Managing Credit for Comfort Plans

How to set up your Credit for Comfort Plans

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Written by Customer_Success
Updated over a week ago

The Credit for Comfort integration with OnCall Air allows companies to easily upload financing plans, offer them inside your proposals, and have consumers be approved instantly!

 

To activate the integration with the existing Credit for Comfort account please chat with our team.

How does it work?

  • From Office >> Settings >> Finance Options >> Add New Plan >> Credit for Comfort

  • Select a plan from a dropdown (make sure you only select the ones that you have already set up on the C4C app - otherwise they will not work !!!! )

  • Name it by adding the label that the consultants will see

  • Update financing markup to reflect your cost - by default it is going to be populated by the merchant fee (read more)

  • SAVE

IMPORTANT:

Example of creating a Credit for Comfort plan:

Click on the link below to learn how to offer the financing plan on a proposal and to see how the consumer applies to this financing plan. 


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