Everything you need to get the most out of CardScan.
CardScan works best when added to your phone's home screen as a web app — it opens full-screen without the browser bar.
Open the scanner — no setup needed, it's ready to go as soon as you log in.
Click Scan to choose a file. On mobile, your device may offer to take a photo directly. Supported formats: JPG, PNG, WEBP — up to 10 MB.
Once you select a file the placeholder card is replaced by a preview of your image. Click Scan again to choose a different file.
The AI reads the image and extracts the contact details — name, job title, company, email, phone, website, and address — usually in a few seconds.
Search for the person on LinkedIn and open their profile page.
Just below their name, look for the Contact info link. Click it to open a panel showing any shared email, phone, or website.
Take a screenshot showing their name, headline, company, and the Contact info panel. Upload it to CardScan as you would any card image.
After scanning, the Extracted Contact Details section expands automatically. All fields the AI found are filled in. You can edit any field before saving — the AI occasionally misreads unusual fonts or formatting, so it is worth a quick check.
Fields that were not found on the card are left blank. You can fill them in manually if needed.
A Notes field at the bottom of the form lets you add any free-text notes about this contact. Notes are included in the downloaded VCF file, your email template (via the {{note}} placeholder), and the webhook payload.
Click Save to save the contact as a .vcf file. This format is supported by virtually all address book applications — Apple Contacts, Google Contacts, Outlook, and most CRMs. Any notes you have added are included in the file.
On mobile, tapping the downloaded file usually offers to add the contact directly to your phone's address book.
If you have a webhook configured and enabled, the contact data is also sent to your webhook URL when you click Save.
After a scan, open the Send an Email section below the contact details. If the card contained an email address it is pre-filled as the recipient. If the AI misread the address you can correct it in the Email field above — the To address updates live as you type.
Similarly, editing the First Name or Last Name fields will instantly update any {{firstName}}, {{lastName}}, or {{fullName}} placeholders in your template subject and body.
The subject and message body are pre-filled from your Email Template if you have set one. If you have saved multiple templates, a Template dropdown appears at the top of the Send an Email section. You can edit them freely before sending.
Click Send. If no email address is present the button will be disabled.
Your organisation uses a per-seat subscription — one seat per active user account. There are no per-scan credits. As long as the subscription is active, everyone in your organisation can scan without limit.
Starting your subscription
Admins can start or manage the subscription from Admin → Billing. You will be taken to a secure Stripe checkout to enter your payment details. Scanning is enabled as soon as payment is confirmed.
Adding and removing users
Seats adjust automatically — no manual billing changes are needed:
Managing your payment method
Go to Admin → Billing and click Manage Billing to open the Stripe portal, where you can update your card, download invoices, or cancel.
If a payment fails
Stripe will retry the payment automatically. Your organisation's billing contact will receive an email with a link to update the payment method. Scanning continues during the retry window. If the payment remains unresolved the subscription will be suspended and scanning will be blocked until the account is brought up to date.
When the referral programme is active, a link appears in the Scans section of your profile. Click it to open a pop-up showing a personal QR code you can share.
When someone scans your QR code, visits the site, and registers a new account, you automatically earn the advertised number of scans. Scans are added to your balance immediately.
Click Download QR inside the pop-up to save the QR code as a PNG image.
Open Profile from the My Account menu to manage your account. The Account card contains:
In Profile, the Email Templates card lets you save up to 5 named templates. Each has its own subject and message body that is pre-filled whenever you send an email after a scan.
Managing templates
Markdown formatting
The editor supports basic Markdown: **bold**, *italic*, [links](url), - lists, and ## headings. Click Preview in the toolbar to check formatting.
Placeholders
Placeholders are replaced with scanned contact details. Common ones:
{{firstName}}, {{lastName}}, {{fullName}}{{company}}, {{jobTitle}}{{email}}, {{phone}}, {{website}}{{note}} — any notes you typed after the scanTags let you categorise contacts at the moment you send a webhook — useful for routing them in Zapier or assigning labels in Notion.
Setting up
Using tags
Once tags are saved, checkboxes appear on the scan page below the contact form (only when a webhook is active). Tick whichever tags apply before clicking Save — selected tags are included as a tags JSON array in the webhook payload.
Webhooks let you send contact data to another service — such as Zapier, Make, or your own CRM.
Setting up
Payload
JSON fields: firstName, lastName, company, jobTitle, email, phone, website, address, note, tags (array).
Testing
Click Send Test Payload in the Webhook card to fire sample data to your URL.
On the sign in page, click Forgot your password? and enter your email address. If the address matches an account a reset link will be sent. The link expires after 1 hour.
If you do not have an email address on your account, contact us at and we'll reset it for you.
The saved webapp doesn't work
As CardScan is developed, updates on the server may not reach the cached version on your phone. If the app is behaving unexpectedly, follow these steps: