What is My Account?
My Account is the central settings area for managing your personal details and account-level configuration. It is divided into four tabs — Profile, Connect Zoom, Subscription, and Credit Wallet. All team members can see the Profile and Connect Zoom tabs. The remaining tabs are visible to account owners and admins only.
Profile
The Profile tab lets you update the personal details associated with your Nexwin account.
| Field | Description |
|---|---|
| Display Name | Your name as shown in the app. Can be updated at any time. |
| Email Address | The email used to log in. Email/password accounts can update this field. Google sign-in accounts cannot change their email here. |
| Password | Change your password by entering your current password and a new one. Not available for Google sign-in accounts. |
Connect Zoom
The Connect Zoom tab lets any team member link their personal Zoom account to Nexwin. Once connected, online appointments assigned to you automatically create a Zoom meeting — no manual setup needed. This tab is available to all roles, including team members.
| State | What you see |
|---|---|
| Not connected | A Connect Zoom Account button and a brief description of what connecting enables. |
| Connected | A green banner showing your Zoom display name and email, the connection date, plus Reconnect and Disconnect buttons. |
Subscription
The Subscription tab shows your current plan details, billing information, and options to manage your subscription. It is only visible to account owners and admins.
Plan status badges
| Status | Meaning |
|---|---|
| Free Trial | Your trial is active. 100 minutes are included. The trial ends on the date shown. |
| Trial Paused | All 100 trial minutes have been used. Activate your paid plan to restore service. |
| Active | Your subscription is live and billing normally. |
| Canceled | Subscription canceled — access continues until the period end date shown. |
| Ended | Subscription has fully expired. Reactivate to restore access. |
Trial activation
During a free trial you can activate your paid plan early by clicking Activate Now. This immediately charges your card and unlocks your full plan minute allowance (500 or 1,000 min/month).
If your trial minutes run out before the trial period ends, the service is paused. A red banner appears with an Activate Now button to restore service immediately.
Cancellation and reactivation
- To cancel, expand Need to make changes? at the bottom of the tab and click Cancel Subscription.
- Cancellation can be immediate (with a prorated refund) or at the end of the current billing period.
- A canceled subscription can be reactivated before the access end date using the Reactivate button.
- An ended subscription can be renewed using the Reactivate button — this creates a new subscription from today.
Credit Wallet
The Credit Wallet is a prepaid AUD balance used to cover call minutes beyond your plan's monthly allowance. Credits are deducted in real-time at the end of each call — not invoiced at the end of the month. This tab is only available on Nexwin AI Receptionist plans.
How overage billing works
| Plan | Included minutes | Overage rate |
|---|---|---|
| Nexwin AI Receptionist — Business | 500 min / month | $0.50 AUD / min |
| Nexwin AI Receptionist — Pro | 1,000 min / month | $0.40 AUD / min |
When a call ends and the total minutes used this period exceeds your plan allowance, the overage minutes for that call are costed at your plan's rate and deducted from your credit wallet immediately. If the wallet balance reaches zero, the AI receptionist is paused until you add more credits.
Adding credits manually
Balance display
| Indicator | Meaning |
|---|---|
| Balance (green) | Healthy — more than $20.00 AUD remaining. |
| Balance (amber) | Running low — between $5.00 and $20.00 AUD remaining. |
| Balance (red) + warning banner | Critically low — $5.00 AUD or less. Top up to avoid service interruption. |
| Overage estimate pill | Shows approximately how many extra minutes the current balance can cover at your plan's overage rate. |
Trial accounts
The Credit Wallet tab is visible during a free trial. However, credits only become active once your paid plan is activated. During the trial, only your 100 included trial minutes are used — no wallet deductions occur. You can pre-load credits during the trial so they are ready when you go live.
Transaction history
The bottom of the Credit Wallet card lists your recent transactions. Each entry shows the type (top-up, deduction, or refund), a description, the date, the amount, and the resulting balance after the transaction. Click View all transactions to expand the full list.
Auto Top-Up
Auto Top-Up automatically recharges your credit wallet when the balance falls below a threshold you set — so you never have to manually top up or risk an unexpected service pause.
Setting up Auto Top-Up
| Setting | Description |
|---|---|
| Trigger when balance below ($) | Auto top-up fires when your wallet balance drops below this amount. Default: $10 AUD. |
| Top-up amount ($) | The amount charged to your saved card each time the trigger is hit. Minimum: $5 AUD. Default: $50 AUD. |
Role-Based Access
What you can see in My Account depends on your role within the account.
| Tab | Owner | Admin | Team Member |
|---|---|---|---|
| Profile | ✓ | ✓ | ✓ |
| Connect Zoom | ✓ | ✓ | ✓ |
| Subscription | ✓ | ✓ | ✗ |
| Credit Wallet | ✓ | ✓ | ✗ |
Team members see a notice explaining that billing, subscription, and API key management must be done by the account owner or an admin. To change your role, contact your account owner — roles are managed in My Team.