Creating a card takes a few clicks. Studio fills in as much as it can from the person you choose, so you mostly just review and share.
Steps
- Open Digital Cards and click New Digital Card.
- Choose who the card is for:
- Team member — someone on your staff.
- Client — a contact at one of your clients (available on paid plans).
- Pick the person from the list, or choose + Add a new person and enter their name, title, and email.
- Click Create. The card opens in the editor with the name, title, company, email, and phone already filled in.
- Review the details, add any links, then share it.
What gets filled in for you
- Name & title come from the person's profile.
- Company is your workspace name (or the client's name for a client card).
- Phone is pulled from their contact record when it's on file.
- Photo uses the photo on file, or their Gravatar if there is one.
Common questions
- Can one person have more than one card? No — each person has a single card. Anyone who already has one is hidden from the picker; open their existing card to edit it.
- The person isn't in the list. They may already have a card, or you can choose + Add a new person and enter their details — they'll be added to your People at the same time.