Campaign & Billing Settings

What are Campaigns?

The Campaigns feature is a powerful all-in-one solution for managing appointment-based sales with your clients. It combines appointment booking, client billing, and agent commission tracking into a single streamlined platform.

Key Capabilities:

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Appointment Booking: Create campaigns to sell appointments to your clients with customizable pricing tiers and quantities

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Integrated Billing with Stripe: Charge clients in real-time, daily, or on custom schedules. Automatically create Stripe customers, attach payment cards, and process payments directly from the platform

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Agent Commission Tracking: Monitor agent performance with detailed commission reports, track appointments per agent, and calculate earnings automatically

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Appointment Sharing: Share bookings directly through the appointment booking tool, making it easy for your team to schedule and manage client appointments

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Qualifying Questions: Add custom screening questions to ensure appointment quality and identify decision-makers before booking

How It Works: Create a campaign with pricing tiers → Add client billing information and connect Stripe → Assign agents for commission tracking → Share the appointment booking link → Accept bookings and process payments automatically → Track agent commissions and campaign performance in real-time

Campaign Management Interface — Campaign & Billing Settings with tabs for Campaign Management, Billing Configuration, and Stripe Integration

Creating a Campaign

Create comprehensive campaigns for selling appointments with customizable pricing, billing, and agent commission tracking.

Campaign Creation Form — Complete campaign setup with name, status, client assignment, and billing configuration

Campaign Management Tabs

Campaign Management

Billing Configuration

Stripe Integration

Pricing Tiers & Costs

Set up flexible pricing tiers with minimum and maximum quantities, pricing, costs, profit margins, and percentages.

Pricing Configuration:

Min Qty & Max Qty: Define quantity ranges for each pricing tier
Price & Cost: Set customer pricing and your internal costs
Profit & Percent: Automatic profit calculation and percentage display
Client Billing: Enter client name, email, phone, company, and billing address
Stripe Integration: Create Stripe customers and attach payment cards directly

Agent Commission Tracking

Track and manage agent commissions with detailed reporting and filtering options.

Agent Commission Report — Agent commission tracking with filters and detailed metrics

Commission Features:

Assign agents to campaigns for commission tracking
Track total agents, appointments, and commissions
Calculate average commission per appointment
Filter reports by agent, campaign, and date range
Export commission reports for payroll processing
Option to separate agent commission from client billing

Qualifying Questions

Add custom qualifying questions to ensure appointments meet your criteria. Questions help identify decision-makers, budget availability, timeline, and genuine interest.

Getting Started

Click the Add New Campaign button to create your first campaign. Configure your target audience, message content, and scheduling preferences to maximize engagement.