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  2. Browse By Feature
  3. General
  4. Finance & Accounts
  5. HotDoc Credits
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How to Set up Auto Top Up

Last updated 21 June 2021 07:09   ∙   ~ minute read

If your practice is on a SMS credit plan, it might be convenient to setup the credits to automatically top up when they meet a minimum threshold.

  1. To set up Auto Top Up for your practice's credits, log into the HotDoc Dashboard and navigate to Settings > Credits. 

  2. From there, select the green 'Setup Auto Top Up' in the top right hand corner, within the banner that displays the credit balance.



  3. To set up the Auto Top Up, first 'turn on' Automatically top my account like this:

    Screen_Shot_2017-05-17_at_4.09.45_PM.png

  4. Following this, select the amount of credits that will be set for your practice's Auto Top Up:



  5. Then, nominate the specific number of credits that will be the threshold for 'low balance' - when the credits fall below this number, they will be automatically topped up: 

    Screen_Shot_2017-05-17_at_4.12.36_PM.png

  6. Once you have completed all three steps, save your changes! 

    Screen_Shot_2017-05-17_at_2.00.47_PM.png
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