Industry InsightsUse Cases

Can AI Receptionist Take Payments?

Ming Xu
Ming XuChief Information Officer
Can AI Receptionist Take Payments?

Can AI Receptionist Take Payments?

Yes, AI receptionists can collect payments by sending SMS booking links to callers, where payment is required before the appointment is confirmed through platforms like Calendly or Cal.com.

If you run a service business, you know the frustration: a customer calls to book an appointment, but you can't collect a deposit because you're busy on another job. The customer promises to pay later, then cancels last minute. An AI receptionist with payment-enabled booking links eliminates this problem by requiring payment upfront before any appointment is locked in.

Which Trillet product is right for you?

How Do AI Receptionists Collect Payments?

AI receptionists collect payments by integrating with booking platforms like Calendly or Cal.com that support paid bookings, then sending the booking link via SMS during the call.

Here's how the payment flow works:

  1. Caller requests an appointment - The AI understands they want to book a service

  2. AI confirms details - Date preferences, service type, and contact information are gathered

  3. SMS link sent - The AI sends a text message with a booking link to the caller's phone

  4. Customer pays on their phone - The booking platform requires payment before the slot is confirmed

  5. Booking confirmed - Once payment clears, the appointment appears on your calendar

The customer completes payment on their own device through a secure checkout page. No card numbers are ever spoken aloud or handled by the AI directly. This approach is actually more secure than traditional phone payment collection.

What Booking Platforms Support Payment Collection?

Several popular booking platforms integrate with Trillet and support requiring payment before appointments are confirmed.

Supported platforms with payment capabilities:

Platform

Payment Support

Key Features

Calendly

Stripe, PayPal

Deposits or full payment, automated reminders

Cal.com

Stripe

Open source, customizable checkout

Google Calendar

Via third-party

Requires additional payment tool

Outlook

Via third-party

Requires additional payment tool

Calendly and Cal.com are the most straightforward options since payment collection is built directly into their booking flows. When you set up paid event types, anyone booking through your link must complete payment before the appointment is confirmed.

What Payment Scenarios Can This Handle?

Payment-enabled booking links work well for businesses that want to collect money before committing to an appointment.

Common use cases:

For service businesses like plumbers, HVAC technicians, and contractors, requiring deposits through booking links can reduce no-shows by 60-80%. When customers have already paid, they show up.

Why SMS Booking Links Are Better Than Phone Payments

Sending payment links via SMS is actually more secure and convenient than collecting card numbers over the phone.

Advantages of link-based payments:

Customers are increasingly comfortable paying through links on their phones. It feels natural because they already use similar flows for everything from food delivery to ride sharing.

How Much Does This Payment Setup Cost?

The costs involve your AI receptionist subscription, your booking platform, and standard payment processing fees.

Typical cost breakdown:

Component

Cost

Trillet AI Receptionist

From $29/month

Calendly (Pro with payments)

From $12/month per user

Cal.com (with payments)

Free tier available, paid from $12/month

Stripe processing fees

2.9% + $0.30 per transaction

Example calculation:

For a home service business collecting $200 deposits:

Compare that to no-show costs. If just 5 of those 50 customers would have cancelled without a deposit, you lose 5 jobs averaging $500 each = $2,500 in lost revenue. The system pays for itself many times over.

How to Set Up Payment Collection With Trillet

Setting up payment-enabled booking takes about 15-20 minutes total.

Step-by-step setup:

  1. Create a Calendly or Cal.com account - Sign up and connect your calendar

  2. Set up a paid event type - Create your appointment type and enable payment collection

  3. Connect Stripe - Link your Stripe account to receive payments

  4. Set your deposit or fee amount - Configure what customers pay to book

  5. Connect to Trillet - Integrate your booking platform with your AI receptionist

  6. Configure SMS delivery - Set up your AI to send booking links during calls

  7. Test the flow - Make a test call to verify the link arrives and payment works

Once configured, your AI automatically sends the appropriate booking link whenever a caller wants to schedule. The customer taps the link, selects a time, pays, and the appointment is confirmed on your calendar.

What If a Customer Doesn't Want to Pay Upfront?

Not every caller will be ready to pay immediately. Your AI can handle these situations gracefully.

Alternative flows for hesitant callers:

The key advantage of link-based payment is that it doesn't pressure callers in the moment. They receive the link, can review it at their convenience, and complete payment when ready. You can set the link to expire after a certain period if you want to create urgency.

Frequently Asked Questions

Can the AI collect card numbers directly over the phone?

No, Trillet AI receptionists don't collect card numbers verbally during calls. Instead, payment happens through secure booking links sent via SMS. This is actually more secure since card details are never spoken aloud or handled by any intermediary system. The customer enters their payment information directly on the booking platform's secure checkout page.

Which Trillet product should I choose?

If you're a small business owner looking for AI call answering with payment-enabled booking links, start with Trillet AI Receptionist at $29/month. You'll also need a booking platform like Calendly ($12/month) or Cal.com (free tier available) to handle the actual payment collection. If you're an agency wanting to offer this capability to your clients, explore Trillet White-Label with Studio at $99/month (up to 3 sub-accounts) or Agency at $299/month (unlimited).

What if the customer doesn't have their phone during the call?

If a caller is on a landline or doesn't have access to SMS, your AI can offer alternatives: email the booking link, provide a shortened URL they can type into a browser, or schedule a callback for when they can complete the booking. Most callers today have mobile phones, so this situation is relatively rare.

Can I require full payment instead of just a deposit?

Yes, both Calendly and Cal.com let you configure whether to collect a deposit (partial amount) or require full payment before booking. Many businesses start with deposits to reduce friction, then move to full prepayment once customers are accustomed to the process. The choice depends on your service type and average transaction value.

Do customers actually pay through SMS links?

Yes, payment completion rates through SMS booking links are typically high because the customer initiated the call wanting to book. They're already motivated. The link arrives immediately while they're still engaged, and the mobile checkout experience is familiar from other apps they use daily. Businesses report 70-85% completion rates on payment links sent during or immediately after calls.

Conclusion

AI receptionists can collect payments by sending SMS booking links to callers, where platforms like Calendly or Cal.com handle the secure payment processing. This approach is more secure than phone-based card collection and fits naturally into how people already pay for things on their phones.

For service businesses dealing with no-shows and last-minute cancellations, requiring payment before booking confirmation transforms your scheduling from a liability into a commitment. The combination of Trillet ($29/month) and a booking platform with payment support ($0-12/month) costs less than a single missed appointment.

Ready to stop losing revenue to no-shows? Try Trillet AI Receptionist with a free trial and connect it to your payment-enabled booking platform.


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