The Card Setup Progress list

1. Open Home and find Card Setup Progress. It shows how many steps are done and a percentage.

2. Press a step that is not ticked yet. It opens the screen where you do it.

A step ticks itself only when the thing is really there, and it unticks if you undo it.

The seven steps

• Add your name, company & title: ticks once your card has a name.
• Upload profile photo and logo: ticks once your card has a photo or a logo. Pictures are part of Pro.
• Add phone number and email address: ticks once your card has both a phone number (or a WhatsApp number) and an email address in My Card, on every plan. The email you signed up with already counts for the email half.
• Customize header style & brand color: ticks once a design is picked. Choosing a design is part of Pro; a card made from our free maker starts with one.
• Configure Apple & Google Wallet pass with Apple location alerts: ticks once at least one place is pinned on the Wallet screen. That needs the Pro + Wallet plan and a location add-on.
• Download Virtual Background for Zoom video calls: ticks once you open the Backgrounds screen and it sets a background up for your card. That works on every plan, the free one included.
• Create HTML email signature for Gmail / Outlook: ticks once you save a signature on Signatures. That works on every plan.

Why a free account never reaches 100%

On the free plan the second and fifth steps cannot tick, and the fourth ticks only when your card came from the free maker. So a free account can tick five of the seven at most, and four if you signed up with your email, Google or Apple. To reach 100% you need the Pro + Wallet plan and a location add-on.

Nothing is held back by an unticked step: the list is a guide, and your card works the same either way. Publishing is not on the list; the pill at the top of Home shows whether your card is live.