Documentation – Card.tel

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, Card.tel 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 Introduction

The Company Login panel in Card.tel 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.

3.2 Login Process

• To begin, navigate to your Card.tel 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.

3.3 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.

3.4 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.

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.

4.1 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.

4.2 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.

4.3 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.

4.4 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.

4.5 Feature Highlights

At the bottom of the dashboard, you’ll see cards representing the key modules of Card.tel:

• Card.tel 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.

5.1 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.

5.2 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.

5.3 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.

5.4 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.

6.1 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.

6.2 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 Card.tel

6.3 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.

6.4 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.

7.1 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.

7.2 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.

8.1 Setting up the business

• 1. Business Setup

  In this section, please begin by selecting a Business Type from the dropdown, which offers 40 professionally designed layout options. Then, kindly enter the Business Name.

  You’ll also find a Color Theme configuration here. Please select your:

  • Primary Color
  • Secondary Color
  • Accent Color
  • Text Color

  Following this, you can choose a font from the available Font Family dropdown.

• 2. Domain & URL Settings

  You’ll be asked to select the preferred URL Type using one of three radio buttons:

  • Slug : If selected, please enter both a URL Prefix and a URL Path.
  • Subdomain : Here, you’ll need to enter a Slug.
  • Custom Domain : This allows you to define a Custom Domain Slug.

  There is also a Password Protection toggle. Please enable it if you wish to restrict access to the business card with a password. Just below, the Public URL will automatically update based on your chosen slug or domain type.

• 3. Header Section

  In this section, we kindly ask you to enter the following details:

  • Full Name
  • Professional Title
  • Tagline
  • Profile Image : You may either paste a link or upload an image file.

• 4. Contact Information

  You can add your:

  • Email Address
  • Phone Number
  • Website URL
  • Business Location (you can also edit or delete this location later)

• 5. About Section

  Please write a brief description of your business. You may also specify your skills and the number of years of experience.

• 6. Services

  If you offer specific services, kindly click on the Add Service button. For each service, you’ll be requested to provide:

  • Service Title
  • Description
  • Price You may add as many services as needed, and delete any of them later if required.

• 7. Portfolio Videos

  You can showcase your professional work by adding videos. Please click the Add Professional Content button and fill out the following fields:

  • Video Title
  • Description
  • Video Type (from dropdown)
  • Embed URL
  • Thumbnail Image (URL or upload)
  • Duration
  • Technologies used (e.g., React.js, Node.js)

  Multiple entries are supported, and you may delete them individually.

• 8. YouTube Channel

  If your business has a YouTube presence, you’re kindly asked to enter:

  • Channel URL
  • Channel Name
  • Subscriber Count
  • Featured Playlist URL
  • Latest Video Embed Code
  • Channel Description

• 9. Social Media Links

  Click on the Add Social Media Link button. Then, please enter:

  • Platform Name
  • Profile URL
  • Profile Handle You may add multiple platforms and remove them as needed.

• 10. Business Hours

  You can define your weekly business hours by clicking Add Business Hours. For each entry, please select:

  • Weekday
  • Opening Time
  • Closing Time Use the toggle switch to enable (open) or disable (closed) the day.

• 11. Appointments

  To allow booking, you may provide your Booking URL and Calendar Link here.

• 12. Testimonials

  You’re invited to share your client reviews by adding:

  • Client Name
  • Review Text
  • Rating (1–5)

• 13. Location Settings

  For users to find you easily, please add:

  • Google Maps Embed URL
  • Google Maps Directions URL

• 14. App Store Links

  If your business has mobile apps, you may add:

  • App Store URL
  • Play Store URL

• 15. Contact Form

  Please define your form by entering a Form Title and Form Description.

• 16. Thank You Message

  Enter a short message that will appear after a user submits the contact form.

• 17. Copyright

  Add your copyright text that will appear at the footer.

• 18. SEO Settings

  To help your business get found online, you can configure:

  • Meta Title
  • Meta Description
  • Keywords
  • Open Graph Image URL

• 19. Pixel & Analytics

  If you’re tracking visits or using custom code, kindly enter:

  • Google Analytics ID
  • Facebook Pixel ID
  • Google Tag Manager ID
  • Custom Head Code
  • Custom Body Code

• 20. PWA Settings

  You can enable Progressive Web App settings. If you do, please provide:

  • App Name
  • Short Name
  • Description
  • Theme Color
  • Background Color

  All changes are shown live in the Preview Panel beside the form. Once you’ve filled in all the relevant details, we kindly ask you to click the Create Business button at the top to finalize and save your business.

8.2 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.

8.3 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.

9.1 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.

• 1. Bio Link Setup

  To begin, please select a layout type from the Link Type dropdown menu. There are more than 15+ professionally designed themes available—each crafted for different audiences like businesses, creators, bloggers, and e-commerce users. After choosing your layout, enter a suitable Link Name.

  Next, configure the visual elements to reflect your personal or brand identity:

  • Choose your Button Color, Button Text Color, and general Text Color
  • Select your Background Type: either Solid Color, Gradient, or Image
  • Pick a Font Family from the dropdown to match your brand’s tone

  These options are designed to provide flexibility whether you’re aiming for a minimal, bold, creative, or elegant look.

• 2. Domain and URL Settings

  You’ll need to configure the public link for your page. Please select one of the available URL types:

  • Slug-based : Set a URL Prefix and a URL Path
  • Subdomain : Provide your desired Slug
  • Custom Domain : Enter your domain-specific Slug for a fully branded URL

  An optional Password Protection toggle allows you to make your bio link page private, ideal for restricted access or members-only content. As you make changes, the Public URL shown below updates dynamically, giving you a clear view of the final link.

• 3. Profile Information

  Here, you can set up the profile details that will appear at the top of your bio link page. Kindly provide:

  • Profile Name
  • Tagline
  • Profile Picture (via link or upload)

  This section is perfect for expressing who you are or what your brand stands for, especially when accompanied by visuals.

• 4. Contact Information

  Please add your Email Address and Phone Number so visitors can contact you directly. These details appear on the final page, making communication easier for your audience.

• 5. About Me Section

  In the About Me section, you can enter a short Description or personal introduction. This is a great space to share your story, professional overview, or key highlights about your work.

• 6. Links

  You may add as many links as needed using the Add Link button. For each link, you’ll be asked to enter:

  • Link Text
  • URL
  • Description
  • Icon URL (or browse to upload)

  Each link can be reordered, prioritized, and styled individually. This enables you to showcase websites, documents, videos, or special offers in a way that best reflects your objectives. Whether you’re offering file downloads, directing to contact forms, or embedding external platforms, all common use cases are supported.

• 7. Social Media Section

  You can choose to enable or disable the social media section. When enabled, use the Add Social Media Platform button to select platforms from the dropdown list and insert their URLs. You’re welcome to include all major platforms, and each entry can be removed or modified at any time.

• 8. SEO Settings

  Optimizing for search engines is easy here. Please fill in the following fields:

  • Meta Title
  • Meta Description
  • Keywords
  • OG Image (via link or upload)

  These settings help improve your bio link’s visibility on the web and ensure your content appears attractive when shared across platforms.

• 9. Copyright

  A toggle is provided to Enable or Disable copyright display. If enabled, simply enter your Copyright Text to appear at the bottom of the bio link page, offering a more professional and branded finish.

• 10. Analytics & Custom Code

  To monitor performance and integrate external services, kindly enter:

  • Google Analytics ID
  • Facebook Pixel ID
  • Custom Code (HTML/JS scripts for integrations such as chatbots, trackers, etc.)

  This helps you understand user behavior and collect detailed visitor data such as click-throughs, geographic location, and engagement levels. Over time, you may use this insight to improve your page layout, prioritize high-performing links, and fine-tune your content strategy.

  • 10.1 Live Preview Panel

    A real-time Live Preview is displayed beside your form inputs. As you update content or design settings, the preview reflects changes instantly. When you’re ready, click the Create Bio Link button to save your landing page. If you’d like to check how it looks in full, please use the Preview button before finalizing.

9.2 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.

10.1 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.

10.2 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.

10.3 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.

10.4 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.

11.1 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.

11.2 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.

11.3 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.

11.4 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.

11.5 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.

11.6 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.

12.1 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.

12.2 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.

12.3 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.

12.4 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.

12.5 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.

13.1 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.

13.2 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.

13.3 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.

13.4 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.

14.1 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.

14.2 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.

15.1 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.

15.2 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.

16.1 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.

16.2 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.

17.1 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.

17.2 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.

17.3 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.

18.1 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.

18.2 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.

18.3 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.

19.1 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.

19.2 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.

19.3 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 Card.tel system.

19.4 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.

19.5 Webhook Settings

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

• 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.