How do I set up payment, and when do I need to have a credit card on file if your reps are starting to call tomorrow?
- Cormac Repman
- 13 minutes ago
- 3 min read
Yes, you'll need to add a payment method and billing details in the dashboard before your campaigns launch. This ensures your account is ready to process payments the moment qualified meetings come through. You can set this up in minutes, and we can walk you through it if needed.
Why Payment Setup Comes First
We're a pay-per-qualified-meeting service, which means you only pay when a real prospect books a meeting on your calendar. Because we move fast (campaigns can launch within 24 hours), we ask you to have payment information on file before your representatives start calling. This protects both of us: you won't face delays when results come in, and we can immediately process your accounts receivable for meetings booked.
What You Need to Set Up
Head to the billing tab of your dashboard and add:
A valid payment method (credit or debit card).
Your complete billing address.
Company name and tax ID (if applicable).
The whole process takes about five minutes. We accept all major credit cards, and your payment information is encrypted and PCI compliant.
Timeline and Getting Started
If your representatives are calling tomorrow, you should complete payment setup today. Here's what happens next:
Your account will be marked as active once payment details are confirmed.
When qualified meetings are booked, we'll charge the agreed rate per meeting (typically $200 to $500 depending on your industry and deal complexity).
You'll receive an invoice within 24 hours of each meeting being logged in your calendar.
If you're setting up with less than a day's notice, reach out. We have a team ready to help expedite the process over the phone.
Common Payment Questions
What if I run out of my budget mid-month?
Your account won't pause automatically. We recommend either (1) setting a budget limit in the dashboard so we notify you when you're close, or (2) planning your campaign duration upfront. Most of our clients run 4-week campaigns and hit 3 to 7 qualified meetings depending on their target market and audience quality.
Can I use multiple payment methods?
Yes. You can add backup cards in the billing tab. If your primary card declines, we'll attempt the secondary before pausing the campaign.
Do I pay upfront or after the meeting?
We charge after the qualified meeting is confirmed on your calendar. No upfront fees, no prepayment required. You only pay for results.
What counts as a qualified meeting?
A qualified meeting is a confirmed calendar hold with a prospect who matches your ideal customer profile, lasted at least 15 minutes (if video), or was completed with notes logged. Our team manually verifies each one before billing.
What if I want to pause or cancel?
You can pause a campaign anytime through the dashboard. Paused campaigns stop generating leads immediately, and you're only billed for meetings already booked.
Let's Get You Live
Setting up payment is the last step between you and your first qualified meetings. If you have questions about billing, want to walk through the dashboard setup, or need to get live faster, let's talk.
Book a call with our team to get rolling: [your Cal.com link].
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