Opening an account
From first question
to a lighter day.
Every step is clear, and nothing is charged or connected until you have reviewed and agreed it.
- 1
Before you commit
Tell us what you need
Send a free enquiry from the Get started page. Choose to reserve the launch offer, ask a question first, or be told when activation opens. No order is created and no payment is taken.
Send an enquiry → - 2
Before you commit
A conversation about fit
We contact you to understand the calls, enquiries and admin taking your time, and confirm whether CHASE is the right starting point for your business.
- 3
Your account
Create your secure account
Create an account with your email address or Google and verify your email. Your account keeps your setup brief and progress tied to you, so you can pick things back up at any time.
Create or open your account → - 4
Your account
Complete your setup brief and rules
Tell us about your services, terminology, opening hours, tone of voice, booking rules and tools — and the rules CHASE must obey: what it may handle, what needs your approval, what it must never do and who to contact when something is urgent. Save and return at any time, then submit when ready.
Create or open your account → - 5
Your proposal
Review your proposal
We set out the specific deliverables, supported connections, limits, setup arrangements, start date, price including applicable VAT, billing interval and cancellation terms — before you decide anything.
- 6
Your proposal
Confirm your order and pay securely
Accept the proposal and pay the setup fee (€499.00, or €449.10 with the launch offer) through Stripe. Your contract is formed only when we confirm acceptance in writing. Consumers keep a 14-day right to cancel.
Online payment coming soon — handled with our team for now
- 7
Going live
Final check of your boundaries
We review the rules from your brief with you and confirm them before any customer-facing automation is connected.
- 8
Going live
Connect, test and activate
We connect the agreed telephone diversion, calendar, inbox or CRM, run test conversations with you, and agree any recording notice. CHASE goes live only once you are happy.
- 9
Ongoing
Maintenance and improvement
Your €99.00 monthly maintenance keeps your configuration up to date, includes new features as released, and covers refinements as your business changes. Stop renewal at any time.
Online payment coming soon — handled with our team for now
Be prepared
What helps, and what never to share.
Useful to have ready
- Your services and approved price list
- Opening hours and appointment types
- How you like to greet customers
- Who to contact for urgent matters
- The tools you use today: phone, calendar, email, CRM
- Your business name and website
Never put into a form
- Passwords or authentication codes
- Payment card details — Stripe handles payment
- Banking or financial credentials
- Health information or sensitive personal documents
Any connection to your systems uses a separate, secure access process.
Your protections
Clear terms at every stage.
No surprise charges
Only the amount and billing schedule in your confirmed order apply. Extra costs are agreed before they are incurred.
14-day cooling-off
Consumers can cancel an online service contract within 14 days. Starting a service is not, by itself, a waiver.
You stay in control
Discounts, refunds, commitments and outward messages require your approval unless you agree otherwise.
Read the Terms and Refunds & cancellation policy.
Ready for step one?
It takes two minutes, it's free, and there's no obligation.