User Manual – vCard SaaS

2.1 User Registration

To get started, users need to register by creating a new account using a valid email address and a secure password.

• Go to the registration page using the link provided by the platform
• Fill in the required details such as name, email, and password
• You may enter a referral code if you have one
• The system checks your input in real time and shows any missing or incorrect fields
• Once you submit the form, a verification email will be sent to your email address
• After email verification, your account will be activated and linked to a default plan automatically

2.2 Email Verification

After signing up, you must verify your email before you can log in.

• Check your email inbox for the verification message
• Click on the verification link provided in the email
• If you did not receive the email, use the “Resend Verification Email” option
• The link may expire after a set time for security reasons
• You cannot log in until your email is verified

2.3 User Login

Once your email is verified, you can log in to your account.

• Enter your registered email and password on the login page
• Use the “Remember Me” option to stay logged in on the device
• If the credentials are incorrect too many times, the account may be temporarily locked
• After a successful login, you will be redirected to the last page you tried to visit

2.4 Password Management

If you forget your password, vCard allows you to reset it securely.

• Click on the “Forgot Password” link on the login page
• Enter your registered email address
• You will receive a password reset link via email
• Follow the link to create a new password
• The system checks the strength and confirmation of the new password before saving it

Users can also change their password after logging in by visiting their account settings. All password changes are tracked to ensure account safety.

3.1 Super Admin Login Process

To access the Super Admin panel in vCard SaaS, begin by visiting the login page. From there, select the Super Admin Login option to ensure you’re entering the correct access level. Then, input your registered email address and password in the required fields. Once the correct credentials are submitted, you’ll be securely redirected to the Super Admin Dashboard, where you can manage system settings, subscription plans, users, and overall platform configuration

4.1 System Overview

At the top of the dashboard, you can view key summary data:

• Total number of registered companies
• Overall revenue generated through subscription plans
• Active versus inactive users and plan distribution
• Quick access panels for monitoring recent activity

4.2 Management Tools

Super Admins can manage users and system settings directly from the dashboard.

• Use the impersonation feature to log in as any user or company for support or testing
• Update system-level settings such as logos, default language, or branding
• View the current status of enabled payment gateways and switch them on or off as needed

4.3 Global Analytics

The dashboard also provides analytics that reflect the overall system usage:

• Track total cards and bio links created across all companies
• Review trends in signups, renewals, and plan upgrades
• Identify top-performing templates and feature usage

4.4 Administrative Controls

A set of advanced tools is also available:

• Manage and edit system email templates for various notifications
• Set or change the base currency for the platform
• Monitor system health, including disk usage, queue status, and cron job activity

All of these features help Super Admins maintain the platform and respond quickly to user needs or system changes.

5.1 System Metrics Overview

At the top of the page, summary cards show the following statistics:

• Total companies
• Total NFC Card Requests
• Total Revenue
• Monthly Growth

These counters help monitor the platform’s current performance at a glance.

5.2 User Growth Chart

A line chart is displayed below the metrics showing user growth over time. This tracks the number of companies registered each month, helping to evaluate platform adoption trends and marketing effectiveness.

5.3 Plan Distribution Pie Chart

A pie chart provides a visual breakdown of plan distribution. It shows how many companies are subscribed to each plan, making it easier to assess plan popularity and usage spread across the system. Here you can see the percentage of free plans, starter plans, and pro plans.

6.1 Directory Listings

This section showcases comprehensive business information accessible to the public:

• Business profiles display names, contact details, services, galleries, and descriptions
• Search bar with advanced filters, including category and location
• Featured listings appear at the top or are highlighted for added visibility
• Customer review system includes ratings, testimonials, and feedback moderation

6.2 Directory Management

Super Admins can control and curate the quality of all directory content:

• Approve or reject business listings before they go live
• Create and manage business categories and subcategories
• Monitor directory entries for outdated, incomplete, or inappropriate content
• Ensure listings are search engine optimized using structured metadata

6.3 User Experience

The directory interface is optimized for engagement and discoverability:

• Fully responsive across mobile and desktop devices
• Interactive maps help users locate businesses and get directions
• Contact and inquiry options are built into profiles for direct engagement
• Social media buttons allow listings to be shared on external platforms

6.4 Analytics and Insights

Super Admins can access usage metrics to assess engagement and monetization:

• View search patterns, popular filters, and user behavior trends
• Track views, inquiries, and clicks for individual business listings
• Monitor organic traffic and SEO performance metrics
• Identify revenue streams through premium placements and advertising options

7.1 Create and Filter Companies

At the top of the page, you are provided with essential tools to manage companies efficiently:

• Use the Create button to add a new company, define its email, name, and assign a plan.
• Use the Search bar to locate companies by name instantly.
• Apply Plan Filters to narrow down the list based on active subscriptions.
• Toggle between Grid and List View to suit your preference.

7.2 View Company Details

Each company entry displays vital information:

• Company Name
• Current Plan
• Created At Date
• A set of action buttons for management tasks

7.3 Perform Direct Actions

For every listed company, take decisive actions using the controls provided:

• Log in as Company to access their dashboard and resolve issues directly
• View Company Info to check basic details like name and email
• Upgrade Plan to change the company’s current subscription
• Open Business Link to view their public vCard page
• Reset Password to update their login credentials
• Disable Login to restrict access temporarily without deletion
• Edit to update company information
• Delete to permanently remove the company and its data

This section ensures you maintain full oversight and operational control over all companies in the system.

8.1 Upload and View Files

At the top, you’ll find the Upload Media File button. You can upload files by browsing, dragging and dropping, or uploading in bulk. The system supports images, documents, videos, audio files, and even ZIP files. Files are automatically resized or compressed during upload to save space and improve performance.

Below the upload button, there’s a search bar. You can use it to find files by name, file type, or size. All uploaded files are shown in a grid view, each with a preview (if it’s an image), file name, size, and upload date. This layout helps you quickly find what you’re looking for.

8.2 File Options

Each file has a small three-dot icon in the top corner. Clicking it shows a menu with these options:

• View Info: Opens a panel with the file’s name, type, size, and upload date
• Download: Saves the file to your device
• Copy Link: Copies the file’s direct URL so you can use it in other parts of the system
• Delete: Removes the file permanently from storage

In the View Info panel, you’ll also find quick buttons to download the file or copy its URL directly.

8.3 How File Management Works

The system supports different upload methods, including drag-and-drop, bulk uploads, or using a link. Files are automatically organized and optimized. For example, images are converted to formats like WebP, and document previews are available for files like PDFs or DOCX. There’s also support for bulk actions, such as deleting or moving files together.

You can manage how much space each company uses with quota settings based on plans. This helps keep storage under control. Files are also distributed through a CDN (Content Delivery Network), which makes sure users across the world can load them quickly.

8.4 File Types You Can Use

You can upload and manage many types of files:

• Images:JPG, PNG, WebP, GIF, SVG
• Documents:PDF, DOC, DOCX, TXT
• Media:MP4, MP3 (limited playback support)
• Archives:ZIP files (with possible extraction support)

8.5 Media Insights and Usage

The Media Library tracks how files are used. You can see how often a file is viewed or downloaded, which types take up the most space, and how storage is growing over time. It also shows how well files are optimized and how much storage or bandwidth is being saved.

9.1 NFC Card Requests Page

This section shows requests sent by users who want to order NFC cards. As an admin, you can approve or reject any request. You can also delete requests or use the search bar to find specific entries. Approved requests move into processing and help you keep track of active orders.

9.2 What You Can Manage

You can control the full NFC card process—from design to delivery. Set prices, choose card materials like plastic or metal, and manage shipping. Each card can be tracked by its order status, and users are automatically updated when the status changes.

The NFC chips inside the cards can be programmed to share a website, contact info, or social links when tapped. The system also helps you track inventory, monitor performance, and check which designs are most popular.

10.1 Campaigns Page

This page allows you to create and manage marketing campaigns linked to different company users and businesses.

At the top, there’s a Create Campaign button. Clicking it opens a form where you need to enter:

• Campaign Name and Description
• Select a Company User from the dropdown (users come from the Users module)
• Choose the related Business
• Set the Start Date and End Date
• Pick the Campaign Status: Pending, Active, Completed, or Cancelled
• Use the toggle to Enable or Disable the campaign

Once campaigns are created, you can manage them using the tools below:

• Search Bar: Find campaigns by name
• Filter Button: Filter by user, business, status, and date

• Campaign List: Displays all campaigns with these details:

  • Campaign Name
  • User Name
  • Business Name
  • Start Date & End Date
  • Total Days and Total Amount
  • Payment Method
  • Status
  • Active/Inactive Toggle
  • Actions

Under the Actions column, you can:

• Preview Campaign: View all campaign information
• Analytics Button: See performance insights and engagement stats
• Edit or Delete campaigns whenever needed

This page acts as the central hub for organizing, monitoring, and maintaining your marketing efforts.

10.2 Settings Page

In the Settings tab, you can configure Pricing Tiers Per Item.

This allows you to set different pricing levels depending on the duration of a campaign. For example, you may charge more for longer campaigns or apply discounts for shorter ones. These flexible pricing options help with accurate cost management and better control of billing plans.

This page supports the entire marketing lifecycle, including promotions, product launches, and brand awareness efforts. It includes tools for defining target audiences, uploading media, setting budgets, and analyzing performance.

You can track impressions, clicks, conversions, and more to calculate return on investment. Campaigns can be paused, resumed, or scheduled in advance. Real-time changes, A/B testing, and analytics make it easier to adjust strategies and improve outcomes.

11.1 Creating a New Plan

To create a new plan, click on the “Create” button. A form will appear where you’ll need to fill in the following details:

• Plan Name: Enter a name for the plan (e.g., Free, Pro, Business).
• Monthly Price: Add the monthly cost of the plan.
• Yearly Price (optional): You can also provide a discounted yearly price.
• Short Description: Write a brief description to explain what this plan includes.
• Business Limit: Set how many businesses a user can create under this plan.
• Bio Links: Add the number of bio links allowed.
• Maximum Users: Decide how many users can be added under this plan.
• Storage Limit: Enter the total file storage limit (in MB).

• 11.1.1 Feature Toggles

  Below the main fields, you’ll see several toggle switches for different features. These help you decide what functionality is available under the plan. You can turn each one on or off as needed:

  • Custom Domain: Allow users to use their domain.
  • PWA (Progressive Web App): Enable or disable PWA support.
  • Enable Trial: Let users try the plan for free (you can set the trial duration).
  • Available Templates: Grant access to different website templates.
  • Custom Subdomain: Let users create their subdomain.
  • AI Integration: Provide AI-based features if available.

• 11.1.2 Theme Selection

  There are two theme sections:

  • Standard Themes: Search and select the themes that should be included in this plan.
  • Bio Themes: Similarly, choose from the available bio themes you want to offer in this plan.

  This makes sure each plan gives users access to the right designs and templates.

• 11.1.3 Plan Settings

  At the bottom of the form:

  • Active/Inactive Toggle: Use this to activate or deactivate the plan anytime.
  • Default Plan Button: If you want this plan to be the default for new users, click this button. It will remove the default status from any other plan that’s currently marked as default.

  Once you’ve entered all the details and selected features, click Save to add the plan to your system. The plan will then appear on the Plans page, where you can manage or edit it anytime.

11.2 Plans Request Page

The Plan Requests section shows all the requests made by users who want to subscribe to or switch their existing plan. It helps you keep full control over which plans get activated for which users.

• 11.2.1 What You Can See

  Each request entry shows:

  • Name: The company or user who made the request.
  • Email: Their registered email address.
  • Plan Name: The plan they’ve requested, like Free, Starter, or Pro.
  • Plan Duration: Indicates if the user wants a monthly or yearly plan.
  • Status: Displays whether the request is Approved, Pending, or Rejected.
  • Requested At: The date the request was submitted.

• 11.2.2 Search and Filter Options

  You can easily:

  • Search requests by name or email.
  • Filter by Status to view only approved, pending, or rejected requests.
  • Reset Filters to return to the full list.

  You can approve or decline any request at any time based on your business rules or plan availability. Each row includes a delete option so you can remove unnecessary or outdated requests.

11.3 Plan Orders

The Plan Orders section shows a complete list of all purchases made for subscription plans. It helps you keep track of who bought which plan, how much they paid, and the current status of their order.

• 11.3.1 What You Can View

  Each entry displays key details:

  • Order Number: A unique ID for each purchase
  • Order Date: When the plan was ordered
  • User Name: The name of the person or company that placed the order
  • Plan Name: The name of the plan selected (Free, Starter, Pro, etc.)
  • Original Price: The base price of the plan before any discount
  • Coupon Code: If the user applied any promo code during checkout
  • Discount: Shows the amount reduced using a valid coupon
  • Final Price: What the user paid after discounts
  • Status: Indicates if the order is Pending, Approved, or Rejected

• 11.3.2 Filters and Actions

  At the top, you can:

  • Search by order number, user name, or plan
  • Apply filters based on status to narrow down results
  • Reset filters to return to the full list
  • Choose how many entries you want to see per page

  This section gives you a clear and organized view of all subscription purchases. It supports smooth plan monitoring and makes it easy to handle billing or order-related questions from customers.

12.1 Managing Coupons

The Coupons page displays all your active and inactive promotional codes in a comprehensive table format. You can view coupon details, monitor their performance, and make changes as needed.

• 12.1.1 Coupon Overview

  Each coupon entry shows essential information:

  • Name: The promotional campaign name (e.g., Summer Sale, New Customer Discount)
  • Type: Shows whether it’s a Percentage discount or a Flat Amount reduction
  • Min Spend: The minimum purchase amount required to use the coupon
  • Max Spend: The maximum purchase amount eligible for the discount
  • Discount: The discount value (percentage or fixed amount)
  • Coupon Limit: The Total number of times the coupon can be used across all users
  • User Limit: How many times each user can apply this coupon
  • Expiry Date: When the coupon expires and becomes invalid
  • Code: The actual coupon code users need to enter
  • Status: Shows if the coupon is currently active or inactive

• 12.1.2 Search and Filter Options

  You can easily manage your coupons using:

  • Search Bar: Find specific coupons by name, code, or other details
  • Filters: Sort coupons by status, type, or expiry date
  • Pagination: Control how many coupons display per page (default shows 10)

• 12.1.3 Coupon Actions

  For each coupon, you can:

  • View Details: Click the eye icon to see complete coupon information
  • Edit: Use the pencil icon to modify coupon settings
  • Delete: Remove outdated or unused coupons with the trash icon
  • Toggle Status: Activate or deactivate coupons using the status switch

12.2 Creating a New Coupon

To create a promotional coupon, click the “Add New Coupon” button. This opens a detailed form where you can configure all aspects of your discount offer.

• 12.2.1 Basic Coupon Information

  Coupon Name: Enter a descriptive name for internal reference (e.g., “Summer Sale”, “Black Friday Deal”).

  Discount Type: Choose between two options:

  • Percentage: Offers a percentage discount (e.g., 20% off)
  • Flat Amount: Provides a fixed dollar amount discount (e.g., $10 off)

  Discount Value: Enter the discount amount based on your selected type. For percentage discounts, enter the percentage number. For flat amounts, enter the dollar value.

• 12.2.2 Code Generation

  Code Generation: Select how the coupon code will be created:

  • Manual Entry: Type your custom coupon code
  • Auto-Generate: Let the system create a unique code automatically

  Coupon Code: If you choose manual entry, enter the code that users will type during checkout. Make it memorable but unique.

• 12.2.3 Spending Limits

  • Minimum Spend: Set the minimum purchase amount required to use this coupon. Leave blank if there’s no minimum requirement.
  • Maximum Spend: Define the maximum purchase amount eligible for the discount. This is optional and can be left empty for unlimited spending.

• 12.2.4 Usage Controls

  • Total Usage Limit: Set how many times this coupon can be used across all customers. Leave empty for unlimited usage.
  • Usage Limit Per User: Control how many times each customer can use this coupon. Leave empty to allow unlimited uses per user.

  Once you’ve filled in all the details, click “Save” to create the coupon. The new coupon will appear in your coupons list, where you can manage it alongside existing offers. You can activate or deactivate it anytime using the status toggle.

13.1 Request Status Types

• Pending: New requests awaiting your review and decision. These require immediate attention to maintain user satisfaction.
• Approved: Domains that have been authorized and are ready for connection. Users can proceed with their domain setup.
• Rejected: Requests that have been declined due to policy violations, technical issues, or other concerns.

13.2 Search and Filter Functionality

You can efficiently manage domain requests using:

• Search Bar: Find specific requests by user name, business name, or domain
• Filters: Sort requests by status to focus on pending, approved, or rejected submissions
• Pagination: Navigate through multiple pages of requests with customizable page size (default shows 10 per page)

13.3 Managing Domain Requests

For each domain request, you can perform the following actions:

• Approve Request: Click the green checkmark (✓) to approve the domain connection. This allows the user to proceed with linking their custom domain to their vCard or business profile.
• Reject Request: Use the red X (✗) button to decline the domain request. You might reject requests for policy violations, inappropriate domains, or technical compatibility issues.
• Delete Request: Remove completed or outdated requests from the system using the trash icon to keep your list organized and current.

13.4 Review Process

When reviewing domain requests, consider:

• Domain appropriateness and compliance with your platform policies
• Technical compatibility and DNS requirements
• User’s subscription plan permissions for custom domains
• Potential conflicts with existing domains in your system

The domain request system ensures you maintain full control over which custom domains are connected to your platform while providing users with the flexibility to use their branded domains for professional vCard presentations.

14.1 Currency Overview

The currencies table displays all available currencies in your system with detailed information:

• Name: The full name of the currency (e.g., Ugandan Shilling, Serbian Dinar)
• Code: The standard three-letter currency code (e.g., UGX, RSD, BAM)
• Symbol: The currency symbol used for display (e.g., USh, дин, KM)
• Description: Additional details about the currency
• Default: Shows whether this currency is set as the system default
• Actions: Available operations for each currency (edit and delete)

14.2 Supported Currency Types

The platform supports an extensive range of currencies to serve users globally:

• Global Major Currencies: USD, EUR, GBP, JPY, CAD, AUD, CHF, CNY, and 50+ other international currencies for worldwide business operations.
• Regional Currencies: INR, BRL, MXN, ZAR, SGD, HKD, SEK, NOK, and local currencies to serve specific markets with appropriate regional pricing.
• Cryptocurrency Support: Bitcoin, Ethereum, and major altcoins are supported through integrated payment gateways for modern digital transactions.
• Currency Display Features: Each currency includes proper symbols, codes, formatting rules, and decimal place configurations for accurate presentation.

• 14.2.1 Search and Navigation

  You can efficiently manage your currency list using:

  • Search Bar: Find specific currencies by name, code, or symbol
  • Pagination: Navigate through multiple pages of currencies with page numbers
  • Per Page Control: Adjust how many currencies display per page (default shows 10)

  The system shows “1 to 10 of 109 currencies,” indicating a comprehensive international currency database.

• 14.2.2 Currency Actions

  For each currency entry, you can:

  • Edit: Modify currency details using the pencil icon
  • Delete: Remove unused currencies with the trash icon

• 14.2.3 Pricing Localization Features

  The currency system includes comprehensive localization capabilities:

  • Payment Gateway Integration: Currency-specific payment gateways with support for local payment methods are preferred in different regions.

14.3 Adding New Currencies

To add a new currency to your platform, click the “Add New Currency” button. This opens a form where you can configure all currency details.

• 14.3.1 Currency Configuration

  Currency Name: Enter the full official name of the currency (e.g., “United States Dollar”, “European Euro”).

  Currency Code: Input the standard three-letter ISO currency code. Examples include:

  • USD for United States Dollar
  • EUR for European Euro
  • GBP for British Pound

  Currency Symbol: Add the symbol used to represent this currency in displays. Examples:

  • $ for Dollar
  • € for Euro
  • £ for Pound

  Description: Provide additional information about the currency. This field is optional but can help users understand regional usage or special characteristics.

14.4 Default Currency Setting

Set as Default Currency: Check this option if you want to make this currency the default for new users and system-wide pricing displays. Only one currency can be set as default at a time.

• 14.4.1 Saving Currency Settings

  Once you’ve filled in all the required fields, click “Save” to add the currency to your system. The new currency will appear in the currencies list and become available for users to select in their vCard profiles and business settings.

• 14.4.2 Currency Usage

  Currencies you add here will be available for:

  • User profile pricing displays
  • Subscription plan pricing
  • Service and product listings
  • Business card monetary information
  • Invoice and payment processing

14.5 Financial Management and Reporting

The currency management system provides comprehensive financial tools:

• Revenue Tracking: Monitor multi-currency revenue streams, analyze conversion impact, and track regional performance to optimize global business strategies.
• Cost Management: Implement currency hedging strategies, analyze exchange rate impact on profits, and maintain healthy profit margins across different currencies.
• Advanced Reporting: Generate currency-specific financial reports, conduct exchange rate analysis, and create comprehensive financial summaries for business insights.
• Compliance and Audit: Maintain compliance with regional financial regulations, support tax reporting requirements, and provide complete audit trails for all currency-related transactions.

This comprehensive currency management system ensures your platform can serve users globally with appropriate local currency support for their business needs.

15.1 Referral Program Dashboard

The dashboard provides an overview of your referral program performance with key metrics:

• Total Referral Users: Shows the total number of users who have joined your referral program (displayed as 90 in the example).
• Pending Payouts: Displays the number of commission payments awaiting approval or processing (shown as 2 pending requests).
• Total Commission Paid: The cumulative amount of commissions distributed to referrers (showing $150.75 total paid).
• Active Companies: Number of businesses currently participating in the referral program (10 active companies).

15.2 Top Performing Referrers

The “Top Referring Companies” section ranks your most successful affiliates:

• Company Rankings: Lists companies by their referral performance
• Referral Count: Shows the number of successful referrals each company has generated
• Commission Earned: Displays the total commission amount earned by each referrer
• Contact Information: Provides email addresses for easy communication with top performers

15.3 Monthly Performance Tracking

• Referral Signups: Track new referral program enrollments with yearly statistics (86 signups this year in the example).
• Payouts Processed: Monitor commission payments distributed during specific periods ($0150.75 processed this year).
• This overview helps you identify trends, top performers, and program growth patterns for strategic decision-making.

15.4 Referral Program Features

The platform supports advanced referral mechanics, including:

• Unique Referral Codes: Each participant receives personalized referral codes for tracking and attribution.
• Multi-tier Commission Structure: Implement hierarchical reward systems with different commission rates based on performance levels.
• Performance Bonuses: Reward exceptional referrers with additional incentives and bonus payments.
• Conversion Tracking: Monitor the complete referral journey from initial signup to successful conversions and lifetime value calculations.

15.5 Payout Request Management

The Payout Requests section handles all commission payment workflows, ensuring transparent and efficient processing of referral earnings.

• 15.5.1 Payout Request Overview

  The payout requests table displays all pending and processed commission payments:

  • Company: The referring business or individual requesting payment
  • Amount: The commission amount to be paid
  • Status: Current state of the request (Pending, Approved, Rejected)
  • Date: When the payout request was submitted
  • Actions: Available operations for each request

• 15.2.2 Payout Request Actions

  For each payout request, you can:

  • Approve: Process the commission payment and mark it for distribution using the green checkmark button.
  • Reject: Decline the payout request if it doesn’t meet program requirements using the red X button.

• 15.2.3 Payment Processing Features

  The system supports comprehensive payout management:

  • Minimum Threshold Controls: Set minimum earning requirements before payouts become available to prevent small, frequent transactions.
  • Multiple Payment Methods: Support various payout options, including bank transfers, PayPal, digital wallets, and cryptocurrency payments
  • Payment Verification: Implement verification requirements and fraud prevention measures to ensure legitimate payouts.
  • Transaction Records: Maintain complete payment histories and transaction records for audit and compliance purposes.

15.6 Referral Program Settings

The Settings section allows you to configure all aspects of your referral program to align with your business objectives and reward structure.

• 15.6.1 Program Configuration

  • Enable Referral Program: Use the toggle switch to activate or deactivate the entire referral program system.
  • Commission Percentage: Set the base commission rate that referrers earn from successful conversions (shown as 10.00% in the example).
  • Minimum Threshold Amount: Define the minimum commission amount required before users can request payouts (set to $0.00 in the example, meaning no minimum threshold).

• 15.6.2 Program Guidelines

  The referral guidelines section provides clear information for participants: “Welcome to our referral program! Earn commission when users sign up using your referral link and purchase a plan. Commission is calculated based on the plan price and will be available for payout once you reach the minimum threshold.”

16.1 Setup Tab

This tab helps you define the basic structure and setup of your landing page. It has three internal tabs: General, Order, and Advanced.

• 16.1.1 General

  In this section, you can define basic company branding and contact information:

  • Enter your Company Name, Contact Email, Contact Phone Number, and Contact Address.
  • Choose your brand’s visual identity using Primary Color, Secondary Color, and Accent Color fields.
  • A Live Preview panel on the right shows all changes in real-time.
  • Once you’re done editing, click Save Changes to reflect updates on the frontend.

• 16.1.2 Order

  This tab lets you decide which sections of the landing page should be visible:

  • You can enable or disable individual page sections such as Hero, Features, Screenshots, Why Choose Us, Templates, Campaigns, etc.
  • You can reorder these sections by dragging and dropping them. The new order will be reflected on the live page.
  • Even if a section is disabled, it remains in the list for future use.

• 16.1.3 Advanced

  This section is for advanced customization:

  • Set your Meta Title and Meta Description for SEO purposes.
  • Add Custom CSS to override default styling without changing core code.
  • Add Custom JavaScript to include any third-party scripts or analytics.
  • These customizations give developers flexibility for adding functionality or branding.

16.2 Layout Tab

This tab defines the overall layout and appearance of the Header, Hero section, and Footer.

• 16.2.1 Header

  • Choose whether to show or hide the header call-to-action button.
  • Enable or disable the Transparent Header.
  • Set Background Color, Text Color, and choose the Button Style (Solid, Gradient, or Outline) from the dropdowns.

• 16.2.2 Hero

  This section allows complete customization of your hero banner:

  • Enable or disable the Hero Layout.
  • Choose your Layout Style from: Content Left, Image Right, Image Left, Content Right, Full Width, or Centered Content.
  • Adjust Section Height between 300–1000 pixels.
  • Add text elements like Hero Title, Hero Subtitle, Announcement Badge, Primary Button Text, and Secondary Button Text.
  • Add multiple Hero Statistics with value and label (e.g., “100K+ Users”).
  • Show a Sample Hero Card with fields for Name, Title, Company, and Initials.
  • Upload or browse the Hero Image and select its position (left or right).
  • Customize Hero Colors with background and text options, and optionally enable a Background Overlay with a custom overlay color.

• 16.2.3 Footer

  • Enable or disable the Footer Content.
  • Add a Company Description, Newsletter Title, and Newsletter Subtitle.
  • Add multiple Social Links with icon, name, and URL, and remove them if needed.
  • In Footer Links, add titles and corresponding links for different products or sections.

16.3 Content Tab

This tab lets you manage the major content blocks of your landing page.

• 16.3.1 Features

  • Enable or disable the Features Section.
  • Add a Section Title, Subtitle, and toggle the display of Icons.
  • Choose a Background Color, and upload or browse an image to display in this section.
  • Use the Feature Boxes section to add multiple features with a title, icon, and content. These can be deleted at any time.

• 16.3.2 Screenshots

  • Enable or disable the Screenshots Section.
  • Add Section Title and Subtitle.
  • Upload screenshots and enter their Title, Alt Text, and Description.
  • Screenshots can be managed and deleted as needed.

• 16.3.3 Why Us

  • Enable or disable this section using the toggle button.
  • Add Section Title and Subtitle.
  • Add Reasons to Choose Us, each with a Title, Icon, and Description.
  • Create multiple Statistics under this section with custom Value, Label, and Color.
  • Lastly, configure the Call to Action (CTA) by adding CTA Title and Subtitle.

• 16.3.4 Templates

  • Toggle the visibility of the Templates Section.
  • Set Title, Subtitle, Layout Style, Number of Columns, and Background Color.
  • Choose from available Templates, and remove the ones you don’t want to display.
  • Add a CTA Button Text and Link at the end of the section.

• 16.3.5 About

  • Enable or disable the About Section.
  • Select Layout Style and Image Position from the dropdowns.
  • Add About Title, Description, Story Title, and Story Content.
  • Upload an About Image, choose Background Color, and enable the Parallax Effect if needed.
  • Add Statistics like value, label, and color.
  • Use About Values and Image Info (title, subtitle, and icon) to enhance the section.

• 16.3.6 Campaigns

  • Enable or disable the Campaigns Section.
  • Add Section Title and Subtitle.
  • Choose Layout Style (Grid, Carousel, Slider, List).
  • Set the Number of Columns and Maximum Campaign Display Limit.
  • Choose whether to display the View All button. If disabled, users won’t see the campaign section on the landing page.

16.4 Social Tab

The Social tab includes Team, Reviews, and Plans sections.

• 16.4.1 Team

  • Enable or disable the Team Content.
  • Add Team Title and Subtitle.
  • Create Team Members with Name, Role, Profile Image, Description, LinkedIn URL, and Email.
  • Team members can be deleted individually.
  • Configure the Join Team CTA by entering the CTA Title, Description, and Button Text.

• 16.4.2 Reviews

  • Enable or disable the Testimonial Section.
  • Add a Section Title and Subtitle.
  • Under Trust Indicators, add a Title and trust-related Statistics.
  • In Default Testimonials, add Name, Role, Company, Rating, and Testimonial Content.

• 16.4.3 Plans

  • Enable or disable the Plans Section.
  • Add Title, Subtitle, and FAQ Text for this part of the landing page.

16.5 Engagement Tab

This section helps you engage visitors using FAQs, Newsletters, and Contact Forms.

• 16.5.1 FAQ

  • Enable or disable the FAQ Section.
  • Add Section Title, Subtitle, CTA Text, and CTA Button Text.
  • Create and manage FAQs by adding Questions and Answers. You can delete them as needed.

• 16.5.2 Newsletters

  • Enable or disable the Newsletter Section.
  • Enter Section Title, Subtitle, and Privacy Text.
  • Add or delete items under Newsletter Benefits to show the value of subscribing.

• 16.5.3 Contact

  • Enable or disable the Contact Section.
  • Add Section Title, Subtitle, Form Title, Contact Info Title, and Description.
  • Add Email Address, Phone Number, and Physical Address.
  • Add and manage Contact FAQs with Question and Answer fields.

17.1 Page List View

On accessing the Custom Pages panel, you’ll see a searchable and paginated list of all existing custom pages. Each row displays:

• Page Title (e.g., About Us, Privacy Policy)
• Slug (URL) : automatically generated or user-defined (e.g., /page/about-us)
• Preview of Content : the beginning text of the content saved.
• Status : shows whether the page is Active or Inactive.
• Created Date
• Actions : Options to Edit or Delete the page

17.2 Creating a New Custom Page

Click on the Add Page button to create a new custom page. A popup form will appear with the following fields:

• Page Title : Enter the name of the page (e.g., Refund Policy)
• Page Slug (URL) : Can be left blank to auto-generate from the title, or manually entered (e.g., refund-policy)
• Content : A rich text editor where you can format and enter the full content for the page using tools like bold, lists, headings, and links
• Meta Title (SEO) : Optional SEO title for the page
• Meta Description (SEO) : Optional SEO description for better indexing
• Status Toggle : Activate or deactivate the page using the toggle

After filling in all details, click Create Page to save. The new page will now appear in the custom page list.

17.3 Editing or Deleting Pages

• Click the pencil icon to edit the content or settings of a custom page.
• Click the trash icon to delete a page permanently.

This feature gives full flexibility to display company-related legal and informational content that remains accessible and organized through a centralized control panel.

18.1 Viewing and Editing Email Templates

To view a template, click the eye icon beside any listed item in the email templates table. This opens a detailed view page where you can update the email content and related settings.

At the top, the Template Settings section displays the name of the template, which is fixed and cannot be edited. You can edit the sender’s display name (From Name), which will appear as the source of the email in the recipient’s inbox. After making changes, click the “Save Changes” button to update the information.

18.2 Multilingual Email Content

Each email template supports content customization in multiple languages. Tabs for various languages are shown across the top of the content editor. Select the language you wish to configure, and the editable fields for that language will appear below.

Within each language section:

• The Subject Line can be customized to define the email’s headline.
• The Body Content can be edited using a rich text editor. You may personalize the message using predefined dynamic fields available on the right-hand side of the page.

Click the “Save Content” button after editing to ensure your updates are stored.

18.3 Using Dynamic Variables

On the right panel, you’ll find a list of available dynamic variables. These can be inserted into the subject or body of the email to automatically include appointment details, user names, system data, and more. When the email is sent, these variables are replaced with real-time values from the system.

This setup helps you maintain a personalized, informative email experience for your users, without requiring manual input each time.

19.1 Brand Settings

• In the Brand Settings section, you can upload your logo and add a URL by browsing files from the media section. You can also upload a favicon using the same process. Additionally, by clicking on the text area, you can add your site title and footer text.
• Under the Theme tab, you can customize the color scheme, sidebar, and layout settings, and view a live preview of your changes. A Save Changes button is provided here as well.

19.2 Currency Settings

• In the Currency Settings section, you can view available currencies under the Format option and choose your default currency. You can also set the number of decimal places, select the currency symbol position, and configure the decimal separator.
• There is an option to choose the thousand separator, along with toggle buttons to add space between currency and amount and to show decimals. A Save Changes button is provided to apply your settings.

19.3 Email Settings

• In the Email Settings section, you can select your preferred email provider from the drop-down menu. You can enter the mail driver, SMTP host, SMTP port, SMTP username, and SMTP password.
• You can also choose the mail encryption method from the dropdown, and enter the “From” email address and “From” name. A field is provided to enter a test email address, along with a Send Test button to verify the configuration. A Save Changes button is available to save your settings.

19.4 Payment Settings

• In the Payment Settings section, you can configure various payment methods for subscriptions. A search bar is available to quickly find a specific payment method. For Bank Transfer, a toggle button is provided — enabling it will display the bank details section. Similarly, Credit cards and other methods also have toggle buttons to enable or disable them.
• In the Paytab section, you can use a toggle button to enable it, and then select the mode using radio buttons. You’ll need to enter the Profile ID and Server Key, and then select the region from the dropdown menu.
• For Skrill, you can enable the toggle, then enter your Merchant ID and a custom keyword. In Converge, the process is similar — enable the toggle first, then select the mode and enter your API Token.
• This structure applies to many other payment gateways supported in the system, allowing you to enable, configure, and manage them as per your business needs. A Save Changes button is available to save your settings.

19.5 Storage Settings

• In the Storage Settings section, you can configure options for Local Storage, AWS S3, and Wasabi Storage.
• For Local Storage, you can click the button to enable or disable the option, and set the maximum upload size.
• In the AWS S3 section, you can enter your Access Key, Secret Key, Default Region, Bucket Name, URL, Endpoint, and define the file type and storage type.
• For Wasabi, you can follow the same process as AWS S3 by entering the required credentials and settings.
• A Save Changes button is provided to apply and store your configuration.

19.6 reCAPTCHA Settings

• In the reCAPTCHA Settings section, you’ll find a note on how to get your Google reCAPTCHA Site Key and Secret Key. You can enable or disable reCAPTCHA authentication using the toggle button.
• You can also select the Google reCAPTCHA version and enter your Site Key and Secret Key to complete the configuration. A Save Changes button is provided to apply and store your configuration.

19.7 ChatGPT Settings

• In the ChatGPT Settings section, you can add your ChatGPT API Key. The model name will be displayed once the key is entered. A Save Changes button is provided to save your configuration.

19.8 Cookie, SEO, and Cache Settings

• In the Cookie Settings section, you can enable or disable Logging Activity using the toggle button. A toggle is also provided for Strictly Necessary Cookies. You can add the Cookie Title, Description, and a URL link. A Download option is available, and a Save Changes button is provided to apply your settings.
• In the SEO Settings section, you can add Meta Keywords and a Meta Description to optimize your site for search engines. You can also upload a Meta Image for better link previews and social sharing. A Save Changes button is provided to apply and store your SEO configurations.
• The Cache Settings section is designed for advanced users who want to manage system performance more efficiently. It includes a clear notice advising users to skip this section if they’re not familiar with how caching works.
• A Delete option is provided, allowing you to quickly clear the system cache, which can help improve the application’s speed and ensure that recent changes are properly reflected.

So, this was the complete explanation about super admin’s access and capabilities. Now, let’s learn about the company profile settings.

20.1 Introduction

The Company Login panel in vCard is your secure entry point to access the system’s business-side functionalities. As a company user, you will be granted role-based access to tools like appointment scheduling, digital business card creation, contact management, and more. Behind this simple interface lies a robust authentication system designed for security, reliability, and flexibility.

The platform ensures that only authorized users can access the dashboard while enforcing modern authentication standards such as email verification, secure password handling, and login session protection. From first-time registration to day-to-day login activities, the system is structured to provide a secure and smooth experience for company users.

• 20.1.1 Login Process

  • To begin, navigate to your vCard login page. On this screen, you will find a form asking for your email address and password. Once entered, clicking on the “Log in” button will authenticate your credentials. If correct, the system will log you into your account and redirect you to the dashboard or the last page you attempted to visit.
  • For enhanced security, failed login attempts are monitored. If incorrect credentials are entered multiple times, the system may temporarily lock the account to prevent abuse. However, successful logins will resume normal access immediately. The “Remember me” option allows for a persistent session on the current device, keeping you logged in even after closing the browser.
  • Accounts that haven’t completed email verification will not be granted access until they follow the link sent to their inbox. If needed, users can click to resend the verification email. The system tracks account verification status and ensures expired links are properly handled, improving the reliability of the verification process.

• 20.1.2 User Registration and Security

  • If you are a new user, the system offers a guided registration process where you can sign up using a valid email address and password. The registration form includes real-time validation to reduce input errors. During this process, you can optionally enter a referral code if you were invited by another user.
  • Once registration is complete, an email is sent automatically to verify your account. Until this step is confirmed, login access remains restricted. After successful verification, the system automatically assigns a default plan to your account so you can begin using the platform immediately.
  • All user passwords must meet strength validation criteria, and password confirmation is required to prevent accidental mismatches. When users initiate a password reset, the system sends a secure, time-limited reset link to their email, backed by encrypted token generation. Password changes are tracked for security, and previously used passwords can be restricted based on policy.

• 20.1.3 Forgot Password and Reset

  • If you forget your password, the “Forgot password?” link will redirect you to a password recovery form. After entering your registered email address, a secure link will be sent to initiate the password reset process. Once verified, you can enter and confirm your new password. The platform enforces rules around password complexity and reuse, ensuring that your account stays protected.

• 20.1.4 Demo Access (Optional)

  • For demo or trial usage, a “Login as Company” button is available on the login page. This allows instant access to a preconfigured company account without the need for email or password entry. This feature is particularly useful for exploration or demonstrations.

  So, this was the complete registration process. Now, let’s go through the flow of the company page and the company user’s access and capabilities. Let’s start with the dashboard first.

21.1 Dashboard Overview

At the top of the dashboard, you will find three primary action buttons:

• Refresh: Click this button to reload your dashboard data. It ensures that all information, including analytics and activity logs, is updated in real-time.
• Analytics: This button is placed next to the refresh icon. Clicking it will take you directly to the detailed Analytics page, where you can explore user traffic, engagement, and performance metrics related to your business cards.
• Create Business: This button is located to the right and provides direct access to the business creation page. Clicking it will open the form for adding a new business profile within your account.

21.2 Key Metrics and Quick Stats

The top section of the dashboard displays critical statistics related to your business usage, including:

• Total Businesses: Shows the number of business cards created under your account.
• Total Contacts: Displays the total number of contacts associated with your business cards.
• Appointments: Indicates how many appointments have been booked through your cards.
• Total Views: Reflects the overall number of views received by your business cards.
• Monthly Growth: Provides a visual cue on your engagement progress over the past month.

These insights give you a quick snapshot of your business’s digital activity and outreach.

21.3 Business Card Preview and Actions

Beneath the statistics section, a live preview of your business card theme is displayed. This demo allows you to:

• Edit the business card directly from the preview.
• Preview the card in its full format.
• Navigate to the business page associated with the card.

Next to the theme preview, you will find the QR Code for that specific business card. You can copy or share the QR code at any time, making it easier to distribute your card digitally or in print.

21.4 Storage and Activity Logs

• Further down, the dashboard displays your current storage usage, which helps you monitor how much of your allocated space is being utilized for media, files, and content.
• Besides this, a list of recent activities is available. This section logs your most recent system action, such as edits, updates, business creations, and more. It’s a useful way to keep track of your latest contributions and changes in one place.
• Below the activity list, you’ll find quick access buttons to the Contacts and Appointments modules. Clicking these buttons will immediately redirect you to their respective pages, helping you jump directly into management tasks.

21.5 Feature Highlights

At the bottom of the dashboard, you’ll see cards representing the key modules of vCard:

• vCard Builder
• Contact Management
• Appointment Booking
• Analytics & Insights

Each card highlights a core feature of the platform. Clicking on any of these cards will take you directly to the respective module, where you can explore and manage its full capabilities.

22.1 Analytics Overview

At the top of the page, you’ll find summary statistics that give you immediate insight into your overall traffic:

• Total Visitors : The total number of unique visitors during the selected time period.
• Today’s Visitors : The number of visitors recorded on the current day.
• Page Views : The cumulative number of times your pages have been viewed.
• Average Session Time : Displays the average duration of each visit.
• Bounce Rate : Shows the percentage of users who left after viewing only one page.
• Contacts : Total number of users who submitted their contact details.

These metrics help you understand how users are interacting with your digital content and how effectively it converts visitors.

22.2 Visitor Trends and Geography

A line chart titled Visitor Trends visually represents user traffic over a selected date range. You can filter this range using the date selector available in the top-right corner. This allows you to view analytics for specific periods like today, this week, this month, or a custom range.

Beside or below this, a Geographic Distribution map displays the locations of your visitors, helping you identify your audience’s countries or regions. This insight can be valuable when targeting specific markets.

22.3 Devices, Browsers, and Sources

Further down, you’ll find several categorized insights that break down how users are accessing your business cards:

• Device Types : A chart displays whether visitors are using Desktop, Mobile (e.g., iPhone), or Unknown devices.
• Browsers Used : Shows which web browsers are being used, such as Chrome, Mozilla, Safari, etc.

• Traffic Sources : Identifies how users are reaching your content, such as

  • Direct : Users who enter the URL manually.
  • Referrals : Domains like demo.workdo.io that sent traffic to your page.

This level of detail allows you to optimize your content for the most popular platforms and traffic sources.

22.3 Real-Time Activity and Conversions

At the bottom of the page, the Real-time Activity section lists users who are currently browsing your business card, along with the specific page each user is viewing. This live feed helps you track ongoing engagement as it happens.

Two additional metrics are also provided:

• Conversion Rate : Displays the percentage of visitors who submitted their contact details, helping you gauge how effective your content is at driving user actions.
• Total Appointments : Shows how many appointments were booked during the selected time frame.

23.1 Exploring the Directory

At the top of the Business Directory page, a search bar allows users to look up businesses by name. Alongside this, a dropdown filter is available to narrow results based on business categories or types. After entering the desired search criteria, users can click the Search button to apply the filters and update the results.

Each business is displayed in a card layout that offers a snapshot of the business’s key information. The following details are shown on every business card:

• Business name
• Category or business type
• Phone number
• Email address
• Location (if available)
• Total number of views received

This layout helps users compare multiple businesses at a glance.

• 23.1.1 Available Actions

  Each business card provides two key action buttons:

  • View Card : Opens the digital business card in a new view for quick reference.
  • View Details : Navigates to a detailed profile page with extended business information.

  These options allow users to interact quickly with any listing and learn more before reaching out.

23.2 Viewing Business Profiles

Clicking the View Details button on any card opens a dedicated business profile page. At the top of this page, the business name and category are prominently displayed, along with a Back button to return to the directory.

On the right-hand side, the Contact Information panel includes:

• Business phone number
• Email address
• Website (if provided)
• Physical address
• A View Digital Card button for immediate access to the vCard

23.3 Business Information Sections

The profile page is organized into clear sections:

• About : Displays a short description of the business, including an overview of services, values, or goals.
• Hours : Shows the business’s weekly operating hours, with each day marked as open or closed.

This structure ensures users get an informative yet concise understanding of the business.

23.4 Footer Actions

At the bottom of the business profile, the Actions panel gives users quick ways to connect:

• View Profile : Takes users to the complete digital business card.
• Call : Opens the device’s default phone app (for supported devices).
• Send Email : Opens the user’s email client to contact the business directly.

This layout ensures users can engage with businesses quickly and effectively, all from one centralized interface.

24.1 Users

At the top of the Users page, you’ll find an “Add User” button. Clicking this will open a form where you must fill in important details such as:

• Name
• Email
• Password
• Confirm Password
• Job Role (select from a dropdown)

Once a user is created, they appear in a tabular list showing their Name, Assigned Role, and Joined Date.

Each user row includes an Actions column, where you can:

• View user details in a dedicated profile page
• Edit user information like name, role, and contact details
• Change Password for the user securely
• Toggle Active/Inactive status to control login access
• Delete the user if they are no longer part of your organization

At the top right, a search bar helps you quickly find specific users by name or email. You can also switch between List View and Grid View using the layout toggle button.

24.2 Roles

The second subsection is the Role Management area. Click on the “Add Role” button to create a new custom role. You’ll need to enter:

• Role Name
• Role Description
• Permissions (select from a checklist of available permissions)

Roles appear in a table format with the following columns:

• Role Name
• Slug (unique identifier for internal use)
• Description
• Created By
• Created At
• Permissions (count and access level)

The Actions column here lets you:

• Edit role details and permissions
• View the complete permission list for any role
• Delete a role permanently

A search bar is also available for filtering roles by name or keyword.

This structure supports complete access control within the system, ensuring that every staff member only sees and interacts with features relevant to their role. Whether it’s handling login permissions, managing user accounts, or reviewing security-sensitive roles, the Staff section provides the essential tools to maintain a secure and organized team environment.

25.1 Setting up the business

25.2 Edit Business Page

The Edit Business page works similarly to the Create Business page. You can modify any existing data, and your changes will be instantly reflected on the live business frontend. This allows you to keep your business information current without needing to recreate anything from scratch.

25.3 Business Page

On the Business page, you’ll find a list of all businesses you’ve created. Each entry includes:

• Business Name
• Business Type
• Created Date
• Theme in Use

In the Actions column, you’ll find options to:

• Preview Template
• Share on platforms like Facebook, Twitter, LinkedIn, etc.
• Copy Link to clipboard
• View QR Code (download or share)
• Contacts (navigate to business-specific contacts)
• Analytics (view analytics dashboard)
• Duplicate Business
• Edit Business
• View Calendar/Appointments
• Delete Business

At the top, you’ll find a Create New Business button to start a new entry. Below that, a Search Bar is provided to quickly find businesses. You can also apply Filters based on themes and toggle between Grid View and List View for better visual organization.

26.1 Create Bio Link Page

The Create Bio Link page allows you to design your personal or branded landing page by filling in a series of thoughtfully organized sections. You can add unlimited links, enhance their appearance, and tailor the entire layout to suit your professional or creative style.

26.2 Bio Link Page

The Bio Link Page displays all the bio links you have created in a tidy list or grid format, depending on your selected view.

Each record displays:

• Bio Link Name
• Theme Type
• Date Created

In the Actions Column, you’ll find:

• Preview : View the live bio link in a new tab
• Share : Share the link to social media or messaging platforms
• Copy Link : Instantly copy the URL to your clipboard
• QR Code : Open a QR code version of your link, with options to download or scan
• Analytics : View detailed metrics including visitor counts, click-through rates, and link-specific data
• Edit : Open the form to update the bio link
• Delete : Permanently remove the bio link

At the top of the page, you can:

• Click the Create New Bio Link button to build another page
• Use the Search Bar to locate a specific bio link
• Filter bio links based on their assigned theme
• Switch between List View and Grid View for a more comfortable browsing experience

Over time, this section becomes your central dashboard for managing all your link-in-bio pages, whether you’re running multiple brands, campaigns, or personal projects.

27.1 Create Contact

• To add a new contact manually, please click the Create Contact button at the top of the page. You’ll be directed to a clean and organized form, where you can input all relevant contact details.
• Begin by selecting the Business this contact is associated with from the dropdown menu. Then, fill in the Contact’s Name, Email Address, and Phone Number. A Message field is also provided, which allows you to note what the person has shared or requested.
• Next, choose the Status from a predefined list—this helps you track the current stage of your communication with this contact. If needed, there is an optional Note field at the bottom for any internal comments, background context, or reminders you’d like to associate with this contact.
• Whether you are adding a contact from a newsletter signup, an appointment request, a QR scan, or manually from offline sources, this form allows you to capture all essential information in a consistent format. It’s especially helpful when managing growing contact lists or qualifying new leads.

27.2 Contact List

Once contacts are created, they appear in a tabular layout on the main Contacts page. Each entry displays:

• Name
• Email
• Business Name
• Phone Number
• Message
• Status

These records help you quickly review key communication details and manage responses at a glance.

To the right of each contact row is an Actions Column with buttons that let you respond directly or remove the contact from the list:

• Reply : Opens a form to send a direct email response or follow-up message
• Delete : Removes the contact from your database

This setup simplifies follow-up management by ensuring every interaction is addressed or properly categorized.

27.3 Search & Organization Tools

• At the top of the page, you’ll find a Search Bar that helps you locate specific contacts using name, email, business, or other key fields. This becomes especially useful when working with large datasets or recurring clients.
• The system automatically keeps track of each contact’s timestamp and source—allowing you to see where inquiries are coming from and when they arrived. Over time, you’ll start recognizing communication patterns that can help improve your response strategy or lead conversion process.
• Additionally, contact profiles store any notes or historical data you may have added during previous interactions. You can review this information at any time to get full context before your next response or to better understand your customer’s journey.

27.4 Communication & Analytics

Each reply you send from within the platform can be tracked for future reference, and a record of your communication history is maintained alongside the contact’s profile. This includes not only email threads but also any scheduled follow-ups or internal comments you’ve logged.

The platform also supports insight generation, helping you see trends like:

• How quickly your contact base is growing
• Which channels are delivering the most leads
• Where your most engaged contacts are located
• How many responses are being sent and received

These insights allow you to prioritize your follow-up efforts, identify high-value leads, and adjust your communication strategies based on performance data.

You may export your contact list to a CSV file whenever needed—for backups, analytics, or email campaigns. This makes it easy to work with your data outside the system, whether you’re collaborating with your team or importing information into other platforms.

28.1 Create Appointment

• To begin, kindly click the Create Appointment button located at the top of the page. A structured form will appear where you can enter all the relevant details required to log a new booking.
• First, please select the Business from the dropdown menu. Then proceed to enter the Customer’s Name, Email Address, and Phone Number so that future communication can be managed easily.
• Next, you will choose the Appointment Date and Time using the provided selectors. There is a Message field where the customer’s request, query, or concern can be noted in brief. This helps you keep track of why the appointment was made.
• From the Status dropdown, please assign a status that reflects the current stage of the appointment, such as confirmed or pending. If there are any additional instructions, background context, or internal reminders, please use the Note field to record them.
• Once all details are entered, submitting the form will create the appointment, which will immediately appear in your main list view for further management and tracking.

28.2 Appointment List

All booked appointments are displayed in a table layout on the main Appointments page. Each row contains the following key information:

• Appointment Date and Time
• Customer Name
• Email Address
• Phone Number
• Message
• Status

This format is clean and efficient, giving you a clear picture of each upcoming or past appointment at a glance.

An Actions column is provided within each row where you will find two helpful buttons. The Reply button allows you to respond to the customer directly from within the system, making it easier to confirm or reschedule appointments. The Delete button lets you remove an appointment from the system if it is no longer required.

This kind of structured layout is modeled after enterprise level scheduling systems, providing you with all essential details in one interface without clutter or confusion.

28.3 Search and Navigation

• At the top of the Appointments page, a Search Bar allows you to quickly locate appointments using any of the available fields such as name, date, phone number, or status. This is especially useful when managing a growing list of bookings and trying to retrieve specific records.
• Appointments created in the system are time stamped and associated with the customer details, helping you monitor when each booking was made and what services were requested. These records build a useful archive for long term scheduling history and follow up.

28.4 Integrated Calendar and Smart Scheduling

• The appointment system is thoughtfully designed to support smart calendar management in the background. As bookings are made, the platform can automatically manage business hours, service durations, and availability so that you never face overlapping or conflicting appointments.
• If your business uses Google Calendar, you can enable synchronization which allows appointments to reflect instantly within your Google account. This keeps your personal and team calendars always up to date without needing to copy details manually.
• The system checks for conflicts, supports multiple calendars if you manage bookings across teams, and lets you view appointments in different layouts such as daily, weekly, or agenda style.

28.5 Customer Communication and Status Updates

• When a new appointment is created, the system can send an automatic confirmation to the customer via email. Reminders and rescheduling options can also be enabled to help reduce no shows and improve communication.
• Each appointment can carry its own communication log so that you never lose track of what was discussed or planned. Whether you are confirming times, sending cancellation notices, or following up after the meeting, everything stays documented in one place.
• Color coded statuses make it easy to spot which appointments are confirmed, which are pending, and which have been cancelled. This ensures that your team can respond quickly to changes and manage expectations efficiently.

28.6 Analytics and Business Insights

• As you continue to schedule and complete appointments, the system quietly gathers useful insights behind the scenes. You can discover what time slots are most requested, which services are generating the most interest, and how your booking volume changes over time.
• Performance metrics such as total booking counts, revenue associated with specific appointments, and customer return rates help you make informed decisions and plan future strategies.
• You can export appointment records, generate reports, and track seasonal patterns to optimize your calendar and offer the right services at the right times.

The Appointments page is your reliable assistant for managing every meeting and service your business offers. With organized data, flexible scheduling, and strong communication tools, it ensures that every appointment contributes to your customer satisfaction and operational success.

29.1 Uploading New Media

• To upload a new file, please click the Upload Media or Add New button located at the top of the Media Library page. You will be prompted to either browse and select a file from your device or use drag and drop functionality to place the file directly into the upload area.
• The upload interface supports a wide range of file types. You can upload images such as JPG, PNG, or WebP, documents like PDF or DOCX, and even multimedia files such as MP4 or MP3. Once the upload is complete, your file is automatically added to the library and becomes visible in the main view alongside existing media.
• During this process, the system works quietly to optimize the file by adjusting its size and format where possible. For images, thumbnails are generated automatically so you can preview content without opening each item.

29.2 Viewing and Navigating the Library

• After files are uploaded, they appear on the main page of the Media Library. You can choose between a grid layout for a visual experience or a list view that presents each file with detailed metadata. This flexibility helps you find what you need quickly and keeps your workspace organized according to your preference.
• Each media item in list view shows you important information including the file name, file type, and storage size. If the file is an image, a small preview thumbnail is also displayed to help with quick recognition. These details give you an immediate understanding of what kind of content is stored and how much space it is using.
• To locate specific files, a search bar is available at the top of the page. You can type keywords related to the file name, extension, or any metadata associated with the file. This helps reduce the time spent scrolling through long lists, especially when your media collection grows over time.

29.3 Managing Media Files

• Once your files are uploaded and visible in the library, you can perform several actions to keep everything organized. Files can be renamed, moved to a different location, or deleted entirely. These options are provided to help you maintain clarity and structure across your storage.
• For collections that require categorization, you may use folders or tags to organize content. This is especially helpful when working on multiple projects or storing client-specific assets. If you have many files to manage at once, bulk actions are available to save you time and effort.
• All file processing is handled internally. Compression, resizing, and format conversion are automatically applied where applicable to ensure that your media library stays optimized for performance and storage efficiency.

29.4 Storage and Access Management

• The Media Library monitors how much storage space you are using, providing a breakdown of file sizes and usage trends. If your system is set up with usage limits or quotas based on your plan, this area helps you stay informed and avoid exceeding your storage allowance.
• Files are served through a content delivery network if enabled, which means your media loads faster regardless of where your viewers are located. This ensures high performance when media is used across public-facing pages or customer communications.
• Additionally, access to uploaded files is secured and structured to prevent loss. Backup and recovery tools may be available based on your configuration, allowing for safe retrieval of content if changes are made unintentionally.

29.5 Analytics and Insights

• Behind the scenes, the Media Library gathers helpful usage data. You can view how often a file has been accessed or downloaded and which files are receiving the most engagement. These insights can guide you in managing your content more effectively and highlight what is valuable to your users.
• Storage usage trends and file type distribution reports help you understand where space is being used and how your media strategy is evolving. These metrics also support cost awareness if your system operates with bandwidth or storage billing.

The Media Library is more than just a storage area. It is a smart, structured environment that keeps your digital assets optimized, accessible, and organized. Whether you are uploading a single image or managing thousands of files, this section provides all the tools you need to stay in control.

30.1 Monthly Calendar View

By default, the calendar opens in Month View, showing all appointments scheduled for the current month. Each day displays its associated appointments in colored blocks indicating their status, such as pending, confirmed, or cancelled. If a day has more appointments than can be displayed in the block, you will see a “+X more” indicator, allowing you to click and view the remaining appointments for that day.

At the top of the calendar, you will find navigation controls:

• Use the left and right arrows to switch between months.
• Click Today to quickly return to the current date.
• Toggle between Month, Week, or Day views using the options on the right side of the calendar header.

Each appointment entry includes the time, client name, and an appointment status icon. Clicking on an individual appointment will open detailed information on the right side panel.

30.2 Appointment Details Panel

When you select a specific date, the right-hand section titled Appointments for [Date] will display a list of all appointments for that day. Each appointment card contains:

• Time of appointment
• Client email and phone number
• Business or department name
• Service requested or any custom message provided by the client
• Appointment status such as Scheduled, Confirmed, or Cancelled

A Reply button is available at the bottom of the appointment card, allowing you to respond to the client directly from within the system.

There is also a search bar above the list to help you quickly locate a specific appointment using client details or keywords.

30.3 Quick Stats Section

• Below the appointment details panel, you will find the Quick Stats section, which summarizes key appointment metrics:
• Total Appointments : Displays the overall count of all appointments in the system
• Scheduled : Number of appointments that have been scheduled but not yet confirmed
• Confirmed : Number of appointments that have been approved and marked as confirmed
• Completed : Number of appointments that have been successfully finished

These stats help you monitor appointment flow and quickly assess how your scheduling system is performing at a glance.

30.4 View and Filter Controls

In the top-right corner, you can refine your view with two dropdowns:

• Business Filter : Allows you to switch between different businesses if you are managing appointments across multiple entities.
• View Mode Selector : Choose between Month View or Agenda View, depending on how you prefer to visualize your appointments.

The Agenda View provides a more list-style format focused on upcoming appointments, while Month View helps you get a broader sense of schedule density and patterns over time.

This Calendar page is designed to keep you informed and in control of your scheduling operations. Whether you need to plan ahead or check on today’s bookings, everything is organized in one place for your convenience.

31.1 Your Businesses

This section displays all the businesses you have created in your account. Each business is shown as a separate card, with the following details:

• Business Name : The title of your business or demo card
• Business Type : The category or niche it belongs to (e.g., freelancer, gaming-streamer, automotive)
• Created Date : When the business card was created
• Views : Total number of views the card has received

Each business card includes an “Add to Wallet” button, which allows you to generate and save the card directly to your Google Wallet.

31.2 Search and Filters

• At the top of the page, there is a search bar where you can quickly locate any of your businesses by typing in a keyword. There is also a Filters button that helps narrow down the list according to different criteria.
• You can control how many cards are shown per page using the Per Page dropdown on the top-right corner of the screen.

Note

This functionality is part of a Premium Feature, and you must purchase the add-on to access Google Wallet integration.

32.1 NFC Cards Page

On this page, you can view all NFC card types that have been created and made available by the Super Admin. These cards can be browsed, searched, and ordered directly from your dashboard.

Each NFC card entry displays the following details:

• Name : The name of the card (e.g., Freelancer Demo)
• Price : The price per unit of the NFC card
• Quantity : Available quantity or selected order quantity
• Front Image : A preview image of the front side of the card
• Back Image : A preview image of the back side of the card
• Actions : A button to place an order request for the selected card

You can use the search bar to quickly locate a specific card by name. The Filters button helps you refine your search using more precise criteria. In addition, you have the flexibility to switch between Grid View and List View, depending on how you prefer to browse the available cards.

Once you are ready, use the order action to send a purchase request for the selected NFC card directly to the Super Admin.

32.2 My Order Requests Page

This page provides an overview of all the NFC card order requests you have submitted. Each request displays a summary of the transaction, including:

• Business Name : The name under which the card was ordered
• NFC Card Type : The specific card you selected
• Quantity : The number of cards you requested
• Unit Price : The price per card
• Total Price : The total cost calculated based on quantity
• Status : The current status of your request (Pending, Approved, or Rejected)
• Requested At : The date when the order request was submitted

Until the Super Admin takes action, the status will remain in Pending. Once the request is reviewed, the status will be updated to reflect whether it was approved or rejected. You may also see a delete icon that allows you to cancel a pending request before it is processed.

As with the previous page, this section includes a search bar, filters, and a pagination control to help manage and review your request history.

33.1 Campaign List Page

On the Campaign List page, you will see all the campaigns that have been created so far. Each campaign is displayed in a table with the following information:

• Name : The title of the campaign, along with its description beneath the name
• Business Name : The business to which the campaign is linked
• Start Date and End Date : The campaign’s scheduled run period
• Total Days : The full length of the campaign calculated in days
• Total Amount : The total payment amount made for the campaign
• Payment Method : The method used for making the campaign payment
• Status : Indicates whether the campaign is currently active or inactive

To help you quickly find what you need, the top of the page includes a search bar and filter button. These tools let you narrow down the list by keyword or other criteria. You can also control how many entries to show per page with the dropdown menu on the right.

Each campaign row includes an actions column on the far right. From here, you may view campaign performance reports or manage the campaign as needed. If no campaigns are found, a message will appear informing you that there are no records to show.

When you are ready to begin a new promotion, please click the green Create Campaign button in the top right corner.

33.2 Creating a Campaign

To set up a new campaign, please click the Create Campaign button. This will open the Complete Campaign Payment form where you can define the campaign details and proceed with payment. We kindly ask you to complete the following fields:

• Campaign Name : Enter a suitable title for your campaign
• Description : Optionally add a short description to clarify the campaign’s purpose
• Business : Select the business under which this campaign should be created
• Start Date and End Date : Specify when the campaign will begin and end
• Coupon Code (optional) : If you have a valid discount code, you may enter it here and click Apply
• Payment Method : Choose your preferred payment option from Stripe, PayPal, or Bank Transfer

After filling in the required details, you may click the Pay button at the bottom. The button will show the payable amount based on the duration of your campaign. If you change your mind, you may click Cancel to exit without making changes.

Once payment is successfully completed, your campaign will be activated and listed on the Campaigns Management page with its current status and performance indicators.

34.1 Available Plans

• This page displays all the subscription plans that have been configured by the Super Admin. You will see different plans laid out with their pricing, duration, and features. These plans can include various types such as Free, Starter, Professional, Enterprise, or any Custom plan designed for special use cases.
• You may choose to subscribe to a plan that best fits your business requirements. If available, you can also begin with a trial plan. The number of days allowed for the trial is decided by the Super Admin. Each plan clearly shows the benefits and limits such as how many businesses you can add, the available storage space, access to custom domains, and whether any advanced features are included.
• To proceed with a subscription, kindly click on the Subscribe or Start Trial button under the desired plan. If payment is required, you will be guided through the payment process based on the configured billing method.

34.2 My Plan Requests

The My Plan Requests page helps you keep track of any subscription upgrade or change requests you have submitted to the Super Admin. This table provides important information including:

• The Email address linked with the request
• The Plan Name you requested
• The Duration of the plan (monthly or yearly)
• The Status of the request, which could be Approved, Rejected, or Pending

When a request is first submitted, the status will appear as Pending until the Super Admin takes action. Once it is approved or rejected, the status will be updated accordingly.

To help you find a specific request quickly, a search bar is available at the top of the page. You may also use the filter option to narrow down the results by status or keyword. This makes it easier to manage your subscription requests, especially when multiple submissions are involved.

34.3 My Plan Orders

On the My Plan Orders page, you can review the complete order history for your subscription plans. Each order entry includes detailed billing information such as:

• The Order Number generated at the time of purchase
• The Order Date when the transaction was initiated
• The Plan Name that was purchased
• The Original Price of the plan before discounts
• The Coupon Code, if applied
• The Discount Amount based on the coupon
• The Final Price after applying any discounts
• The Status of the order which may show as Pending, Approved, or Rejected

This section helps you understand the financial aspect of your subscriptions, including how discounts were applied and what amount was actually paid. If an order is still being reviewed by the Super Admin, it will show as Pending. Once approved or rejected, the status will reflect the final outcome.

For convenience, you can use the search bar and filter options to locate specific orders. Whether you need to check the status of your last payment or verify the application of a coupon, this page provides all the essential details in one place.

35.1 Referral Dashboard

The main dashboard provides a complete overview of your referral activity and earnings. You will find key metrics displayed in an easy-to-read format that helps you track your performance at a glance.

Key Metrics Display:

• Total Referrals : Shows the complete number of referral links you have generated or shared
• Referred Users : Displays how many people have successfully registered using your referral codes
• Total Earned : Your accumulated commission earnings from all successful referrals
• Available Balance : The current amount ready for withdrawal or payout requests

Your Referral Link Section : This area contains your unique referral URL that you can share with potential users. The link is automatically generated with your specific referral identifier embedded within it. You can easily copy this link using the provided copy button and share it through various channels such as social media, email, or direct messaging.

The system explains that sharing this link allows you to earn commissions when users sign up and purchase plans through your referral. Each successful conversion through your link will be tracked and attributed to your account for commission calculation.

Recent Referred Users : A dedicated section shows your most recent referrals, allowing you to monitor new sign-ups in real-time. When you have no referrals yet, this area will display an appropriate message encouraging you to start sharing your referral link.

35.2 Referred Users Management

The Referred Users page provides detailed insights into everyone who has registered through your referral program. This section helps you understand the effectiveness of your referral efforts and track user engagement.

User Statistics Overview:

• Total Referred Users : Complete count of users who registered using your referral code
• Users with Plans : Number of referred users who have purchased subscription plans
• Total Commission Earned : Your earnings specifically from user plan purchases

Referred Users List : This comprehensive list displays all users who have joined through your referral link. When you have active referrals, you can view detailed information about each user’s status and contribution to your earnings. The system encourages continued referral activity by providing clear guidance on how sharing your link leads to commission opportunities.

For users just starting with the referral program, helpful messaging explains how to begin earning through the referral system and maximize commission potential.

35.3 Payout Management

The Payout section handles all aspects of commission withdrawals and payment processing. This system ensures you can access your earned commissions through a structured and secure process.

Payout Request Creation : To request a payout, you must meet the minimum threshold requirement. The system clearly displays the minimum amount needed before you can submit a withdrawal request. Once you reach this threshold, you can initiate a payout request through the provided interface.

Payout Request History : Your payout history is maintained in a detailed table format showing:

• Amount : The requested payout sum for each withdrawal
• Status : Current processing status of your request
• Date : When each payout request was submitted

Processing Status Types : Payout requests move through different stages during processing. The system tracks each request from submission through completion, keeping you informed about the current status of your withdrawal. This transparency helps you plan your finances and understand when to expect payment processing.

Request Management : The interface provides easy access to create new payout requests when you meet the minimum requirements. The system guides you through the process and ensures all necessary information is captured for successful payment processing.

36.1 Brand Settings

Brand Settings let you personalize the platform’s look and feel to match your business identity. You’ll find three tabs here:

• a. Logos Tab

  • Light Mode Logo : Add or upload the logo that appears when the website is viewed in light mode.
  • Dark Mode Logo : Add or upload a different logo for dark mode viewers.
  • Favicon : Upload a favicon (a small icon that shows up on browser tabs) via link or file upload.
  • You can use the Live Preview button to instantly view how your changes will appear in real-time.

• b. Text Tab

  • Title Text : Define the title that appears in your browser or app window.
  • Footer Text : Add a short footer line, like copyright or branding notes.
  • Any text you enter will be instantly previewed using the live preview option.

• c. Themes Tab

  • Theme Color : Pick a primary theme color for your admin panel interface.
  • Sidebar Variant : Choose how the sidebar appears: Inset, Floating, or Minimal.
  • Sidebar Style : Select between Plain, Colored, or Gradient designs.
  • Layout Direction : Choose between Left-to-Right (LTR) or Right-to-Left (RTL) based on your preferred language or design.
  • Theme Mode : Set the default display mode to Light, Dark, or let the system decide based on the user’s device.
  • Changes are shown instantly in the live preview pane, so you can finalize your selections confidently.

36.2 Email Settings

This section lets you connect your platform to an email service provider for sending system notifications, alerts, and transactional emails.

• Email Provider : Choose from SMTP, Mailgun, Amazon SES, or Sendmail.
• Mail Driver : Set your mail driver based on your chosen provider.
• SMTP Host & Port : Enter your mail server’s hostname and port number
• Username & Password : These are your login credentials for the mail server.
• Encryption Method : Choose between TLS, SSL, or None, depending on your provider’s security setup.
• From Address & Name : Define the email and sender name that will appear in outgoing emails.

There’s also a Test Email Configuration option. You can use this to send a test message and verify whether your settings work correctly.

36.3 Google Calendar Settings

With Google Calendar integration, your appointments and important events can automatically sync to your calendar.

• Toggle the Enable/Disable button to control this feature.
• When enabled, all event-related data (like meetings or bookings) will appear in your linked Google Calendar.
• If disabled, events will only remain within the vCard system.

36.4 Google Wallet Settings

This section helps you connect your system to Google Wallet for any digital pass or ticketing functionality.

• You’ll first see a Documentation Link, which explains how to create your Google Wallet credentials step-by-step.
• Google Wallet Issuer ID : Enter the ID provided by your Google Wallet account.
• Google Wallet JSON File : Upload the authentication file (in JSON format) for connecting your platform securely.

36.5 Webhook Settings

Webhooks help you send real-time data to other platforms when specific actions happen within vCard.

• Click the Add Webhook button to start.
• Module Name : Choose which system module (like Plans, Contacts, etc.) will trigger the webhook.
• Request Method : Select GET or POST as per your receiving server’s requirement.
• Webhook URL : Add the URL where the data should be sent.

Once a webhook is added, you’ll see it listed with the associated Module, Method, and URL. You can edit or delete any webhook at any time.