agent37Start with an approved payment request
Confirm the amount, purpose, provider, and who is authorised to send the request. An intake conversation should not invent a deposit, fee, or balance.
Payment workflows
A clearer path from booked to paid.
A deposit request or payment reminder should explain what the customer is paying for and where to go next. Keep the workflow connected to the business process your team already uses.
Find your plan Clear prices. Month-to-month.
Less chasing. More covered.
A practical workflowBuilt around what
Built around what
happens next.
Define the questions, the action, and the person who takes over. Then test the process with your team.
Use your payment provider’s checkout
Plan a hosted payment-link workflow instead of asking customers to send card details in a conversation. Supported providers and the exact handoff are reviewed during setup.
Define reminders and exceptions
Agree when reminders are appropriate and who handles disputed amounts, refunds, or failed payments. A message saying a link was sent is not proof that payment was received.
What we confirm with you.
- Payment workflows are included in Growth.
- Provider support, transaction fees, and confirmation handling are confirmed before rollout.
- Card details should not be collected in free-text messages or front-desk intake.
See it in your world.
Good questionsThe details
The details
that matter.
Does Agent37 replace our payment processor?
No. We review how the workflow can work with your supported provider and existing business process.
Can we use it for appointment deposits?
We can plan an approved deposit workflow with you, including policy wording, amount, supported checkout, and staff handoffs.
From the field notes
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More covered.
Less on your mind.
From $149/month. Month-to-month. No setup fee.