On paid plans you can make Digital Cards for the people at your clients — branded with that client's logo and grouped under the client.
Make a card from the client page
- Open a client and go to the Digital Cards tab in the People card.
- Click Add Digital Card. The card creator opens with that client already selected.
- Pick an existing contact or add a new person, then Create.
The new card's company is set to the client's name, and the contact's details are filled in for you.
Client branding
Client cards use the client's logo and wordmark. Set these on the client's Edit screen under Branding — or upload a logo right from the card's photo options and it saves to the client for reuse.
Finding a client's cards
All of a client's cards live on the Digital Cards tab of their page, where you can view or edit each one.
Common questions
- Who is a "contact"? Contacts are the people at a client. They live in your People list, so the same person stays one profile across the card, the portal, and your CRM.
- Why does a client card's link look different? Client cards live under the client's name in the link, so each client has its own clean set of card links.