Your contact card: sent with every confirmation

Your contact card

When the assistant books an appointment (or moves one), the confirmation text now carries your contact card: one line with a link to your card page, and on your own texting number the card itself rides along so the person can tap Save contact. Nothing promotional goes with it — the confirmation stays a confirmation.

What is on the card

The card is built from your profile every time it is opened, so it is never out of date:

• Your name and your business name (from Settings → Identity).
• Your title and a license line if you add them (Settings → Your contact card).
• The number you choose: your cell, or your own business line. The shared FirstFiveMin number is never put on your card — a call back to it would reach the assistant, not you.
• Your email (your login address) and your website if you set one.
• A short note in your own words — the label depends on your business: *Showing details* for real estate, *What to expect* for home services, *Location and parking* for offices. Leave it empty to leave it off.
• For medical, dental and legal practices: a link to your own intake or new-patient form on your own site. FirstFiveMin never hosts intake forms and never collects health information.

FirstFiveMin's name appears nowhere on the card. It is yours.

Your card page and QR

Open my card page shows what the person sees: your details, Save contact, Book an appointment (into the same booking the assistant uses), and a QR code that opens the page. Print the QR on a sign rider, a truck door or a counter card — scanning it saves your contact and lets people book. The link is stable; New link retires it (and any printed QR) and makes a fresh one.

Card stats: under the status line, Settings shows how many people opened your card page and how many saved your contact in the last 30 days. Only people are counted — search engines and link checkers are not — and nothing about them is kept, just the day and the number.

When it is not sent yet

The status line under the card tells you why: the card is turned off, your name is missing under Identity, or there is no number or email to put on it. Fix the item named and the card starts riding the next confirmation.

What your CRM sees

Every card sent shows on the lead's timeline and fires the followup.sent webhook, so a CRM or automation can mirror it.

My card: share your card from your phone

Your card is built from your profile — your name, business, title, license line, number, email and website — and stays current on its own. There is nothing to set up here: you change what the card says on Settings → Your contact card, and My card is where you share it.

Three ways to share it

| Way | What the other person does | Works with | |---|---|---| | QR code | Points their phone camera at the code. Nothing to install. | Every phone | | NFC tag | Taps your tag or card with their phone. | Every phone with NFC | | NameDrop | Holds their iPhone near yours. | iPhone to iPhone |

QR code. My card shows your QR code on screen, and Download the QR code (print size) gives you a picture you can print on a flyer, a sign or the back of your business card. Keep it on your phone's screen and anyone can scan it.

NFC tag. Buy a blank NFC sticker or card (NTAG213 or NTAG215, a few dollars). Install the free NFC Tools app on your phone. Choose Write, then Add a record, then URL, paste your card link (the Copy link button on My card), and hold the tag to your phone. From then on, any phone that taps the tag opens your card.

NameDrop (iPhone). Tap Save to my phone and save the contact. Then go to Settings → Contacts → My Info on your iPhone and choose that contact. When you hold your iPhone near another iPhone, NameDrop shares this card. Android phones have no built-in tap-to-share for contacts, so use the QR code or an NFC tag with them.

What people see on your card

Your card page shows your details, Save contact, Text me and Call me (to your own number, never a shared one), and Send me your details — your own lead form. A person who fills it in becomes a lead exactly like one from your website form, with the same consent step, and the lead page shows where it came from as form / card.

A new link

Get a new link retires your current link and makes a new one. Your old link, any QR codes you printed and any NFC tags you wrote stop working, so only do it if an old link is somewhere you no longer want it.

Lines

With Multi-Line on, each of your lines has its own card (its own title, license line, website and number when you set them), and My card lists each one with its own link, QR code and NFC steps.

Properties: a phone page and a QR code for each listing

If you sell homes, Properties in the menu keeps your listings. For each one you get a one-screen page for the phone (the address, price, beds, baths, square feet, your description, open-house times, and your Call, Text and Save contact buttons) and the same form the rest of the product uses, so a visitor who asks about the home becomes a lead through the consent card you already have.

### Add a property Choose Add a property. The address is the only required field. Everything else can be added later: status (coming soon, for sale, pending, sold), price, beds, baths, square feet, the monthly HOA, a short description and up to three open-house times. You can add one in about a minute from a phone.

### Describe the home, not who it suits Two tiers. A statement of who may or should live somewhere ("adults only", "no kids", "christian", "english speaking") is never saved, and the phrase is named so you can take it out. A phrase that can describe the home or hint at who it suits ("family-friendly", "great schools", "safe area", "walking distance to ...") asks you first: you see the phrase and confirm it describes the home; the confirmation is kept on the record. That is the fair housing rule, and the assistant follows the same rule when it talks about a home.

### What a new listing keeps on record To add a property you confirm that you hold the listing (a listing agreement with the seller) and that you may use the photos and materials in the ad, and you give the date the listing ends - the page stops showing that day (change the date to bring it back).

### The page needs your card to be complete By law the first point of contact carries your name, your license number and your brokerage's name, plus the Equal Housing Opportunity statement. The page adds them for you from My card. Until your name, license number and brokerage name are on file, the page does not go live and Properties tells you which one is missing. The license number is checked for the California format - eight digits (written plain, "DRE #01234567" or "Lic. 01234567"); other states' formats are added later, so a number in another shape is held rather than guessed at. The page prints the official Equal Housing Opportunity logo; until FirstFiveMin has installed it, pages are held and Properties says so.

### A QR code per piece Every property gets six pieces: a yard-sign rider, a flyer, an open house, a mailer, a social post and a window card. Each has its own QR code (tap it to download a print-size PNG) that opens the same property page, so you can see which piece is opened and which brings leads. Opened counts people (not search engines or link previews); Leads counts the people who filled in the form after scanning that piece.

### Archive Archive takes the page down at once (it answers "not available") and keeps the numbers.

### The morning after an open house The morning after an open-house time you entered ends (from 12 hours later), you get one text and one email: how many people signed in through the open-house sign's page and their first names. Nothing is sent to the visitors. A time with nobody is left unsaid.

### In your Monday summary The Monday email lists each live listing that was opened or produced a lead last week: how many people opened its page and how many leads came from its signs, flyers and mailers. A listing with nothing that week is left out.