Guides

How CloudCard works

Start with what happens the first time a brand-new card is tapped on a phone. Everything in the video is also written out below it.

  • Guide 01
  • 1:46
  • For anyone who has just received a card

The first tap of a new CloudCard

What happens when a brand-new card is tapped on a phone for the first time, from the link opening to a profile that is live — the whole setup, in three steps.

What it covers

  1. 0:00The first tapHolding a new card to the back of a phone, and what the phone shows.
  2. 0:10Step 1 — your accountName, profession, email and a password.
  3. 0:34Step 2 — your informationA photo, then anything else your customers should see.
  4. 1:10Step 3 — your themeSixty to pick from; one tap applies it.
  5. 1:21Your card is liveThe dashboard, and the profile every tap now opens.
Read what the narrator says

0:00Here's what happens the first time a new CloudCard is tapped. Hold the card against the back of a phone. Its link opens, and the setup begins.

0:10Step one: your account. Enter your title, your name, your profession, and your specialization.

0:20Your email address is prefilled with at cloudcard dot com. Just type the part before it, or switch to your own email address.

0:28Choose a password, retype it, and tap Create my profile.

0:34Step two: your information. You're already signed in, and your name is filled in for you. Only the photo is required. Everything else can wait.

0:43Add what your customers should see: your license number, your years of experience, and a short bio.

0:54Tap the phone field. Plus sixty-three is already there, so just type the rest. Then add your website.

1:03Add your social media links, then tap Save and continue.

1:10Step three: your theme. There are sixty to choose from, and a single tap applies it right away.

1:17Saved. Now tap Continue.

1:21You're all set. Your card is now active. Open your dashboard, or take a look at the profile that every tap of your card will open.

1:33From now on, every tap of your card opens this page.

1:38And that's the whole setup. Three steps, starting from the first tap. Everything can be changed later in your portal.

The same three steps, in writing

For a slow connection, a quiet room, or a phone that will not play the video. This is the whole of the setup — there is no fourth step.

  1. Step 1

    Your account

    Your title, name, profession and specialisation, then an email address and a password. The email field arrives holding @cloudcard.com — type the part before it, or replace the whole thing with your own address.

    Needed: an email address you can open.

  2. Step 2

    Your information

    A photo of you is the only thing required. Licence number, years of experience, a short bio, your phone number (+63 is already in the field, so type the rest), your website and your social links are all optional and can be added later from your portal.

    Needed: one photo. Everything else can wait.

  3. Step 3

    Your theme

    Sixty colour themes to choose from; tapping one applies it to your profile straight away, so you can see it before you decide. Then Continue — and the card is active.

    Needed: nothing. Change it whenever you like.

Something else

More guides will appear here as they are made. In the meantime: