxes.
  10. Click Continue.
  11. Review the Terms and Conditions, then check the box to Agree & Buy.
  12. Click Agree & Buy. You will receive a confirmation message with an order number.

Classic 8x8 Services (Account Manager)

Upgrading Existing Services in Account Manager

  1. Log in to Account Manager.
  2. In the top navigation bar, click Orders.
  3. In the gray box to the left, click Upgrade Services.
    vogs05-1.jpg
  4. At the next screen, select your account and press Continue.
  5. Select a plan from the table and follow the on-screen steps through upgrading service. Note: Only active accounts can be upgraded.
  6. At the Review & Confirm screen, click the red Complete Order button.
  7. To upgrade service on another plan, click Upgrade Services in the gray box to the left.

Adding New Services in Account Manager

  1. Log in to Account Manager.
  2. In the top navigation bar, click Orders.
  3. In the gray box to the left, click Buy New Services.
    vogs05-2.jpg
  4. At the next screen, select your account and press Continue.
  5. Follow the on-screen instructions through selecting and configuring each new service.
  6. At the Billing & Shipping screen, you can use a new credit card or one already on file.
  7. Review and confirm your order.
  8. To check the status of your orders, click Orders in the top navigation bar.


Contacting 8x8 Sales

If you are unable to place a self-service order, or if you would like to order more than five lines of service, please contact your sales representative directly or call the 8x8 Sales Line at 1-866-879-8647, 6:00 a.m. - 5:00 p.m. Pacific Time, Monday - Friday. 8x8 will help guide you through choosing added services that fit your needs.

To upgrade or add to your service via online chat, go to www.8x8.com, click Contact Sales, then click Chat Now to open a sales chat. An 8x8 sales agent will help you complete your order. Chat is open 6:00 a.m. - 5:00 p.m. Pacific Time, Monday - Friday.

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