Editing a Card
You can edit any team member's card at any time from the Cards section. Changes take effect immediately on the live card.
How to open the card editor
Go to Cards in the left sidebar
Find the card you want to edit
Click the ⋮ (actions) button on the right side of the card row
Select Edit card details
The card editor opens with six tabs: Personal Details, Company Details, Links, Appearance, Apple Wallet, and Card URL.
Tab 1: Personal Details
This tab controls what's shown on the card as the individual's personal information.
Profile photo — click Add photo / Change photo to upload a headshot
Full Name (required) — the team member's name as it appears on their card
Job title / short bio — their role or a brief description, shown below their name
Email (required) — their contact email shown on the card
Phone (required) — their contact phone number
Click Save to apply changes.
Tab 2: Company Details
This tab sets the company information shown on the card — typically used for the office address, company website, and contact details.
Company Name
Company Website
Office Address
Company Phone
Company Email
Click Save to apply changes.
Tip: To avoid filling in company details on every card individually, set them once in the Templates section. New cards will inherit these defaults automatically.
Need help?
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