User Manual – vCard SaaS

Profile Settings

The Profile Settings page has two tabs — Profile and Password.

• Profile Information: Click “Change Avatar” to upload a new profile picture (supported formats: JPG, PNG, GIF, up to 2MB). Enter your Name and Email Address in the required fields. Click “Save” to apply updates.
• Update Password: Enter your Current Password, then enter and confirm your New Password in the respective fields. Click “Save Password” to update.

Language Selector

• At the top-right of the screen, click the language selector button to choose your preferred language.
• Create Language: Click “Create Language” to add a new language. Enter the Language Code, Language Name, and Country Code, then click “Create Language” to save.
• Click “Manage Languages” to access the Language Management page. Select a translation source package from the left sidebar (e.g., General, App Download, Coupon, Event, Google, Menu, etc.). The right panel displays all Translation Keys and their corresponding Translation Values for the selected package. Use the search bar to find specific translations or switch languages using the language dropdown. Edit translation values directly in the table.

Click “Save Changes” to apply all updates.

Note: The custom language creation option is available only on the Super Admin side. On the Company side, only languages already created by the Super Admin are available.

Addon Marketplace Settings

When the admin clicks Marketplace from the three-dot menu of an installed addon, they are taken to the Marketplace Settings page for that specific addon. This page contains five tabs:

Content Tab: The Content tab allows the admin to configure the main content and appearance of the Addon’s marketplace page. It includes the following sections:

• Basic Information: Set the Title and Subtitle of the addon page, configure the Demo Button Text, Demo Button Link, and Get Started Button Text. Use the Enable Section toggle to show or hide this section
• Theme Colors: Set the Primary Color, Secondary Color, and Accent Color for the Addon’s marketplace page
• Background Options: Choose between a solid color background or enable Use Background Image to upload a custom background

Features Tab: The Features tab allows the admin to configure the features section displayed on the Addon’s marketplace page. It includes:

• Features Layout: Set the Layout Style and Number of Columns for displaying features. Use the Enable Section toggle to show or hide this section
• Features Section Content: Set the Section Title and Section Subtitle, and toggle Show Icons to display or hide icons for each feature item
• Features Style: Set the Background Color and Icon Color for the features section
• Feature Items: Add and manage individual feature entries. Each feature item includes a Title, Icon, and Description. Click Add Feature to add more items or use the delete icon to remove existing ones

Statistics Tab: The Statistics tab allows the admin to add compelling statistics to the Addon’s hero section. It includes:

• Hero Statistics: Add statistical values and their labels, such as number of apps promoted, QR scans, user satisfaction percentage, and support availability. Each statistic has a Value field and a Label field. Click Add Statistic to add more entries or use the delete icon to remove existing ones. Use the Enable Section toggle to show or hide this section

Screenshots Tab: The Screenshots tab allows the admin to configure the screenshots gallery section of the Addon’s marketplace page. It includes:

• Screenshots Section: Set the Section Title and Section Subtitle for the gallery. Use the Enable Section toggle to show or hide this section
• Each screenshot entry includes a Screenshot Image upload field, a Title, and a Description. Click Browse to upload an image or use the delete icon to remove a screenshot. Click Add Screenshot to add more entries

Order Tab: The Order tab allows the admin to control the display order of sections on the Addon’s marketplace page. It includes:

• Section Order: Drag and drop the sections to reorder them. The available sections are Hero Section, Features, Statistics, and Screenshots. Each section has an Enable toggle to show or hide it on the marketplace page
• Disabled sections will still appear in the order list, but will not be visible on the marketplace page

After making any changes across any of the tabs, click the “Save Changes” button at the top right of the page to apply the updates.

3.5.1 View Directory

Clicking View Directory opens the public-facing business directory page that visitors and users can browse. The page displays the following sections:

• Hero Section: Displays the main title, subtitle, trust badge text, and feature highlights at the top of the page
• Search Bar: Allows visitors to search for businesses, services, or locations, and filter results by business type
• Business Categories: Shows a horizontal scrollable list of business categories such as Freelancer, Doctor, Restaurant, Real Estate, Fitness, and Photography, each displaying the number of businesses listed under it
• Featured Businesses: Displays business listing cards showing the business name, category, phone number, email, address, and view count. Each card includes a View Card button and a View Details button. Listings can be sorted by Most Viewed
• Footer: Displays the company description, contact details, navigation links grouped under Product, Company, Support, and Legal sections, social media links, and a newsletter subscription field

Note: This page is also shown on the company side. Only businesses with the Business Directory toggle turned ON during setup will be visible there.

3.5.2 Directory Settings

The Directory Settings page allows the Super Admin to customize the content and appearance of the business directory page. To access it, click Business Directory from the left sidebar and then click Directory Settings.

The settings page is organized into four tabs on the left sidebar: Content, Hero, Footer, and Order. An Enable Directory toggle is available on the left panel to show or hide the entire directory from the public. Click “Save Changes” to apply any updates made across all tabs.

3.6.1 Companies List page

The companies are displayed in a list showing the following details for each company:

• Name: The company name and email address
• Plan: The subscription plan currently assigned to the company.
• Created At: The date the company account was registered on the platform
• Actions: Quick action buttons for the companies page.

Each company row in the list includes a set of action icons on the right side. Hover over any icon to see its label. The available actions are:

• Login as Company: Logs in to the platform as that specific company, allowing the Super Admin to access and manage the company’s account directly
• Company Info: Opens a detailed information panel showing the full profile and account details of the company
• Upgrade Plan: Opens the plan management options for that company, allowing the Super Admin to change or upgrade the company’s current subscription plan
• Business Link: Opens the company’s public-facing business card or profile link
• Reset Password: Opens a pop-up to reset the password for that company’s account. Enter the New Password and Confirm Password in the fields provided.
• Disable Login: Disables the login access for that company, preventing them from signing in to the platform
• Edit: Opens the company profile in edit mode.
• Delete: Permanently removes the company data.

3.6.2 Adding a New Company

• Click the Add Company button at the top right of the page
• A pop-up will appear with the following fields:
• Company Name: Enter the name of the company
• Email: Enter the email address for the company account
• Enable Login: Toggle this option to allow or restrict the company from logging in to the platform

• Click Save to create the new company account, or click Cancel to close the pop-up without saving

View the Media Library

The media library displays all uploaded files in a grid layout. At the top of the page, three summary counters are shown:

• Total Files: The total number of files stored in the media library
• Total Size: The total storage space used by all uploaded files
• Total Images: The total number of image files stored in the library

Each file card in the grid displays the file name, file type badge such as JPEG or PNG, file size, and the date it was uploaded. Hover over any file to reveal a Click to view option.

• Use the Search bar at the top of the page to find a specific file by name

• Click the Upload Files button at the top right of the page
• A pop-up will appear with an upload area displaying the message Upload your files
• Either drag and drop your files into the upload area, or click Choose Files to browse and select files from your device
• The uploaded files will appear in the media library grid once the upload is complete

Viewing File Details

• Click on any file in the media library grid to open the Media Details panel
• The panel displays a preview of the file on the left and the following file information on the right:
• File Name: The original name of the uploaded file
• Display Name: The name displayed within the platform
• File Type: The format of the file such as image/jpeg or image/png
• File Size: The size of the file in KB or MB
• Uploaded: The date and time the file was uploaded
• File URL: The direct URL of the file that can be used across the platform

• The following actions are also available from the Media Details panel:
• Copy Link: Copies the file URL to the clipboard for use elsewhere on the platform
• Download: Downloads the file to your device
• Delete: Permanently removes the file from the media library

Note: in the media library, the super admin can view images from all companies. However, on the company side, each company can only see the images that belong specifically to them.

3.8.1 NFC Cards

The NFC Cards page displays all available NFC card products in a grid layout. At the top right of the page, an Enable NFC Cards toggle allows the Super Admin to enable or disable.
Note: When the NFC Cards toggle is enabled in Super Admin, it will be visible on the company side.

Each card in the grid displays the card name, price, quantity available, a preview image of the card design, and a toggle to enable or disable that specific card. Each card also includes an Edit button to update the card details and a Delete button to permanently remove it.

• Use the Search bar to find a specific NFC card by name
• Click Filters to expand the filter options, such as Status, Start Date and End Date, then click Apply Filters to apply the selected filters or Reset Filters to clear them
• Toggle between List View and Grid View using the view icons at the top right

3.8.2 NFC Card Requests

The NFC Card Requests page allows the Super Admin to view and manage all NFC card orders submitted by companies. To access it, click NFC Cards from the left sidebar and then click NFC Card Requests.

• Use the Search bar to find a specific request by company name or business name
• Click the Filters button to refine the list by status (Pending, Approved, or Rejected), start date, or end date. Then, click Apply to filter the data, or Clear to reset all selections.

Each request in the list displays the following details:

• User: The company that submitted the request
• Business Name: The name of the business the card is linked to
• Business Link: The URL of the business profile associated with the request
• NFC Card: The name of the NFC card product ordered
• Quantity: The number of cards requested
• Unit Price: The price per card
• Total Price: The total cost of the request
• Status: The current status of the request, shown as Pending or Approved

For each request, the following actions are available:

• View: Opens the full details of the request
• Approve: Approves the request and updates the status to Approved
• Reject: Rejects the request
• Delete: Permanently removes the request from the list

3.9.1 Campaigns

The Campaigns page displays all campaigns created on the platform in a list. At the top right of the page, an Enable Campaigns toggle allows the Super Admin to enable or disable the entire campaigns feature on the platform.

Note: When the Campaigns toggle is enabled in Super Admin, it will be visible on the company side.

• Use the Search bar to find a specific campaign by name
• Click Filters to expand the filter options, which include selecting User and Business, Status (Active, Pending, or Completed), Start Date and End Date, then click Apply to filter the data or Clear to reset it.

Each campaign in the list displays the following details:

• Name: The name of the campaign
• User Name: The company that the campaign belongs to
• Business Name: The business associated with the campaign
• Start Date: The date the campaign starts
• End Date: The date the campaign ends
• Total Days: The total duration of the campaign in days
• Total Amount: The total amount charged for the campaign
• Payment Method: The payment method used such as PayPal, Credit Card, Razorpay, or Bank Transfer
• Status: The current status of the campaign shown as Active, Pending, or Completed
• Active: A toggle to enable or disable the campaign

Each campaign row in the list includes the following action icons on the right side:

• Preview: Opens a detailed view of the campaign
• Analytics: Opens the Campaign Analytics page for that specific campaign
• Edit: Opens the campaign in edit mode to update its details
• Delete: Permanently removes the campaign from the platform

3.9.2 Campaign Settings

The Campaign Settings page allows the Super Admin to configure the pricing structure for campaigns. To access it, click Campaigns from the left sidebar and then click Settings.

The settings page contains a Pricing Settings tab with the following section:

Pricing Tiers Settings

The admin can configure multiple pricing tiers based on campaign duration. Each pricing tier includes the following fields:

• Minimum Days: The minimum number of days for this pricing tier to apply
• Maximum Days: The maximum number of days for this pricing tier to apply
• Price Per Day ($): The daily rate charged for campaigns that fall within this day range

Click “Add Pricing Tier” at the bottom to add a new tier. Use the delete icon on any tier to remove it. The page displays the total number of configured tiers at the bottom. Click “Save Changes” to apply all updates.

3.10.1 Plan

The Plan page displays all available subscription plans on the platform. To access it, click Plans from the left sidebar and then click Plan.

The page displays all plans in a card layout. Each plan card shows the plan name, price, billing cycle, description, resource limits including the number of Businesses, Users, Storage, Templates, Bio Links, and Bio Themes, a list of included features, included addons, an Active toggle to enable or disable the plan, and Edit and Delete action buttons.

The platform supports two billing cycles which can be toggled at the top of the page:

• Monthly: Displays monthly pricing for all plans
• Yearly: Displays yearly pricing for all plans

3.10.2 Plan Requests

The Plan Requests page allows the Super Admin to view and manage plan upgrade requests submitted by companies. To access it, click Plans from the left sidebar and then click Plan Requests.

• Use the Search bar to find a specific request by company name or email
• Click Filters to expand the filter options and filter requests by Status. Click Apply Filters to apply or Reset Filters to clear them

Each request in the list displays the following details:

• User: The company that submitted the request
• Email: The email address of the company
• Plan Name: The plan the company has requested to upgrade to
• Plan Duration: The billing duration of the requested plan such as Yearly
• Status: The current status of the request shown as Approved, Pending, or Rejected
• Requested At: The date the request was submitted

For requests with a Pending status, the following actions are available:

• Approve: Approves the plan upgrade request and updates the status to Approved
• Reject: Rejects the plan upgrade request and updates the status to Rejected

3.10.3 Plan Orders

The Plan Orders page allows the Super Admin to view all plan purchase orders placed by companies. To access it, click Plans from the left sidebar and then click Plan Orders.

• Use the Search bar to find a specific order by order number or company name
• Click Filters to expand the filter options and filter orders by Status. Click Apply Filters to apply or Reset Filters to clear them.

Each order in the list displays the following details:

• Order Number: The unique identifier for the order
• Order Date: The date the order was placed
• User Name: The company that placed the order
• Plan Name: The subscription plan that was ordered
• Original Price: The original price of the plan before any discount
• Coupon Code: The coupon code applied to the order if any
• Discount: The discount amount applied if a coupon was used
• Final Price: The final amount charged after any discount
• Status: The current status of the order shown as Pending, Approved, or Rejected

For orders with a Pending status, the following actions are available:

• Approve: Approves the order and updates the status to Approved
• Reject: Rejects the order and updates the status to Rejected

3.10.4 Coupons

The Coupons page allows the Super Admin to create and manage discount coupons that companies can apply when purchasing subscription plans. To access it, click Plans from the left sidebar and then click Coupons.

• Use the Search bar to find a specific coupon by name or code
• Click Filters to expand the filter options, Type, Status, then click the Apply button to filter the data or the Clear button to reset it.

Each coupon in the list displays the following details:

• Name: The name of the coupon
• Code: The coupon code that users enter to apply the discount
• Type: The discount type, either Percentage or Flat Amount
• Min Spend: The minimum order amount required to use the coupon
• Max Spend: The maximum order amount on which the coupon can be applied
• Discount: The discount value, shown as a percentage or a fixed amount
• Coupon Limit: The total number of times the coupon can be used
• User Limit: The number of times a single user can use the coupon
• Expiry Date: The date on which the coupon expires
• Status: A toggle to enable or disable the coupon

Each coupon row also includes a View Details button, an Edit button, and a Delete button.

View Domain Requests

Each request in the list displays the following details:

• User Name: The company that submitted the domain request
• Business Name: The business for which the domain was requested
• Bio Link: The bio link associated with the request if applicable
• Requested Domain: The custom domain the company has requested
• Status: The current status of the request shown as Pending, Approved, or Rejected
• Requested At: The date the request was submitted

For requests with a Pending status, the following actions are available:

• Approve: Approves the domain request and updates the status to Approved
• Reject: Rejects the domain request and updates the status to Rejected
• Delete: Permanently removes the request from the list

View Currencies

Each currency in the list displays the following details:

• Name: The full name of the currency
• Code: The international currency code such as USD, EUR, or GBP
• Symbol: The currency symbol such as $, €, or £
• Description: A brief description of the currency
• Default: Indicates whether the currency is set as the default currency on the platform

Each currency row also includes an Edit button to update the currency details and a Delete button to permanently remove it.

Add New Currency

• Click the Add New Currency button at the top right of the page
• A popup will appear with the following fields:
• Currency Name: Enter the full name of the currency such as US Dollar, Euro, or British Pound
• Currency Code: Enter the international currency code such as USD, EUR, or GBP
• Currency Symbol: Enter the symbol of the currency such as $, €, or £
• Description: Enter an optional description about the currency
• Set as Default Currency: Check this box to set this currency as the default currency on the platform

• Click Save to add the currency or click Cancel to close the popup without saving

3.13.1 Dashboard

The Referral Program Dashboard provides a complete overview of the referral program’s performance. The top of the page displays four summary cards:

• Total Referral Users: The total number of users who registered through a referral link
• Pending Payouts: The number of payout requests currently awaiting approval
• Total Commission Paid: The total amount of commission paid out to referring companies
• Active Companies: The number of companies actively participating in the referral program

The dashboard also includes two additional sections:

• Top Referring Companies: Lists the top five companies with the most referrals, showing each company’s name, email, number of referred users, and total commission earned
• Monthly Performance: Displays this year’s statistics including Referral Signups, showing the total number of new signups through referrals this year, and Payouts Processed, showing the total commission paid out this year

3.13.2 Referred Users

The Referred Users section displays details about all users who registered through referral links. Three summary cards are shown at the top:

• Total Referred Users: The total number of users referred to the platform
• Users with Plans: The number of referred users who have subscribed to a paid plan
• Total Commission Earned: The total commission earned from referrals

The Referred Users List below displays each referred user’s name, email address, registration date, current subscription plan, plan price, and any commission earned. For users who have generated commission, a Commission History entry is shown beneath their details indicating the commission percentage applied and the amount earned.

3.13.3 Payout Requests

The Payout Requests section allows the Super Admin to view and manage commission payout requests submitted by companies. Each request in the list displays the following details:

• Company: The name and email of the company requesting the payout
• Amount: The payout amount requested
• Status: The current status of the request shown as Pending or Approved
• Date: The date the payout request was submitted

For requests with a Pending status, the following actions are available:

• Approve: Approves the payout request and updates the status to Approved
• Reject: Rejects the payout request

3.13.4 Settings

The Settings section allows the Super Admin to configure the referral program. It includes the following options:

• Enable Referral Program: Toggle this option to activate or deactivate the referral program on the platform
• Commission Percentage (%): Enter the percentage of commission that referring companies will earn when a referred user purchases a plan
• Minimum Threshold Amount ($): Enter the minimum commission balance a company must accumulate before they can submit a payout request
• Referral Guidelines: Enter the referral program guidelines text that will be displayed to companies participating in the program

Click “Save Settings” to apply any changes made.

3.14.1 Landing Page

The Landing Page settings page allows the Super Admin to fully customize the content and appearance of the platform’s landing page. The left sidebar is organized into the following sections: Setup, Layout, Content, Social Proof, and Pages. Click Save Changes at the top right to apply any updates.

3.14.2 Contact Inquiries

The Contact Inquiries page allows the Super Admin to view and respond to messages submitted through the platform’s contact page. To access it, click Landing Page from the left sidebar and then click Contact Inquiries.

• Use the Search bar to find a specific inquiry by name or email
• Click Filters to expand the filter options and filter by Status
• Click Apply Filters to apply or Reset Filters to clear

Each inquiry in the list displays the following details:

• Name: The name of the person who submitted the inquiry
• Email: The email address of the sender
• Phone: The phone number of the sender
• Subject: The subject of the inquiry
• Message: A preview of the message content
• Status: The current status of the inquiry shown as New, Contacted, Qualified, Converted, or Closed
• Date: The date the inquiry was submitted

Each inquiry row includes a View button to open the full details, a Reply button to respond, and a Delete button to permanently remove it.

3.14.3 Newsletter

The Newsletter page allows the Super Admin to view all email addresses that have subscribed to the platform’s newsletter. To access it, click Landing Page from the left sidebar and then click Newsletter. Use the Search bar to find a specific subscriber by email address

Each subscriber entry in the list displays the following details:

• Email: The email address of the subscriber
• Subscribed: The date on which the email address was subscribed

Each entry includes a Delete button to permanently remove the subscriber from the list.

Broadcast Emails List page:

Each broadcast email in the list displays the following details:

• Subject: The subject line of the broadcast email
• Status: The current status of the broadcast is shown as Failed, Processing, Scheduled, or Completed
• Recipients: The total number of recipients the email was sent to
• Sent: The number of emails successfully delivered
• Failed: The number of emails that failed to deliver
• Created At: The date the broadcast was created

Each broadcast row includes a View button to open the full broadcast details and a Delete button to permanently remove it.

Create Broadcast Email

• Click the Create Broadcast button at the top right of the page, following fields:
• Recipients: Search and select the recipients for this broadcast.
• Subject: Enter the subject line of the broadcast email
• Message: Compose the email message using the rich text editor.

• Click Save to create and queue the broadcast or click Cancel to go back without saving

View Broadcast Details

Clicking the View button on any broadcast opens the broadcast detail page which displays:

• Subject: The subject line of the broadcast
• Status: The current delivery status of the broadcast
• View Message: Click to view the full content of the broadcast email

The page also displays four summary cards:

• Total Recipients: The total number of recipients the broadcast was sent to
• Sent: The number of emails successfully delivered
• Failed: The number of emails that failed to deliver
• Pending: The number of emails still waiting to be sent

The Recipient Logs section at the bottom displays a detailed log for each recipient, such as Email, Status, Sent At, and Error.

Email Templates List Page:

The list displays all available email templates on the platform. Each template entry includes:

• Name: The name of the email template
• Actions: A View button to open and Edit the template content

Clicking the View button on any template opens its detail page, which is divided into two sections:

Template Settings

• Template Name: Displays the name of the template. This field cannot be changed.
• From Name: The sender name that will appear in the recipient’s inbox. This can be edited as needed.

Click Save Changes to apply any updates to the template settings.

Email Content

This section allows the Super Admin to customize the email body for multiple languages. Language tabs (EN, ES, AR, DA, DE, FR, and more) are displayed at the top — click any tab to switch to that language and edit its content independently.

• Email Subject: The subject line of the email as it will appear to the recipient.
• Email Content: A rich text editor where the body of the email can be written and formatted.

Click Save Content to save any changes made to the email content.

Available Variables

On the right-hand side, a list of Available Variables is displayed. These are dynamic placeholders that are automatically replaced with real values when the email is sent. Click any variable to copy it, then paste it into the email subject or body.

The available variables for the Appointment Created template are:

• {app_name} — App Name
• {appointment_name} — Appointment Name
• {appointment_email} — Appointment Email
• {appointment_phone} — Appointment Phone
• {appointment_date} — Appointment Date
• {appointment_time} — Appointment Time

3.17.1 System Settings

Configure system-wide settings for your application. When a new company is created, these defaults are automatically applied.

• Default Language: Select the default language from the dropdown.
• Date Format: Choose the date display format from the dropdown.
• Time Format: Select the time format from the dropdown.
• Calendar Start Day: Select the first day of the week from the dropdown.
• Default Timezone: Select the default timezone from the dropdown.
• Email Verification: Toggle on to require users to verify their email addresses upon registration.
• Landing Page: Toggle on to enable the public landing page, or toggle off to disable it.
• User Registration: Toggle on to allow new users to register accounts on the platform.
• Terms and Conditions URL: Enter the URL for the Terms and Conditions page that will be referenced in the registration form.

Click “Save Changes” to apply all system settings.

3.17.2 Brand Settings

Customize your application’s branding and appearance. A Live Preview panel on the right side of the page shows how your changes will look in real time.

3.17.3 Currency Settings

Configure how currency values are displayed throughout the application. A live preview at the top of the section shows how the format will appear based on your selections.

• Format Options Preview: Displays a live example of the formatted currency. You can enter a custom amount in the input field and click “Reset” to restore the default value.
• Default Currency: Select your preferred currency from the dropdown list.
• Decimal Places: Choose the number of decimal places to display from the dropdown.
• Symbol Position: Choose whether the currency symbol appears before or after the amount. ($ 100, 100 $)
• Decimal Separator: Select the character used to separate decimal values. [Dot (123.45) Comma (123,45)]
• Thousands Separator: Select how thousands are separated from the dropdown.
• Show Decimals: Toggle on to display decimal places in amounts, or toggle off to hide them.
• Add Space: Toggle on to add a space between the amount and the currency symbol.

Click “Save Changes” to apply all currency settings.

3.17.4 Email Settings

Configure email server settings for system notifications and communications.

• Email Provider: Select your email provider from the dropdown
• Mail Driver: Enter the mail driver to be used.
• SMTP Host: Enter the hostname of your SMTP server
• SMTP Port: Enter the port number used by your SMTP server
• SMTP Username: Enter the username for authenticating with your SMTP server.
• SMTP Password: Enter the password associated with your SMTP username.
• Mail Encryption: Select the encryption protocol for email transmission from the dropdown.
• From Address: Enter the email address that will appear as the sender
• From Name: Enter the display name that will appear alongside the sender’s address.
• Test Email Configuration: Use the panel on the right to verify your email setup.

Send Test To: Enter a valid email address and click “Send Test Email” to confirm the configuration is working correctly.

Click “Save Changes” to apply all email settings.

3.17.5 Payment Settings

Configure payment gateway options for subscription plans. Use the search bar to find specific payment methods or filter by category using the “All Methods” dropdown.

Click “Save Changes” to apply all payment settings.

3.17.6 Storage Settings

Configure file storage settings for your application. The section has three tabs for different storage providers:

3.17.7 ReCaptcha Settings

Configure Google ReCaptcha settings for form protection.

Note: Refer to the provided link for guidance on how to get your Google reCaptcha Site and Secret key.

• Enable ReCaptcha: Toggle on to show ReCaptcha on authentication pages.
• Google ReCaptcha Version: Select the ReCaptcha version from the dropdown.
• Site Key: Enter your Google ReCaptcha site key.
• Secret Key: Enter your Google ReCaptcha secret key.

Click “Save Changes” to apply all ReCaptcha settings.

3.17.8 Chat GPT Settings

Configure Chat GPT integration settings for AI-powered features.

• Chat GPT Key: Enter your OpenAI API key.
• Chat GPT Model Name: Select the desired GPT model from the dropdown.

Click “Save Changes” to apply all Chat GPT settings.

3.17.9 Cookie Settings

Configure cookie consent and privacy settings for your application.

• Enable Logging: Toggle on to enable cookie activity logging for auditing and compliance.
• Strictly Necessary Cookies: Toggle on to allow essential cookies required for core website functionality.
• Cookie Title: Enter the title that appears on the cookie consent pop-up.
• Strictly Cookie Title: Enter the heading shown for strictly necessary cookies.
• Cookie Description: Add a description explaining how cookies are used on the website.
• Strictly Cookie Description: Provide details explaining why strictly necessary cookies are required.
• Contact Us Description: Enter the message displayed for users who want more information about the cookie policy.
• Contact Us URL: Provide the link where users can contact support or view detailed cookie information.

Click “Save Changes” to apply all cookie settings.

3.17.10 SEO Settings

Configure SEO settings to improve your website’s search engine visibility. A live SEO Preview panel on the right shows how your page will appear in search results and on social media.

• Meta Title: Enter the clickable headline that appears in search results. Character limit: 60. Optimal length: 50–60 characters.
• Meta Description: Enter the description that appears below the title in search results. Character limit: 160. Optimal length: 120–160 characters.
• Meta Keywords: Enter comma-separated keywords relevant to your content.
• Meta Image: Upload the image displayed when sharing on social media. Click “Browse” to select a file or click “X” to remove the current image. Recommended size: 1200x630px.
• SEO Preview: A real-time preview panel on the right displays how your page will appear in search results and social media shares, along with the following SEO Tips:
• Title: 50–60 characters optimal
• Description: 150–160 characters
• Include target keywords early
• Image: 1200x630px works well

Click “Save Changes” to apply all SEO settings.

3.17.11 Cache Settings

Manage application cache to improve performance.

Note: This page is intended for advanced users. If you are unfamiliar with cache management, you may safely ignore this section.

• Current Cache Size: Displays the total size of currently stored cached data (e.g., 0.12 MB of cached data).
• Click “Clear Cache” to remove all stored cache. Clearing cache will remove the following:
• Application cache
• Route cache
• View cache
• Configuration cache

Admin Credentials :

You’ll need a username and password provided by the system administrator.

Log In :

Click the “Log In” button to access your admin dashboard.

User Table Details:

The user table displays the following information:

• Avatar: Staff member’s profile picture or default avatar icon.
• Name: Full name and registered email address of the staff member.
• Roles: The assigned role badge, such as Content Creator, Support Agent, or Manager.
• Joined: The date the staff member was added to the platform.
• Actions: Quick action buttons for user management.

Each user row includes the following action icons:

• View: Preview the staff member’s profile details.
• Edit: Modify the staff member’s information and assigned role.
• Reset Password: Opens a modal prompting you to enter and confirm a new password for the selected staff member, then click Save to apply or Cancel to discard.
• Lock/Unlock: Toggle the staff member’s account access status.
• Delete: Permanently remove the staff member from the system.

Add User

Add new staff members to the platform by clicking the “Add User” button at the top right of the Users page. Fill in the required fields in the modal form:

• Name: Enter the staff member’s full name.
• Email: Provide a valid email address for the staff account.
• Password: Set the initial password for the account.
• Confirm Password: Re-enter the password to verify accuracy.
• Role: Select the appropriate role from the dropdown to define the staff member’s access level.

Click Save to create the new staff user or Cancel to discard and close the form.

Roles Table Details:

The roles table displays the following information:

• Name: The display name of the role, such as Manager, Content Creator, or Support Agent.
• Slug: The system identifier for the role, displayed in lowercase without spaces.
• Created By: The entity that created the role, such as the Company.
• Permissions: A preview of the key permissions assigned to the role.
• Actions: Quick action icons to View, Edit, or Delete the role.

Add New Role

Create a new custom role by clicking the “Add New Role” button at the top right of the Roles page. Fill in the required fields in the modal form:

• Role Name: Enter a descriptive name for the role.
• Description: Optionally provide a brief description of the role’s purpose and scope.
• Role Permissions: Use the Manage Permissions panel to assign specific permissions to the role. You may click Select All Permissions to grant full access across all 122 available permissions, or selectively enable permissions by module, such as Dashboard, Analytics, Users, and more. Each module displays how many of its permissions have been selected. Only permissions available to your own role will be shown.

Click Save to create the role or Cancel to discard and close the form.

1. Business Setup

• Business Type: Select your industry or profession from the dropdown. Each type comes with 40 available layouts to choose from.
• Business Name: Enter the display name for your business card.
• Business Favicon: Upload a small icon (16×16 or 32×32 pixels) from the media library to represent your business in the browser tab.
• Color Theme: Customize your card’s Primary, Secondary, Accent, and Text colors using the color pickers.
• Font Family: Select a font from the dropdown to define the card’s typography style.

2. Domain & URL Settings

• URL Type: Choose between Slug, Subdomain, or Domain to define how your card URL is structured.
• URL Prefix: Optionally enter a prefix to prepend to your card URL.
• URL Path: Enter a unique path for your card. The system will confirm if the path is available.
• Password Protection: Toggle on to restrict card access with a password, then enter the password in the field that appears.
• Public URL: Displays the full shareable link to your card, with a Copy button.

3. Card Sections

This section controls the content displayed on your digital business card. The Header section is always present and includes:

• Full Name / Designer Name: The primary name displayed on the card.
• Professional Title: Your job title or role.
• Tagline / Design Philosophy: A short description or brand statement.
• Profile Image / Professional Photo: Upload your photo from the media library using the Browse button.

The Contact Information section includes:

• Email Address, Phone Number, Website URL, and Location fields.

Additional optional sections can be individually edited or removed using the edit and delete icons next to each one. Available sections include About, Services, Portfolio Videos, YouTube Channel, Portfolio, Social Media, Business Hours, Appointments, Testimonials, Location, App Download, Custom HTML, QR Code Share, Contact Form, Language Settings, Thank You Message, Action Buttons, Copyright, and SEO Settings.

Note: Some sections may be restricted based on your current plan. The available section count is displayed at the top of this area.

4. Custom CSS/JS

Toggle Enable Custom CSS/JS to add custom styling or scripts to your card. This feature requires a plan upgrade.

5. PWA Settings

• Enable PWA: Toggle on to make your card installable as a Progressive Web App.
• App Name: The full name of the app as it appears when installed.
• Short Name: A shorter label used on device home screens.
• Description: A brief description of the card app.
• Theme Color and Background: Set the colors for the PWA’s browser chrome and splash screen.

Business Table Details:

The table displays the following information for each card:

• Business: The card’s icon and name, displayed as a clickable link.
• Type: The business category or industry type.
• Created: The date the card was created, with a New badge for recently added entries.
• Theme: The visual theme applied to the card.
• Actions: A set of quick action icons for managing the card.

Each business row includes the following action icons:

• Preview: Opens a live preview of the digital business card.
• Share: Opens the Share modal displaying the card’s public URL with a Copy button, and social sharing options for Facebook, X (Twitter), LinkedIn, and Email.
• Copy Link: Instantly copies the card’s direct URL to your clipboard.
• QR Code: Opens the QR Code modal displaying a scannable QR code for the card, with a Download QR Code button to save it as an image.
• Contacts: Opens the Contacts page for that specific business, showing all leads and inquiries received through the card.
• Analytics: Navigates to the analytics view for that card.
• Duplicate: Creates a copy of the business card.
• Edit: Opens the Edit Business form for that card.
• Appointments: Opens the appointments associated with that business.
• Delete: Permanently removes the business card from the platform.

When you click the Contacts action button, you’ll be taken to the Business Contacts page. This page displays a list of all leads who have submitted the contact form associated with that specific business card. From here, you can easily manage and review all contact interactions.

At the top of the page, you’ll find navigation and action options. Click Back to Businesses to return to the main business list, or select “Create Contact” to manually add a new contact.

• To locate specific contacts, use the Search bar by entering a name.
• Click the filter button to apply the filtering data, select the status from the dropdown, then use Reset Filters to clear it.

Contacts Table Details:

• Name: Full name of the contact.
• Email: The contact’s email address.
• Phone: The contact’s phone number.
• Message: A preview of the message submitted through the contact form.
• Status: A color-coded badge indicating the contact’s current stage, such as New, Contacted, Converted, Qualified, or Closed.
• Actions: A Reply icon that opens the reply modal.

Clicking the Reply icon opens the Reply modal, which includes:

• To: Pre-filled with the contact’s email address.
• Status: A dropdown to update the contact’s current status.
• Subject: Enter the email subject line.
• Message: Enter your reply message.

Click Send Reply to dispatch the email or Cancel to discard.

Create Contact

Click “Create Contact” at the top right of the Contacts page to manually add a new contact. Fill in the required fields in the modal form:

• Name: Enter the contact’s full name.
• Email: Provide the contact’s email address.
• Phone: Enter the contact’s phone number.
• Message: Optionally add a note or message related to this contact.
• Status: Select the contact’s current stage from the dropdown.
• Notes: Add any internal notes about this contact.

Click Save to add the contact or Cancel to discard and close the form.

1. Bio Link Setup

• Link Type: Select your bio link category or persona type from the dropdown. Each type comes with 15 available layouts to choose from.
• Link Name: Enter the display name for your bio link page.
• Color Theme: Customize your page’s Button Color, Button Text Color, and Text Color using the color pickers.
• Background Settings: Choose between a Solid Color, Gradient, or Image background for your bio link page.
• Background Image: If Image is selected, upload a background image from the media library using the Browse button.
• Font Family: Select a font from the dropdown to define the page’s typography style.

2. Domain & URL Settings

• URL Type: Choose between Slug, Subdomain, or Domain to define how your bio link URL is structured.
• URL Prefix: Optionally enter a prefix to prepend to your bio link URL.
• URL Path: Enter a unique path for your bio link page.
• Password Protection: Toggle on to restrict page access with a password.
• Public URL: Displays the full shareable link to your bio link page, with a Copy button.

3. Profile Information

• Name: The primary name displayed on the bio link page.
• Tagline: A short headline or role description shown beneath your name.
• Profile Picture: Upload your photo from the media library using the Browse button.
• Email Address and Phone Number: Contact details displayed on the page.
• About Me / Description: A longer bio or personal statement about yourself or your brand.

4. Links

Add the key links you want to feature on your bio link page. Each link entry includes:

• Link Text: The button label displayed to visitors.
• URL: The destination URL for the link.
• Description: A short subtitle displayed beneath the link button.
• Icon URL (optional): Upload a custom icon for the link button using the Browse button.

Click “Add Link” to add additional links to your page.

5. Social Media

Toggle Social Media Accounts to display social icons on your bio link page. For each social account, select the Platform from the dropdown (e.g., Facebook, X (Twitter), Instagram) and enter the corresponding profile URL. Click Add Social to add more social platforms.

6. SEO Settings

• Meta Title: Enter a title for search engine indexing.
• Meta Description: Provide a brief description for search previews.
• Keywords: Enter comma-separated keywords to improve discoverability.
• OG Image: Upload an Open Graph image for social media link previews using the Browse button.

7. Copyright

• Show Copyright: Toggle on to display a copyright notice at the bottom of your bio link page.
• Copyright Text: Enter the copyright text to display, such as © 2026 YourName. All rights reserved.

8. Analytics

• Google Analytics ID: Enter your Google Analytics tracking ID to monitor page traffic.
• Facebook Pixel ID: Enter your Facebook Pixel ID for conversion tracking.
• Custom Code: Add any custom HTML, JavaScript, or tracking code to be injected into the bio link page.

Bio Link Table Details:

The table displays the following information for each bio link page:

• Bio Link: The page’s icon, display name, and URL slug.
• Type: The bio link category or persona type.
• Created: The date the bio link page was created.
• Actions: A set of quick action icons for managing the page.

Each bio link row includes the following action icons:

• Preview: Opens a live preview of the bio link page.
• Share: Opens the Share modal displaying the page’s public URL with a Copy button, and social sharing options for Facebook, X (Twitter), LinkedIn, and Email.
• Copy Link: Instantly copies the bio link page’s direct URL to your clipboard.
• QR Code: Opens the QR Code modal displaying a scannable QR code for the page, with a Download QR Code button to save it as an image.
• Analytics: Opens the dedicated analytics view for that bio link page.
• Edit: Opens the bio link builder form with all previously saved details pre-filled for editing. Make your changes and click Update Bio Link to save.
• Delete: Permanently removes the bio link page from the platform.

Bio Link Analytics

Clicking the Analytics icon on a bio link row opens the [Bio Link Name] – Analytics page, providing a detailed breakdown of traffic and audience behavior for that specific page. Use the Date Range filter by selecting a Start Date and End Date, then click Apply to update the data. Click Back to return to the Bio Link list.

The analytics page is divided into three sections:

Summary Cards display:

• Page Views: Total number of times the bio link page has been viewed in the selected period.
• Unique Visitors: Total number of distinct visitors during the selected period.
• Link Type: The category type assigned to the bio link page.

Traffic & Audience includes:

• Daily Page Views: A line chart plotting page view counts over the selected date range.
• Top Referrers: A bar chart showing the sources driving traffic to the bio link page, such as direct visits, social platforms, or search engines.

Devices & Platforms includes:

• Device Types: A pie chart breaking down visitors by the device they used, such as Mobile, Desktop, or Tablet.
• Operating Systems: A pie chart showing the distribution of visitors by their operating system.

Browser Insights includes:

• Web Browsers: A bar chart breaking down visitors by the browser they used to access the page, such as Chrome, Safari, or Firefox.

12.1.1 Appointments Side Panel

The right-hand panel shows all appointments for the currently selected date under the Appointments for [date] heading. Use the Search bar within the panel to quickly find a specific appointment by name or detail.

Each appointment card in the panel displays:

• Client name and current status badge (e.g., Confirmed, Scheduled)
• Scheduled time, email address, phone number, and associated business
• The original service request or client message
• A reply thread or notes section beneath the message

Click the Reply button on any appointment card to open the reply modal and send a response or update the appointment status directly.

12.1.2 Quick Stats

The Quick Stats panel at the bottom-right of the page gives you an at-a-glance summary of your appointment pipeline, including:

• Total Appointments: The overall count of all appointments on the platform.
• Scheduled: The number of appointments currently in a scheduled state.
• Confirmed: The number of appointments that have been confirmed.
• Completed: The number of appointments that have been marked as completed.

Placing an Order Request

Click the Order Request button on any card to open the order form for that design. The modal displays the unit price and a live-updating total based on your selected quantity.

The order form includes the following fields:

• Quantity (required): Select the number of cards you wish to order. The total price updates automatically based on your selection.
• Logo: Upload your logo file using the Choose File button to be printed or embedded on the card.
• Shipping Address: Enter the delivery address for your order.
• Business (required): Select the business this order is associated with from the dropdown.

Click Save to submit your order request, or Cancel to close the modal without placing an order.

15.1.1 Campaign Analytics

Click the analytics icon on any campaign to open its dedicated analytics page. This page is divided into three sections.

Payout Requests Table

The Your Payout Requests table displays all your submitted withdrawal requests with the following columns:

• Amount: The amount requested for payout.
• Status: The current state of the request (Pending or Approved.)
• Date: The date the payout request was submitted.

Create Payout Request

Click the “Request Payout” button at the top-right corner to open the Create Payout Request form. The form includes the following:

• Amount: Enter the amount you wish to withdraw. The minimum withdrawal amount and your current available balance are displayed beneath the field for reference.

Click Submit Request to send your payout request for review, or Cancel to close the form without submitting.

Add New Webhook

Click the “Add Webhook” button at the top-right corner to open the Add New Webhook form. The form includes the following fields:

• Module (required): Select the event that triggers the webhook from the dropdown, options include New User and New Appointment.
• Method (required): Select the HTTP method from the dropdown, GET or POST.
• URL (required): Enter the destination endpoint URL for the webhook.

Click Save to create the webhook or Cancel to close the form without saving.