How to update your payment method or credit card for your Virtual Receptionist service

Crystal Field Updated by Crystal Field

  1. Log in to your Virtual Receptionist Dashboard.
  2. Go to your Settings.
  3. You'll see your Plan Details, and below are the payment methods. Your primary payment method will always be charged first. A secondary payment method can help avoid unnecessary service interruptions if the primary method fails.
    1. To update your payment method, click Update payment method.
    If your current payment method has previously failed, the Payment Method section will be pink. Press Update payment method to change your payment method.
    The system automatically retries any failed payments when you update your payment method.
    1. To add a secondary payment method, click "Add a secondary payment method." A secondary payment method can help avoid unnecessary service interruptions if the primary method fails. If your primary payment method fails, and your secondary email is charged, you will be notified via email.
  4. A new window will pop up for you to input your credit card information.
  5. Press Update Card Details (or Add Card Details if it's your first time adding a card.)

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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How to update billing details and business information

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