Getting started
Accept your invite and find your way around
Meeting links
Your booking links and your own tracking tags
Leads
The prospects assigned to you, and adding your own
Getting paid
The three balances and what moves between them
Your left menu
No Products and no Team. That shorter menu is part of the role.
How you get credited
1
You get a lead
Assigned to you by the merchant, arriving from a connected form, or added by you.
2
You send your meeting link
With your own tracking tags on it, so you can tell which channel works.
3
The meeting is booked
Paydai sees the booking through the connected calendar.
4
A closer closes it
Your setter cut appears on the deal automatically. No claiming, no chasing.