The Services section allows the card owner to present the professional, business, organizational, or personal services offered through the digital card.
Each service can contain:
The section also includes controls for displaying a service enquiry button and presenting service images through a slider. Users can add, view, edit, and delete individual services. The application maintains dedicated routes and screens for each of these actions.
From the dashboard:
On a phone or smaller screen, select the menu icon inside the editor to display the available editing sections.
The Services page displays the services already connected to the selected digital card.
At the top of the Services screen are three main controls:
Below these controls is the list of saved services.
Each service provides action icons for:
The Service settings are managed independently for each VCard. Changing one card’s Services section does not change services attached to another card.
Turn on Display Service Enquiry Button to place an enquiry action with the services displayed on the public card.
This allows a visitor who is interested in a service to begin an enquiry rather than only reading the service description.
When the switch is turned off, the service information can remain visible, but the service enquiry action is hidden.
The setting applies to the complete Services section rather than to only one service. The system provides a dedicated control for enabling or disabling the service enquiry button.
The Service Enquiry Button directs attention to the services being offered.
The general Display Enquiry Form control in Basic Details 3 determines whether the public card’s enquiry form is available.
For the clearest visitor experience, turn on both:
This allows visitors to select an enquiry action while viewing services and then submit their contact information and message.
Submitted enquiries can later be reviewed from the system’s Inquiries section.
Turn on Display Images with Slider to present the services one at a time through a sliding service display.
This setting is also represented internally as the Services Slider View.
When enabled, visitors can move through the services using the slider controls provided by the selected template.
When disabled, the selected VCard template uses its normal non-slider Services layout.
The exact appearance may differ between templates, but the setting applies to the entire Services section. The application stores this as a separate VCard display preference.
The slider works well when:
A standard non-slider layout may work better when:
After changing the setting, preview the public card on both desktop and mobile devices.
The two Services display switches update their corresponding card settings directly.
After changing either switch, wait for the system’s success confirmation before leaving the page.
A separate Save button is not required for adding or editing an individual service display preference when the switch has already confirmed the update.
Select Add Service.
The New Service window opens with the following fields:
The Name, Description, and Service Icon fields are required. The Service URL is optional.
Use the Name field to enter a clear title for the service.
Examples include:
The service name should be specific enough for visitors to understand the offering without reading the full description.
Avoid unclear names such as:
Use consistent capitalization across all service names.
Use the Description field to provide a short explanation of the service.
The Description is required.
A useful service description should explain:
Example:
Receive a one-on-one consultation to evaluate your business needs, identify operational challenges, and develop a practical technology and growth plan.
Another example:
Interactive financial literacy instruction for students, including assessments, curriculum activities, progress monitoring, and educator support.
Keep the description focused. Long company histories or unrelated information should be placed in the main VCard description, a blog, or another appropriate section.
The Service URL is optional.
Use this field when the service should connect to another page or online destination.
Suitable destinations include:
Enter the complete address, including https://.
Correct:
Incorrect:
After saving, test the link from the public card.
Do not place administrative login pages, private documents, internal dashboards, or confidential links in this field.
A Service URL is not required.
Leave it blank when the service should only provide information or use the Service Enquiry Button as its primary visitor action.
For example, a service may show:
The visitor can then submit an enquiry instead of being sent to another website.
The Service Icon visually represents the service.
To upload it:
The upload interface uses a square, 1:1 crop for service icons.
Use JPG, JPEG, or PNG images for the most reliable compatibility.
Select an image that remains understandable when displayed at a small size.
Suitable choices include:
Examples include:
Avoid images with large amounts of small text because the public card may display the icon as a compact thumbnail.
For the best result:
When several services are displayed together, consistent icon styles create a more professional Services section.
After completing the required fields, select Save.
The system checks the submitted information.
Common reasons a service may not save include:
When the service is accepted:
Select Discard to close the New Service window without saving the current information.
Discard does not affect services that were already saved.
Any unsaved text or uploaded image in the form will need to be entered again when the window is reopened.
Select the View icon beside a saved service.
The Service Details window displays:
The Service URL area may be empty when no URL was assigned.
Use the View option to review the stored information without opening the editing form.
Check that:
Close the Service Details window when finished.
Select the Edit icon beside the service you want to change.
The Edit Service window opens with the existing information.
You can update:
Change the Name when:
Changing the name updates the existing service rather than creating another service.
Revise the Description when:
Select Save after completing the revision.
Replace the Service URL when the destination has changed.
After saving, open the public VCard and test the new address.
Common URL problems include:
https://Review service URLs regularly.
Select the edit control on the current icon and upload a replacement image.
When editing, the existing icon remains in place when no replacement is selected.
Use the preview to confirm that the replacement image is correct before saving.
Select Save after editing the service.
A success message confirms the update, and the service list refreshes.
Select Discard to close the editing window without applying the current changes.
Select the Delete icon beside the service.
Review the confirmation message and approve the deletion.
Deleting a service removes:
Deletion is permanent. Recreate the service manually when it is needed again.
A service cannot be deleted when it is already being used by a scheduled appointment.
The system checks for appointment records connected to the service and blocks deletion when the service is in use. This protects existing appointment information from referring to a service that no longer exists.
When the system reports that the service is already in use, review its appointment activity before attempting to remove it.
Do not delete valid customer appointment records simply to remove the service. Retain the service when it is needed for appointment history, or resolve its related records according to the organization’s operating procedures.
Services created in the Services section can also be used in the card’s Appointments section.
Under Appointment by Services, the user can:
The service dropdown uses the services already created for that digital card.
The complete appointment setup will be covered in the Appointments chapter.
The main New Service form does not ask for a price.
A service amount is managed through the Appointments section when the service is offered as a selectable appointment service.
This separates:
from:
A service can therefore appear on the card without being assigned an appointment price.
An informational service provides the name, description, icon, and optional URL.
A bookable service is also selected inside the Appointments configuration and can be associated with an amount.
Examples:
The same service can support both purposes when configured appropriately.
The Manage Sections area controls whether the complete Services section appears on the public card.
To display Services:
To hide Services, clear the Services selection and save.
Hiding the section does not delete the individual service records. The Manage Sections interface includes a separate Services control for public visibility.
Use Manage Sections instead of Delete when:
This allows the Services section to be restored later without recreating every entry.
After adding or changing services:
The selected VCard template determines the exact visual arrangement.
When Display Images with Slider is enabled, confirm that:
When the slider does not suit the content, turn it off and compare the template’s normal Services layout.
When Display Service Enquiry Button is enabled:
Remove test information after confirming the workflow when appropriate.
Name the service according to what the customer receives.
Stronger:
Less clear:
Stronger:
Less clear:
Focus the description on the result or benefit.
Example:
Identify gaps in your current business technology and receive a prioritized plan for improving customer communication, marketing, workflow, and data management.
This explains what the customer receives rather than only naming the activity.
Avoid creating several services with nearly identical names and descriptions.
For example, clearly separate:
Each entry should represent a recognizable offering.
Use the same general format for every service:
Consistent formatting makes the Services section easier to understand.
Confirm that:
Confirm that:
Confirm that:
Use a valid image file, preferably:
Also confirm that:
Check that the complete address begins with:
Open the destination directly in another browser tab to confirm that the page is available.
The service may already be connected to a scheduled appointment.
Review its appointment activity before attempting deletion. Keep the service when it must remain available for historical or active appointment records.
Confirm that the edit form was saved successfully.
Then:
Before completing the Services section, confirm that:
At the end of this chapter, the user should understand how to create, view, edit, display, test, and delete VCard services; configure the service enquiry button and slider; connect services to appointment booking; and control the visibility of the complete Services section.