6 questions
Getting started
Signing up, your address, your first card.
Forum
Questions people have asked us, answered in public so the next person finds the answer too. Ask your own and we will answer it here.
By topic
What people ask about
8 questions
Digital cards
What goes on the card and how people save it.
7 questions
Printed cards
Designing a card to print, and ordering one.
7 questions
Sharing and QR codes
Links, codes and the ways you hand a card over.
5 questions
Contacts and leads
The people who save your card and write to you.
7 questions
Messages and alerts
Notifications, wallet messages and WhatsApp.
7 questions
Plans and billing
The free plan, Pro, add-ons and invoices.
7 questions
Teams
A company address, seats and hand-overs.
5 questions
Privacy and safety
What is kept, what is shown, and reporting a card.
Somebody asked me to delete their details. What do I do?
Remove their row from your People screen. They can also write to us directly and we will erase what we hold within thirty days, whether or not you do. It is their information; a re...
Can it remind me to follow somebody up?
Yes. A follow-up reminder can be set on a lead for a number of days ahead, and birthdays or anniversaries taken from a lead's own fields are raised about a week in advance. There i...
What does Saved Devices mean? I do not recognise anybody there.
That list is now called Devices That Opened Your Card, and the name says what it is: one row for each phone or computer that has opened your card, not a person. Unless somebody als...
Can I get my contacts out as a spreadsheet?
Yes. Export to CSV on the People screen downloads the list in a file Excel, Numbers and Sheets all open. Every export is recorded in our audit trail with the number of rows, becaus...
How do I collect details from the people I meet?
The Stay in touch form on your card. Somebody fills in their name, phone, email and a message, and it is kept in your dashboard instead of on the back of a receipt, and you read it...