eKard University — every course on making and working a card

Chapter 01

Getting started

From a blank page to a card in hand.

101 Create your account One form signs you up and signs you in — with Google or an email and password. 2 min 102 Make your first Kard One screen: your name, what you do, a number, an email and a photo. Everything else can wait. 3 min 103 Start from a paper card or a contact file A photo of the card you hand out now, or a contact file from another card app or your phone, fills in New Kard for you to check. 3 min 104 Find your way around Your card has two faces — the public page and the owner view with its five tabs. 3 min 105 Share your card Copy the link, send it to someone's number on WhatsApp, hand over the QR, or use the one-tap quick links. 4 min 106 Get your Kard seen Six steps that put a new Kard in front of people, on your Kards list and its Share tab, each ticked off by what really happened. 3 min 107 Moving from another app Bring your card from Linq, Popl, Blinq, HiHello or your phone in its contact file, and write your new link onto the NFC card you already carry. 4 min 108 Sign in with a link by email No password: the sign-in page emails you a link that works once. Open it in the browser that asked, and one press signs you in. 3 min

Chapter 02

Filling in your card

Every field, what it does, and where it shows.

201 Name, job title, photo The identity panel: your name, job title, company and tagline, your photo, and the nickname only you see. 3 min 202 Contact channels Eleven channels, toggled with chips. Tick one and its field appears. 4 min 203 Custom links Point visitors anywhere — a portfolio, a booking page, a price list. Up to twenty. 3 min 204 The About section A rich-text description with formatting, and how it appears on the card. 2 min 205 Take payments with UPI Put a payment ID on your card and let visitors pay you in two taps. 3 min 206 Get paid from your Kard PayPal, Venmo and Cash App buttons that open the app; a Pix key, an IBAN or a Zelle email copied in one tap. The money goes straight to you. 4 min

Chapter 03

The look of it

Seven built-in looks — and a blank canvas.

301 Choose a layout Default, Links, Restaurant, Letterhead, Jharokha, Mohur, Yantra — all free, all one dropdown away. 4 min 302 Design your own page Publish your own HTML as your public card. Your data fills in automatically. 5 min 303 Kard settings Search visibility, the contact popup, the line that invites visitors to make their own, and email notifications. 3 min 304 In your visitor's language Your Kard's buttons and labels switch to the visitor's language, in eight languages. Your own words stay as you wrote them. 3 min

Chapter 04

Working the room

The QR, the exchange, and the contacts you keep.

401 Your QR code Download it, make it yours in the QR studio, and know when it regenerates. 4 min 402 Print your card Business cards with your Kard's QR code on them, a review card for your counter, a desk card that folds into a tent and an event poster: for your own printer or any print shop. Free. 5 min 403 A video-call background Your name, job title and QR code behind you on Zoom, Teams and Meet, for people to scan off their screen. Free. 3 min 404 A lock-screen wallpaper Your name and QR code under your phone's clock: wake it, hold it up, and people scan it to save your contact. iPhone and Android. Free. 3 min 405 A Status picture and greetings Your name, photo and QR code as a picture for WhatsApp Status, Stories and chats, with a festival greeting or your own words. Free. 3 min 406 The exchange What visitors see when they save your contact, the questions of your own they can answer, and how their details reach you. 4 min 407 Your contacts Everyone who reaches you through a card lands on its Contacts tab, to search by any detail, sort, export, save to your phone in one file, and act on many at once. 4 min 408 Block someone Unwanted messages through your Kard? Block the sender from their contact, and what they send that Kard next is dropped quietly; a booking they try is refused. 3 min 409 Notes and follow-ups A contact's company and job title, your own note, and a reminder to get back to them, in one morning email. 4 min 410 Events Give a fair or a meetup its days: everyone your Kard collects there is tagged, a recap each evening lists the day's new people, and one the next morning lists them all. 4 min 411 Bookmarks Keep other people's cards on file. 2 min 412 The WhatsApp opener Message any number on WhatsApp without saving it as a contact first. 2 min 413 Your email signature Your card under every email: pick a layout, copy it, paste it into Gmail, Outlook or Apple Mail. Free. 3 min 414 Send new contacts to other apps Each new contact reaches a Google Sheet, your CRM or your own server within seconds, through Zapier or Make. Free on every plan. 5 min 415 Every new contact in a Google Sheet A script you copy into your own Google Sheet adds a row for each new contact within seconds. Free on every plan, with no Zapier or Make. 6 min 417 Send new contacts to HubSpot Each new contact on your Kards is created or found in HubSpot within a minute, with a note of how you met. For you, or your whole team. Free on every plan. 5 min

Chapter 05

Documents

Catalogues, decks, price lists, menus — on the card.

501 Attach documents Up to ten files on any card, served from your card's own link. 3 min 502 Document links and QRs Every file gets a short link and its own QR — and renaming has consequences. 3 min 503 Menus for restaurants The Restaurant layout turns your documents into a menu rack. 2 min

Chapter 06

Analytics

What gets counted, and what it tells you.

601 What gets counted Views and link clicks — bot-filtered, cookie-free, and never padded by your own looks while signed in. 3 min 602 The Analytics tab Trends, devices, sources, and a world map of where your card travels. 3 min 603 Emails from your card New-contact alerts, the monthly letter and its next step for each Kard, milestones, follow-up reminders, event recaps and a new account's first emails — and the switch that stops each. 5 min

Chapter 07

Teams

One brand across many cards.

701 Teams on eKard A team's cards under one roof: invite your people, choose its admins, and give each person their card. 5 min 702 Start a team A name, an address and you're its admin. Free for up to 25 people, invitations waiting included. 3 min 703 Set up your team Five first steps on a new team's page, for its admins: the logo, your own team Kard, your people, cards printed or sent, the first contact. Each ticks itself. 3 min 704 Import your team from a spreadsheet One CSV instead of a form per person: a Kard and an invitation for everyone on it, checked before anything is sent. 4 min 705 Let people join with a link One link for the team's group chat: whoever opens it signs in and asks, and an admin approves each person. What the person asking sees, too. 4 min 706 Team branding and links The shared logo, the team-wide layout, and how team card links work. 3 min 707 Change your team's address Admins change it themselves. The old address, the team's old links and every printed QR code lead to the new one. 3 min 708 A card for a desk or a department One Kard in the desk's own name, for a temple, a clinic, a school or an NGO: its QR on a desk card, what visitors leave in one list, and coordinators who change without a new card. 5 min

Chapter 08

Bookings

Appointments and meetings, straight from your card.

801 Take bookings from your Kard Turn on online booking and your cards get a Book button. Clients pick a time with no account and no app. 4 min 802 Set up your calendar A few questions and your booking page is live: what kind of business, who takes bookings, your hours and what people book. Pause any time. 5 min 803 Services and meeting types Lengths, prices, prep and processing time, who does what and who can book it, plus questions, approval, advances and the note clients get. 5 min 804 Booking rules How much notice you need, how far ahead people can book, when times start, daily limits, the cutoff for changes, your policy, and blocking a client. 5 min 805 Your team People need only a name to be booked. Set their hours and time off, choose who does what, link their Kards and, on a team, give logins to those who want one. 6 min 806 The front desk Today, the week, a phone booking in seconds, repeating bookings, walk-ins, drag to move, statuses and notes: the day as your desk runs it. 7 min 807 Requests and advances Approve online bookings yourself before they're confirmed, and ask for an advance. The time is held for 4 of your open hours while you decide, and until you answer once you've marked the advance received. 5 min 808 The waitlist When you're fully booked, clients join a waitlist for the days and times that suit them. A time that frees up goes to them first, by email, and the first to confirm books it. 4 min 809 Your clients Every client's visits, no-shows, notes and alert note in one record. Find anyone by a few digits, import your list, merge duplicates, block online booking. 6 min 810 Getting paid and takings Record what each client paid, how, and any tip, then see the takings by day, person and method. The money itself never passes through the app. 4 min 811 Insights for your business How full each person is, the busiest hours, no-shows and cancellations, new and returning clients, where bookings come from and which services sell, for any dates. 5 min 812 Reminders and messages What clients get by email, the link that confirms they're coming, one-tap WhatsApp from your own phone, and the emails, morning summary and phone notifications you get. 6 min 813 Connect your calendar apps A private feed shows your bookings in Apple Calendar, Outlook or Google Calendar. Calendar sync goes further: busy times there block your booking page. 5 min 814 Share your booking link Your Instagram bio, Google Business Profile, WhatsApp, a QR at the counter, your own website: one link books you from anywhere. Single-use links book once or a few times, then stop. 5 min 815 Webhooks and the API Send new bookings, moves, cancellations and status changes to Zapier, Make or your own server as they happen, and let an AI agent or your own code run the calendar with your permissions. 5 min 816 AI agents and MCP Let Claude, Cursor or your own agent work your Kards, contacts and calendar with your key: one block to paste, or an MCP server. 4 min

Chapter 09

The paperwork

Your link, your plan, your account — in plain terms.

901 Your link and your name How share links work, what a name link is, and what changing one does to what you've shared. 3 min 902 Custom domains Connect your own domain yourself: the one DNS record to add, a subdomain or the bare domain, and what each status means. 6 min 903 Plans and billing Free, Starter, Professional, Unlimited — what a paid plan adds, and what each costs, once or yearly. 4 min 904 Your account Profile, password, email preferences, and deleting your account. 3 min 905 Report a Kard Something on a Kard that shouldn't be there: the link at its foot, what the form asks, how fast it's acted on, and what an owner sees if theirs is hidden. 4 min