Comprehensive Guide to Managing Digital Cards and Appointments on BizTapID

STEP 1: Click on "Digital Cards" to Access Digital Card Management

• Navigate to the BizTapID dashboard.
• Click on the Digital Cards link in the sidebar to access the Digital Card management section.
• This section allows you to manage your digital cards effectively.
• Look for additional options and analytics related to your digital cards on the page.

STEP 2: Click on "Preview URL" to Access Digital Card Link

• Locate the "Preview URL" section in the Digital Card Management table.
• Click on the highlighted link: https://biztapid.com/bhavik-palzin.
• This action will open the digital card in a new tab for review.
• Ensure you have the correct digital card selected before clicking.

STEP 3: Select Date for Appointment

• Click on the "Pick a Date" input field in the "Make an Appointment" section.
• A date picker will appear; choose your desired appointment date.
• Ensure the date is correctly selected before proceeding to the next step.

STEP 4: Select Appointment Date

• Click on the highlighted date (30) in the calendar.
• Ensure the date is correctly displayed in the "Pick a Date" field.
• Review any additional required fields marked with an asterisk (*).
• Proceed to the next step to select the appointment timing.

STEP 5: Select Appointment Timing

• Click on the highlighted time slot: 12:00 AM - 12:15 AM.
• Ensure the selected time is correct for your appointment.
• Review other required fields, such as the appointment date.
• Proceed to the next step by clicking on "Make an Appointment".

STEP 6: Click on "Make an Appointment"

• Ensure you have selected the desired date and hour for your appointment.
• Click the "Make an Appointment" button to proceed.
• Verify that all required fields are filled out before clicking.
• After clicking, you will be directed to the next step to enter your name.

STEP 7: Enter Name for Appointment

• Click on the "Name :" field in the appointment form.
• Input your full name as required (indicated by the asterisk).
• Ensure the name is accurate for appointment confirmation.
• Proceed to the next field by clicking or tabbing to "Email".

STEP 8: Enter Email Address for Appointment

• Click on the "Email" field in the appointment form.
• Ensure to enter a valid email address as it is marked with an asterisk (*), indicating it is required.
• Review other fields: Name, Phone, Payment Method, and Price, ensuring all required fields are filled.
• Proceed to the next step by entering your phone number.

STEP 9: Enter Phone Number for Appointment

• Click on the "Phone :" field in the appointment form.
• Enter your phone number in the provided space.
• Ensure that the phone number is accurate, as it may be used for appointment confirmations.
• Look for any required fields marked with an asterisk (*).
• Proceed to the next step by selecting your payment method.

STEP 10: Select Payment Method

• Click on the highlighted option "Manually" in the Payment Method dropdown.
• Ensure all required fields (Name, Email, Phone) are filled out before proceeding.
• Review your selections to confirm accuracy.
• After selecting the payment method, continue to the next step by clicking the "Save" button.

STEP 11: Click on "Save" Button to Confirm Appointment

• Ensure all required fields are filled: Name, Email, Phone, Payment Method, and Price (marked with *).
• Review your entries for accuracy.
• Click the "Save" button to confirm your appointment.
• Proceed to the next step by navigating to the Profile Dashboard and selecting "Appointments."

STEP 12: Click on "Appointments" in the Profile Dashboard

• Navigate to the Profile Dashboard.
• Locate the "Appointments" link on the sidebar.
• Click on the "Appointments" link to access the appointments section.
• Ensure you have completed the previous step by saving your appointment details.

STEP 13: Click on "Appointments" to View Appointment Details

• Ensure you are connected to the internet to access the appointments.
• The appointments table includes the following columns:
  • DIGITAL CARD NAME
  • NAME
  • EMAIL
  • PHONE
  • APPOINTMENT TIME
  • STATUS
  • TYPE
  • ACTION
• Use the search bar to filter results if needed.
• Click on "Appointment Type" for further actions.

STEP 14: Click on "Appointment Type" to Select Appointment Type

• Click on the "Appointment Type" dropdown in the highlighted area.
• Select the desired type from the options: "Approved" or "Reject."
• Ensure to review your selection before proceeding.
• This action is crucial for managing appointment statuses effectively.