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Frequently asked questions about billing
Do I need a credit card to sign up?
Updated 9/17/2026
Frequently asked questions
Do I need a credit card to sign up?+
No — you can create your account and explore the dashboard on a trial plan before adding a payment method. See Billing → Understanding Your Trial Plan.
Can I change my business name after signing up?+
Yes. Go to Settings → Workspace → Basic Information (or Business Details) to update it at any time.
What happens if I skip a setup checklist step?+
Your AI Receptionist can still go live, but skipping steps like Knowledge Base setup or Calendar connection means the AI won't have the information or capability those steps unlock.