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# Account Onboarding - Add Payment Method & Choose Subscription Plan

# Onboarding — Add Payment Method & Choose Subscription Plan

## Overview

After setting up your Business Account, you’ll see an **Onboarding status box** in the bottom left corner of your dashboard.
It shows two remaining tasks you must complete before you can start creating campaigns:

1. **Add a Payment Method**
2. **Choose a Subscription Plan**

These steps ensure your account is ready for campaign billing and feature access.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/e/7/3/6e7386c1bb893000/image_1phlspn.png)



## Step 1: Add a Payment Method

Click on **“Add a Payment Method”** in the onboarding task list.
You’ll be taken to the **Payment Methods** page, where you can choose your preferred payment option.
You can add:

* **Credit or Debit Card** (Visa, Mastercard)
* **SEPA** (for EU-based bank accounts)
* **PayPal** (optional alternative)





### Secure Card Entry via Stripe

When adding a card, a secure payment window will open — powered by **Stripe**, our payment processing partner.
Enter your payment details:

* **Email**
* **Card Information** (number, expiry date, CVC)
* **Cardholder Name**
* **Country or Region**

Then click **Save Card** to confirm.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/e/7/3/6e7386c1bb893000/image_1m36wjr.png)



### Confirmation

Once your card is successfully added, it will appear under your **Payment Methods** list.
You can now see it marked as **Default**, which will be used for subscriptions and top-ups.

Your onboarding checklist will automatically update — showing **1/2 tasks completed.**


![](https://storage.crisp.chat/users/helpdesk/website/-/6/e/7/3/6e7386c1bb893000/image_6pe2cl.png)




## Step 2: Choose a Subscription Plan

Next, select your **Subscription Plan** to unlock your workspace features.
Click **“Choose a Subscription Plan”** in your onboarding task box or navigate to:
**Business Account → Subscription Plans**

You can choose between:

* **Free Package** (€0/month) — Basic access with limited features
* **Starter Package** (€39/month) — Ideal for small businesses
* **Growth Package** (€79/month) — For growing teams
* **Pro Package** (€199/month) — For professional users


![](https://storage.crisp.chat/users/helpdesk/website/-/6/e/7/3/6e7386c1bb893000/image_1te2g1y.png)



### Subscribe to a Plan

When you click **Subscribe**, a confirmation window will appear showing your selected plan, applicable tax, and total monthly cost.
Confirm your subscription by checking the box and clicking **Subscribe.**


![](https://storage.crisp.chat/users/helpdesk/website/-/6/e/7/3/6e7386c1bb893000/image_25jete.png)



### Subscription Activated

Once your subscription is activated, you’ll see your chosen plan highlighted and the onboarding task marked as complete.
Your account is now ready to launch campaigns.




## Key Takeaway

The onboarding process ensures your account is fully ready for AI-powered campaign creation.
By adding a valid payment method and selecting a subscription plan, you enable seamless billing, auto top-ups, and full platform functionality.
Once both steps are complete, your onboarding checklist shows **2/2 tasks completed** — and you’re ready to create your first campaign.