The path

How a meeting becomes a name you can reply to

  1. 01

    You publish a card

    Sign in, add your name and the number people should use, and turn the card on. The public address is /card/your-name.

  2. 02

    You hand them the link or the QR

    Print the QR, put the link in a chat, or open the page on your phone. The other person uses the browser they already have.

  3. 03

    They save you, or they introduce themselves

    Save contact downloads a contact file. Leave your details posts their name into your inbox. Both can happen.

  4. 04

    You move the row

    In Customers you set the status. New means you have not replied. Contacted means you wrote. Customer means they bought or booked. Passed means you will not follow up.