Docs
Short guides for building, sharing and managing your cards.
Getting started
Create your card
Sign up with your name and email. BizCardy creates your first card and opens the editor. Your card is live immediately at the link shown at the top of the editor.
Edit your details
The Content tab holds your name, title, company, bio, phone, email, website and address. Leave a field empty and it will not appear on the card.
Add a photo, logo and cover
Tap an image slot and pick a file. Your profile photo opens a cropper so you can zoom and position it. Images are resized in your browser before upload.
Add social links
Under Links, choose a network and paste your profile address. Use the arrows to reorder.
Design
Themes and layouts
The Design tab starts with ten themes. Pick one, then change the layout, colours, font, corners, shadow, background, buttons and icon style. If a colour would make text hard to read, BizCardy adjusts it automatically.
Match your brand
Upload your logo and choose Design → Match colours to my logo. BizCardy reads the logo and offers four colour sets built from it (Clean, Soft, Dark and Bold), each checked so text stays readable. Or type your website address and choose Import to pull in your logo, brand colour and company name.
Industry kits
Choose Start from an industry kit for a matching look plus the widgets that kind of business usually needs: real estate, restaurants, salons, consultants, trades, fitness, creatives, clinics, legal and finance, and sales.
Layouts, covers and fonts
Seven layouts include Split (photo beside your name), Big photo and Link list. With no cover photo, pick a cover pattern drawn in your colours. Choose from twenty fonts or upload your own brand font as a .woff2 file.
Dark mode and desktop
Turn on Follow the visitor’s dark mode for a dark version in your colours. On wide screens your profile stays put while widgets scroll beside it. Use the phone, tablet and desktop buttons above the preview to check each size, and drag the edge of the preview to resize it.
Motion
Under Design → Motion, choose Subtle to ease each section in as visitors scroll, Lively for a moving cover, glowing photo and confetti, or Off.
Widgets
Add a widget
Open the Widgets tab and choose Add widget. Browse by category or search, then tap a widget to add it. It opens ready to fill in.
Arrange and style
Drag a widget by its handle or use the arrows to reorder. Each widget has four looks: Plain, Card, Tinted and Bold. Use the eye to hide a widget without deleting it.
Reviews
Paste your review link into a review widget. For Google you can paste your Place ID instead and BizCardy builds the link. The Rate your experience widgets record the rating, then invite every visitor to post a public review and to send you a private note.
Street View and maps
Add Street View, then in Google Maps open Street View at your door and choose ⋮ → Share or embed image → Embed a map → Copy HTML, and paste it in. Latitude and longitude also work. Map and Satellite view only need an address.
Live Google reviews
Add Live Google reviews and paste your Google Place ID. The widget shows your real rating, review count and latest reviews, refreshed twice a day. It needs the site owner to add a Google Places key once.
Polls and ratings
Votes and ratings are counted in Analytics under “What people tapped”. Private feedback and form messages arrive in Leads.
Tabs, spacing and dividers
Give widgets the same Tab name to group them behind tabs on your card, such as About, Work and Reviews. Each widget also has a spacing choice and an optional divider line.
Booking, menus and calculators
Appointment times lets visitors pick a day and a free time; requests arrive in Leads and that time then shows as taken. Menu and Products show items with prices and photos. Calculator gives a live mortgage estimate or an instant quote from a quantity.
On a phone
Drag a widget by its handle with your finger to reorder, or swipe it left to remove it. Undo brings it back.
Built-in sections
At the bottom of the Widgets tab you can switch off the standard contact rows or social icons when a widget does the same job.
Leads and analytics
Lead capture
When Exchange contact is on, visitors can send you their name, email, phone and a note. You get an email, and the details appear under Leads.
The lead pipeline
The Leads page is a board with five columns: New, Contacted, Qualified, Won and Lost. Drag a lead between columns (on a phone, press and hold first), or switch to the list view. The bars at the top show how many leads sit at each stage; tap one to focus on it.
Working a lead
Tap a lead to open it. Set how interested they are (cold, warm or hot), add tags, keep private notes, and choose Remind me to follow up for tomorrow, three days, a week or a month. You get an email that morning.
Automatic thank-you email
Choose Follow-up on the Leads page to send a friendly note, with a button to save your contact, to everyone who shares their details. Companies can set one message for every team card under Team → Settings.
Capture mode for events
Choose Capture leads for a full-screen tool built for trade shows. Name the event and set a goal, then scan a QR code (digital cards, badges and LinkedIn codes), photograph a paper card or badge, or type someone in. Rate them in a tap, answer your own quick questions, and move on. It keeps working without a connection and sends everything once you are back online.
Bookings and reminders
Requests from the Appointment times widget are marked Booking in Leads, with a filter to show only those. When the scheduled job is set up (Team → Settings, or ask your host), you and your visitor each get a reminder email the day before.
Compare departments and locations
Company admins see views, saves and leads rolled up by department, location and any other group on the Analytics page. Tap a row to narrow the whole page to that group. Leads can be filtered the same way, and the CSV export includes a column per group.
Analytics
The Analytics page shows views, unique visitors, taps, saves and shares, with breakdowns by link, source and device. Cards set no cookies and visitor IP addresses are not stored.
Teams
Create a company account
Choose Company when you sign up. You become the account owner and get a Team area in the dashboard.
Set up your brand kit
In Team → Brand kit, add the company name, logo, cover image, website and address, then design the theme. Turn on a lock to apply that item to every card and stop reps changing it.
Import from Excel
In Team → Import, upload the .xlsx or .csv file you already have, with one person per row. No template is needed. Up to 2,000 rows per file.
Pair your columns
BizCardy pairs each column with a card field by reading both the heading and the data, so a column called “Contact” full of email addresses is still recognised as Email. Green pairs are confident, amber ones are worth a glance. Change any pair from its menu, keep unusual columns as Extra detail, and use the arrows above the phone to preview each person’s card. Separate first and last names, “Last, First” names and split street, city, state and ZIP columns are combined for you.
Manage people
On Team → People & cards, filter by status or department, sort by views or leads, and select several people for bulk actions. Tap a name to open their sheet: edit, copy link, show QR, resend the invite, change title, department or invite email, unpublish or delete.
Invite reps
Tick Email each person a link to claim their card during import, or select cards later and choose Send invites. Reps set a password, then can add a photo and edit anything that is not locked.
Update existing cards
Re-upload a sheet with Update people who already have a card ticked. Rows are matched by email address.
Departments, locations and your own groups
In Team → Structure, set up the groups your company uses: departments, locations, regions, brands, franchises or anything else, and rename them to match your language. Each item can carry its own brand kit, address, phone and website, which appear on the cards of the people in it. Groups become filters in the team list and on your public team page, and columns you can pair during import.
Managers
Give a department or location a manager by email. Once they have claimed their own card, they can edit the cards of everyone in that group without being a full admin.
What reps can change
In Team → Settings, switch off anything reps should not edit: name, job title, photo, bio, contact details, links, widgets, design or card behaviour. Locked parts are greyed out for them. Admins can always edit everything.
Approvals
Turn on Review changes before they go live and a rep’s edits wait for an admin. Approve or reject from the team list.
Extra brand kits and company widgets
Add brand kits for sub-brands or regions and assign them to people, groups or a whole import. Add company widgets (your reviews link, a video, the booking page) that lead every card.
Team page, photo requests and syncing
Publish a branded “Meet the team” page with search and filters. Ask people without a photo for one by email: they tap a link and take a selfie. Keep cards in step with a Google Sheet or CSV link, daily, from Team → Settings.
Email signatures for everyone
On Team → People & cards choose Signatures to see a ready-made signature for every person, in your brand kit. Download one page to send to the team; each person copies their own.
Activity log
Team → Settings lists the last 200 changes made by admins: settings, imports, bulk actions, roles, jobs and exports.
When someone leaves
Unpublish or delete their card from the team list. Removing a member keeps their card with the company so you can reassign it.
Job listings
Post a job
Company admins open Team → Jobs and choose New job. Start from a template (sales, customer service, technician, manager, office, intern) or a blank page. Add the title, pay, description, duties, requirements and benefits while the preview updates beside you, then choose Publish job.
Where a job appears
Every published job gets its own shareable page with a QR code, joins your careers page, and is added to your team’s cards under a “We are hiring” heading. Per job you can show it on every card, only on cards in the same department or location, or on no cards.
Your careers page
Choose Careers page and cards to set the page address, headline, intro, perks, an “about us” section, a cover photo and whether jobs are listed as rows or cards. Visitors can search and filter by location, job type and your own groups.
How people apply
Use the built-in form (name and email, plus optional or required phone, CV as a PDF, cover message, a profile link and up to six screening questions), send applicants to your own link, or take applications by email. You and the applicant both get an email.
Reviewing applicants
Open a job’s applicants to see everyone in one place. Move people through New, Reviewed, Interview, Offer, Hired and Not moving forward, give a star rating, keep private notes, download CVs and export to CSV. CVs are stored privately and only your admins can download them.
Closing a job
Close a job by hand, or set a closing date and it stops taking applications by itself. Closed jobs leave the careers page and cards straight away. Deleting a job also deletes its applicants and their CVs.
Found by job search engines
Job pages include the structured details search engines use for job results, including pay, location and job type.
Account
Sign in with Google or Microsoft
When the site owner has switched these on, the log in and sign up pages show Continue with Google and Continue with Microsoft.
Change email or password
Go to Account. You will need your current password.
Download or delete your data
Account has a button to download everything as a file, and another to delete your account and cards permanently.
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