Before you meet with an assistant, we ask that you put a card on file. After the Discovery Call, we’ll send you a link to claim your account.
Upon clicking the link, you’ll be prompted to finish signing up for your account by adding a password. Your name and email should already be pre-filled:
After that, you’ll be redirected to the Payment Info page where you can add your credit card information:
Note that this is a private and secure link, and that your credit card information won’t be made available to your assistant.