Adding a Payment Method in a New Workspace
If you've just created a new workspace, you don't need to navigate to the billing pages to add a payment method.
A banner will appear at the top of your dashboard prompting you to Add payment method. Click the Add payment method button in the banner to securely save your payment method.
Once your payment method has been added, you can activate or purchase any available subscription directly from the corresponding billing page:
Outreach Billing
Avatar Billing
Agency Plan
Note: Adding a payment method through the banner only saves your payment method. It does not automatically activate a subscription. You'll still need to purchase or activate the plan you want to use.
Accessing Billing Settings
From your Aimfox dashboard, open the Workspace Switcher in the left-hand navigation bar.
Click Workspace Settings.
Depending on the subscription you want to manage, open one of the following pages:
Outreach Billing
Avatar Billing
Agency Plan
Adding or Updating a Payment Method
Each subscription manages its own payment method independently.
If you already have an active subscription, open its billing page and click Update payment method to replace the card used for future payments.
If you're purchasing a subscription for the first time, click Activate subscription (or Upgrade now for the Agency Plan). In the checkout window, use the Pay with section to add your payment method before completing your purchase.
Example: Adding a Payment Method While Purchasing an Avatar Plan
If you don't have a payment method saved yet, you can add one during the checkout process when purchasing a subscription.
For example, to purchase an Avatar Plan:
Open the Workspace Switcher in the left-hand navigation and select Workspace Settings.
Navigate to Avatar Billing.
Click Activate subscription.
In the Manage subscription window, configure your subscription by selecting the billing period and the number of avatars you want to purchase.
Under the Pay with section, click Add payment method.
6. Choose your preferred payment method:
Credit Card
PayPal
7. If you select Credit Card, enter the following information:
Cardholder's name
Country
Card number
Expiration date
CVC
8. Click Add card to securely save your payment method.
9. Once your payment method has been added, click Create subscription to complete your Avatar Plan purchase.
Note: The payment method you add during checkout will be saved to your Avatar Plan subscription and will be used for future renewals unless you update it later.
Changing Your Payment Method
You can update the payment method associated with any active subscription at any time.
Open the Workspace Switcher in the left-hand navigation and click Workspace Settings.
Navigate to the billing page of the subscription you want to update (Outreach Billing, Avatar Billing, or Agency Plan).
Click Manage subscription.
In the Pay with section, click Edit next to your current payment method.
In the Select your preferred payment method window:
Select one of your existing saved payment methods, or
Click Add payment method to add a new card or PayPal account.
If you're adding a new payment method, choose Credit Card or PayPal and follow the prompts to complete the setup.
Once you've selected your preferred payment method, click Confirm.
Note: Changing your payment method updates the payment method for that subscription only. If you have multiple active subscriptions, you'll need to update the payment method separately for each one.
Deleting Payment Methods
For security reasons you cannot delete a payment method directly in the dashboard. If you need help deleting a previously added payment method, please contact our Customer Support team, who will happily assist you.
Additional resources