Connect VantaPay to Perplexity
Connect VantaPay once. Then ask Perplexity about your appointments, clients and payments.
Works on Perplexity Pro, Max and Enterprise, on the web.
The owner taps Connect to Perplexity: Perplexity opens and VantaPay's link is copied. The owner presses Add custom, names it VantaPay, pastes the link and presses Add. A VantaPay window opens: the owner signs in, sees the shop and what Perplexity may do, and presses Allow. The VantaPay card shows as connected. Asked, using VantaPay, who is booked tomorrow, Perplexity lists three appointments; it adds Maria Lopez as a client; and the owner approves the text with Jose's pay link, which is sent.
How to connect it
Tap the button
Perplexity opens and VantaPay's link is copied.
Paste the link
Press Add custom, choose Remote, name it VantaPay, paste the link, check the box and press Add.
Sign in with VantaPay
Tap the VantaPay card, sign in, and press Allow.
What it can do
- Tell you your day
- Ask Perplexity who's booked tomorrow or which times are open.
- Add clients
- Say the name and phone number. It goes straight into your client list.
- Book and move appointments
- It finds an open time and books it, or moves it to another day.
- Collect what's owed
- It sends a client their pay link, after you approve the text.
What it won’t do
It never moves or refunds money, and it can't change your team's access. Before any text to a client, or any delete, it shows you what it will do and waits for your yes.
Questions
Can Perplexity check my appointments?
Yes, once VantaPay is connected: tap the button, paste the link in Plugins, sign in with VantaPay and press Allow. Then ask, using VantaPay, who has an appointment tomorrow.
Why do I say «using VantaPay» in my question?
Perplexity searches the web by default. Saying «using VantaPay» tells it to ask your shop instead.
My company has Perplexity Enterprise. Why can't I add it?
On Enterprise, an administrator first turns on «Allow members to add custom connectors».
Which VantaPay plan do I need?
Connecting your assistant is part of the Solo, Duo, Growth, Pro and Multi Location plans.
Ask Perplexity about your shop, not just the web.
Perplexity is a trademark of Perplexity AI, Inc. VantaPay is not affiliated with or endorsed by Perplexity AI, Inc.