Learn Skills.

Open and save a card

1. Scan the QR code with your phone camera, or tap the link you were sent.
2. The card opens in your browser. Scroll to see services, work, reviews and how to pay.
3. Tap Save contact to put them in your phone's contacts.

You'll know it worked when: You can find them in your contacts by name.

💡 Tip: Tap the language button on the card to read it in your language.

Swap contacts

1. On the card, tap Swap contacts.
2. Add your name and how to reach you, then send.
3. If the pro has an offer on, you'll see it right away.

You'll know it worked when: You see You're connected! The pro gets your info and can reach out.

Book an appointment

1. Tap the pro's booking link, or Book on their card.
2. Pick a service, then a day and a time.
3. Add your name, phone and email. If the pro asks for a deposit, you'll see how much and how to pay it.
4. Confirm.

You'll know it worked when: You get a confirmation, and the appointment shows in My bookings.

See, move or cancel your appointments

1. Go to myskillscard.xyz/my-bookings. Your appointments are under Coming up.
2. Tap one to move it, cancel it or pay a deposit.
3. After your appointment, leave a review.

💡 Tip: Payments go straight to the pro. Skills. doesn't charge your card or keep it on file.

Pay a pro

1. Scan the pro's payment QR code or open the link they sent.
2. Pick how you want to pay (Cash App, Venmo or another way they take) and send it.

Find a pro

1. Go to myskillscard.xyz/discover.
2. Search, or tap Browse by skill.
3. Open a pro's card and book them.

Watch a pro live

1. Tap the live link the pro sent. It plays in your browser.
2. Like what you see? Book them from their card after the stream.

Make your own card

1. Saw a Skills. card you liked? Tap Make your own card, free, or scan the QR on an Event TV.
2. It's free and takes 60 seconds. Then start with Mission 1.

1.1Make your card

Why it matters: In 60 seconds you have a card you can send to anyone. No printing, no designer.

1. Open Skills. and tap Create Account.
2. Under What do you do?, search your trade or type your own (barber, DJ, realtor…). Skills. sets up your card for it.
3. Check Your title, the name people call you.
4. Under What you're known for, tap every skill that fits. You can add your own later.
5. Tap Next.
6. Add Your name and Your link. When it says ✓ It's yours, the link is free. If it says Taken. Try another., try another.
7. Add a photo, your City and a Card color if you want. All three are optional.
8. Tap Make my card ✨.

You'll know it worked when: You see that your card is made, with three steps: Card made, Quick check, Live!

💡 Tip: Tap 🔔 Tell me when it's live. Every new card gets a quick check to keep Skills. safe, and you'll get a push the moment yours is approved.

1.2Add your photo

Why it matters: People trust a face. You also need a photo before you can share your card.

1. On the dashboard, tap Edit My Card.
2. Under Profile photo, tap Add a photo and pick a clear, well-lit photo with your face in the middle.
3. Use Zoom and the arrows to move it until it looks right.
4. Under Background, pick a color, or No background.
5. Tap Save changes at the bottom.

You'll know it worked when: Your photo shows on your card on the dashboard.

💡 Tip: A photo of you at work (behind the chair, at the decks, at a listing) gets more saves than a selfie.

1.3Write your bio

Why it matters: Your bio is what turns a look into a call.

1. Tap Edit My Card, then scroll to About.
2. In Headline, write one line that makes people want to keep reading. Example: "Fresh fades in 30 minutes, walk-ins welcome."
3. Under Bio Sections, tap Add to add a section (up to 5). Give it a title if you want, like "I've worked with".
4. Write one item per line. Start a line with "-" to make a bullet.
5. Tap Save changes.

You'll know it worked when: Tapping View card shows your headline and sections under your name.

💡 Tip: Keep the headline under 10 words and put your best line first. Most people read only that.

1.4Add your skills, contact, socials and payments

Why it matters: One card replaces your phone number, your Instagram, your website and your Cash App.

1. Tap Edit My Card.
2. Under Skills, type a skill and tap Add. Add as many as you want.
3. Under Contact, add your Phone, Email, Website and Location.
4. Under How much of it people see, pick Zip code only, City, State or Full address.
5. Under Social media, search a platform (Instagram, TikTok…) and add your handle.
6. Under Payments, add how clients pay you (Cash App, Venmo and others).
7. Tap Save changes.

You'll know it worked when: View card shows your buttons for calling, texting, socials and paying.

💡 Tip: Working from home? Pick City, State so clients can find you without seeing your address.

1.5Show your work

Free for 1 photo or video. Pro for up to 10, and a welcome video.

Why it matters: Clients book what they can see.

1. Tap Edit My Card and scroll to Gallery.
2. Tap Upload photos or videos, or paste an Image or video link. Videos must be under 1 minute.
3. Pro: under Welcome video, tap Add a welcome video. It plays when someone scans your QR code.
4. Tap Save changes.

You'll know it worked when: Your photos show in the Gallery on your card.

💡 Tip: Put your best piece first. On Free, make your one item count: a before-and-after works great.

1.6Pick your color and language

Why it matters: Your card should look like your brand and speak your clients' language.

1. Tap Edit My Card and scroll to Look.
2. Under Card colour, pick a color, or tap the custom color to match your brand exactly.
3. Scroll to Language & privacy and pick your App & card language.
4. Tap Save changes.

You'll know it worked when: Your card on the dashboard shows the new color.

💡 Tip: Many of your clients speak another language? Visitors can switch your card's language themselves, so you only pick the one that shows first.

1.7Check your card and go live

Why it matters: See exactly what your clients see before you send it out.

1. On the dashboard, look at Make your card stand out. It shows how close you are to 100%.
2. Tap anything still missing on that list to add it.
3. Tap View card to see your card the way clients see it.
4. Waiting on the quick check? You'll get a push when your card is live. Until then, you can still edit it.

You'll know it worked when: The checklist says Your card is 100% done! 🎉

💡 Tip: Open your card on a friend's phone once. It's the fastest way to spot a typo.

2.1Send your card

Why it matters: No more "I don't have a card on me." They don't need the app to open it.

1. On the dashboard, tap Share My Card.
2. Pick how to send it: Copy (the link), Email or Text message.
3. To send it to many people at once, tap Send to multiple contacts, add their phone numbers and emails, write a message if you want, and tap Send my card.

You'll know it worked when: You see ✓ Link copied!, or your text or email opens with your link in it.

💡 Tip: Paste your link in your Instagram and TikTok bio and your email signature. It works there all day, without you.

If Share doesn't open: you need a profile photo first (see 1.2), and your card has to pass its quick check.

2.2Show your QR code

Why it matters: The fastest way to share face to face. Any phone camera can scan it.

1. On the dashboard, tap the photo on your card (Tap photo for QR).
2. Hold your phone up so they can scan the big QR code with their camera.

You'll know it worked when: Your card opens on their phone, with a Save contact button.

💡 Tip: Turn your screen brightness up. Scans work faster, even from a few feet away.

2.3Put your card on your home screen

Why it matters: Your QR is one tap away without opening the app.

1. iPhone
2. Press and hold an empty spot on your home screen until the apps wiggle.
3. Tap + (top left) and search My Skills.
4. Pick the Skills. Card widget and tap Add Widget.
5. Android
6. Press and hold an empty spot on your home screen and tap Widgets.
7. Find My Skills and drag the Skills. My card widget onto your screen.

You'll know it worked when: Your card shows on your home screen, and tapping it opens your card.

💡 Tip: Android also has Quick actions and Coming up widgets. Mission 4 covers the calendar widgets.

2.4Turn your phone into a billboard

Why it matters: At a booth, an event or your front desk, people scan your card from across the room.

1. Open the side menu and tap Billboard Mode.
2. Turn your phone sideways. Your card fills the screen with a big SCAN ME QR code, your skills, your services and your reviews.
3. Set it down facing people. To exit, tap the screen and tap the X.

You'll know it worked when: Someone scans it and your card opens on their phone.

💡 Tip: Have a TV or laptop? With Pro, Movie mode plays a 20-second loop made for events (Mission 6).

2.5Save someone else's card

Free for up to 10 contacts. Unlimited with Pro.

Why it matters: When someone hands you a paper card, it goes in your phone, not in a drawer.

1. On the dashboard, tap Scan Card / QR Code.
2. Tap Take or choose a photo and snap their card, badge or QR code. AI reads it for you.
3. Under Check the details, fix anything it got wrong and add notes if you want.
4. Tap Add a reminder to follow up later (optional), then Add to contacts.

You'll know it worked when: They show up in Network, with everyone else you've met.

💡 Tip: Add one note about where you met ("Houston expo, wants a quote"). Future you will thank you.

3.1Give people a reason to swap contacts

Why it matters: A small offer turns "nice card" into a name and a number in your CRM.

1. Open the menu and tap CRM, then More → Card offer.
2. Turn on 🎁 Show an offer on my card.
3. Under Your trade, pick your trade. Skills. writes an offer for it, like "10% off your first cut". Change the words if you want.
4. Check What they get (shown before they share) and What they see after sharing (a code, a link or how to claim it).
5. Turn on ✉️ Email them a thank-you if you want them to get the reward by email too.
6. Tap Save.

You'll know it worked when: You see 🎁 Your card offer is on, and your card shows the offer next to Swap contacts.

💡 Tip: Offer something that costs you little but feels big: a free add-on, a price list, first look at new dates.

On Free, people can still swap contacts on your card, just without an offer.

3.2Let your card answer questions for you

Why it matters: Your card answers "how much?" and "are you free Saturday?" at 2 AM, while you sleep.

1. Nothing to turn on. With Pro, your card shows "Ask (your name) anything" at the bottom.
2. It answers from what's on your card: your bio, skills, services and prices. The more you fill in (Mission 1), the better it answers.
3. When someone wants to book or get a quote, it can save them as a contact for you.

You'll know it worked when: You open your card, tap "Ask (your name) anything" and ask it about your services.

💡 Tip: Add your prices to your services (Mission 4). It's the question people ask most.

3.3Catch leads in person

Why it matters: At your front desk, a booth or an open house, every person who stops by gets saved.

1. A QR code for each place
2. Go to CRM → More → QR codes by place.
3. Under Where will it go?, type a place ("Front desk", "Flyer", "My truck") and tap Add.
4. Tap ⬇️ Save QR and print it or put it on your flyer. Each place shows how many people swapped from there.
5. A sign-in screen for events
6. Go to CRM → More → Event sign-in.
7. Type the Event name ("Open House, 123 Main St") and tap Start sign-in screen.
8. Set your phone or tablet down. Guests sign in themselves. To leave, press and hold Exit in the corner.
9. A giveaway
10. Go to CRM → More → Giveaway.
11. Add the prize and pick an end date, then save.
12. When it ends, tap Pick now to choose a winner. Entries stay in your CRM.

You'll know it worked when: You see 🎉 Your giveaway is on your card, and new people show up in your CRM with where they came from.

💡 Tip: Use a different place QR on each flyer. In a week you'll know which spot is worth paying for.

3.4Work your leads in the CRM

Why it matters: You always know who to call today, so no lead goes cold.

1. Open the menu and tap CRM.
2. Start at the top: Reach out today shows who's waiting on you, with 🔥 on hot leads. Coming up shows what's next.
3. Tap a person to open them. Their story shows how they found you (swapped on your card, scanned your QR, entered your giveaway…).
4. Tap Text, Call or Email to reach out right from there.
5. Move them along as you talk: New lead → Talking → Quote sent → Deciding → Won or Lost.
6. Tap Add anything to add a person, a task or a note yourself.

You'll know it worked when: The person drops off Reach out today after you reach out.

💡 Tip: Spend 5 minutes on Reach out today every morning. That's the whole habit.

3.5Let follow-ups run for you

Why it matters: Most sales happen on the second or third follow-up. Skills. remembers so you don't have to.

1. Go to CRM → More → Follow-ups.
2. Turn on ⏰ Nudge me after 10 minutes to get a push when someone swaps contacts and you haven't reached out yet.
3. 💬 Texts on day 1, 3 and 7 are always on. Each one waits on your Today screen with a message ready. Tap Text to send it.
4. Want emails sent for you? Turn on ✉️ Send follow-up emails for me and check the day 1, 3 and 7 emails. {first} becomes their first name and {me} becomes yours.
5. Tap Save.

You'll know it worked when: The next new lead shows up on your Today screen with a text ready to send.

💡 Tip: Follow-ups stop by themselves as soon as you reach out, so nobody gets a message after you've already talked.

3.6Bring in your contacts and message many at once

Why it matters: Your old clients are your easiest next booking.

1. Go to CRM → More → Import contacts. Bring them in from your phone, a spreadsheet or iPhone contact cards, or Paste a list. Check them before saving.
2. Tag people or Add to a list to group them (regulars, wedding leads, past clients).
3. Pick a group and send them all a text or email at once. Message templates fill in each person's name.
4. See how it's going in CRM → More → Reports: money, clients, deals and your busiest times.
5. Need a copy? CRM → More → Export your data downloads people, deals and tasks.

You'll know it worked when: Your imported contacts show in the CRM with their tags.

💡 Tip: Send past clients one message: "I'm on Skills. now, book me here." Add your booking link (Mission 4).

4.1Set up your services and hours

Why it matters: Clients can only book what you put on the menu.

1. Open the menu and tap Bookings, then the Services tab.
2. Tap See starter services, tick what you offer and tap Add these. Prices are just a starting point.
3. Tap a service to check its Name, How long it takes, Price and Color.
4. Want a deposit? Turn on Ask for a deposit, set the Deposit amount, what happens If they cancel, and what They can pay with.
5. Go to the Setup tab. Set when clients can book you, then tap Copy Monday to weekdays to save time. Add a Break between bookings if you need one.
6. Tap Save hours.

You'll know it worked when: Your link is ready shows on the Today tab.

💡 Tip: Turn on No-show protection in Setup. Anyone who missed an appointment before needs your OK to book again.

More rules in Setup: I approve each booking, Allow same-day bookings, how far ahead people can book, Most per day, 📅 Special hours for one day, days off and your cancellation policy. Tap Save rules.

4.2Share your booking link

Why it matters: Your link books you while you work.

1. On the dashboard, tap Book My Services. It opens the share screen with your booking link.
2. Send it by Copy, Email or Text message, just like your card (2.1).
3. Clients pick a service and a time, and it shows up in Bookings → Today.

You'll know it worked when: A test booking from your own link shows on the Today tab.

💡 Tip: Pin your booking link in your Instagram bio and add it to every "are you free?" reply.

4.3Handle your bookings

Why it matters: Approve, move and get paid from one screen.

1. Open Bookings. Needs you shows requests and changes waiting on you. Swipe right to accept, left to decline.
2. Tap a booking for Details. From there you can 💵 Mark paid, Save notes or Cancel booking.
3. To change the time, tap Move this booking, pick a New date and New time, and tap Move it and tell the client.
4. Not sure when works? Tap Let them pick a time, pick up to 4 times and tap Create link. The client taps one, and it's booked.
5. Adding a walk-in or a phone booking yourself? Tap New booking, fill it in and tap Book it.
6. After the appointment, tap ⭐ Ask for a review.

You'll know it worked when: Needs you says You're all caught up.

💡 Tip: Ask for a review right after a great appointment, while they're still smiling. Reviews show on your card and your Billboard.

4.4Run your day from the Skills Calendar

Why it matters: Clients, tasks, follow-ups and your personal life in one place, so you never double-book.

1. Open the menu and tap Calendar. Switch between Today, Week, Month and List.
2. Tap Add anything to add an event, task or reminder. Choose Repeat, Remind me and a Color if you want.
3. Busy for something personal? Turn on Block client bookings on that event. Clients can't book you then.
4. Open Calendar settings and turn on Show my phone calendars to bring in Google, Samsung, iCloud and Outlook. They stay on your phone.
5. While you're there, set your morning push (Send it at) and turn on 📅 Sunday recap to see how your week went.
6. Put it on your home screen
7. iPhone: add the Skills Calendar widget (Up next, Today with tasks to tick off, or Month), or put it on your Lock Screen. Your next appointment also shows on the Lock Screen, and you can add anything from Control Center.
8. Android: add the Up next, Today or Month widget.

You'll know it worked when: Your bookings and your phone's events show side by side in Week.

💡 Tip: The Today widget lets you tick off tasks without opening the app.

5.1Set up your business (once)

Why it matters: Fill it in once, and every invoice, receipt and quote looks professional.

1. Open the menu and tap Invoices & Receipts, then Set up your business.
2. Add your Business or your name, logo, Address and website.
3. Under How clients pay you, add every way you take money.
4. Pick your Brand color and tap Save.

You'll know it worked when: A new invoice shows your name, logo and color at the top.

💡 Tip: In More, set up Saved items (your services and prices) and Tax presets. Then each invoice takes seconds.

5.2Get paid right now

Why it matters: The job's done and the client's standing in front of you. Get paid before they leave.

1. In Invoices, tap 💸 Request payment.
2. Enter the amount and What it's for ("Haircut").
3. Under How should they pay?, pick one way or Any of them.
4. Add the client if you want (Client (optional)).
5. Tap 🔳 Show QR code for them to scan, or 📤 Send link.

You'll know it worked when: The payment shows under Check these payments. Tap Confirm once the money arrives.

💡 Tip: Skills. doesn't hold your money. Clients pay you directly, so you get it right away.

5.3Send a quote, invoice or receipt

Why it matters: Bigger jobs need it in writing.

1. In Invoices, tap + and pick Quote (a price before the job), Invoice (bill for work), Receipt (they already paid) or From a booking.
2. Add the client's Name, Email and Phone.
3. Under Items, tap + Add a line for each service, with Qty and Price. Add tax or a discount if needed.
4. Tap Save, then send it: Text, Email it for me, Share the link or Share the PDF.
5. When a quote is accepted, it shows under Quotes accepted 🎉. Turn it into an invoice with one tap.

You'll know it worked when: It shows under Waiting on payment.

💡 Tip: Big job? Send a quote first. A yes in writing means fewer surprises later.

5.4Track who owes you

Why it matters: Money you're owed only helps if you ask for it.

1. Open Invoices → Home. Owed to you shows the total.
2. Check Overdue and Waiting on payment, and send a reminder from the invoice.
3. When they pay, open the invoice and record the payment (Full balance or Half). Tap Make a receipt to send them one.
4. Track what you spend in Expenses. Download everything with More → Export.

You'll know it worked when: Overdue is empty.

💡 Tip: Jobs from your booking page wait in Ready to invoice. One tap and they're billed.

6.1See what's working

Why it matters: Spend your time where your clients actually come from.

1. Open the menu and tap Analytics.
2. Check Views over time, Where people come from, Link taps, Devices and Top locations.
3. Recent leads shows who swapped contacts lately.
4. For a closer look, go to CRM → More → Where clients come from: views, swaps and clients for each source.

You'll know it worked when: You can name your #1 source (Instagram, your QR at the front desk, a flyer…).

💡 Tip: Check once a week, same day. Put more effort into the top source and drop what isn't working.

6.2Turn clients into referrals

Why it matters: A friend's word beats any ad.

1. In CRM, open a happy client.
2. Under Referrals, copy 🔗 Their link and send it to them: "Send this to anyone who needs me."
3. When someone swaps contacts through their link, you see it there, marked as referred by them.

You'll know it worked when: A new lead shows your client's name as the one who referred them.

💡 Tip: Thank the client who sent them, even with a small discount. They'll send more.

6.3Build your team

Why it matters: Every person on your team gets a matching card, and you see how they're all doing.

1. Open the menu and tap Team, then Create your team.
2. Add your Team or company name, Your role, Industry and Team size, and tap Create team.
3. Tap Invite someone. They get an invite, tap Accept and join, and show up under Members.
4. Under Settings → Permissions, choose whether Members can see card numbers and whether Members can invite others. Tap Save permissions.

You'll know it worked when: Your team shows up under Members, and Top cards shows whose card gets the most views.

💡 Tip: Pick one card color for the whole team so you look like one brand.

6.4Run Event TV (Movie mode)

Why it matters: At an event, a TV playing your card pulls people over. They make their own card and become your lead.

1. Open the side menu and tap Billboard Mode. On a laptop, you can also press M.
2. Tap Movie. Under Where are you showing this?, type the event name ("Houston Business Mixer") and tap ▶ Start movie.
3. Put it on a TV: full screen on a laptop, or mirror your phone to the TV.
4. It plays a 20-second loop on repeat in your language: your card, "Saved in one tap" and a QR code.
5. Everyone who scans it and makes a card is saved in your CRM with the event name, and you get a push.

You'll know it worked when: The TV shows how many people made their card tonight, and the count goes up.

💡 Tip: Leave the TV up all night. Each new card gets a shout-out on screen once it's approved, and the room notices.

6.5Go live

Why it matters: Show your work live (a cut, a set, a house tour) and anyone can watch from a link.

1. Open the side menu and tap Go Live. The Show off your skills screen opens.
2. Tap Continue and allow the camera.
3. Name your stream ("Fresh fade, start to finish") and tap Continue.
4. Send it out first: Copy Link, Text It, Email It or Notify My CRM.
5. Tap I'm Ready — Go Live. When you're done, tap End stream.

You'll know it worked when: You see people watching. They watch in their browser, with no app.

💡 Tip: Go live at the same time every week. People start showing up for it.

Turn on your notifications

1. Open the side menu and tap Notifications.
2. Tap Turn on all push, or choose Push or Email for each alert.
3. Tap Send me a test push to check that it arrives.

You'll know it worked when: You see 🔔 Every push alert is on, and the test push shows up within seconds.

Not getting it? If it says notifications are off, turn on notifications for My Skills in your phone's settings, then try again.

Change the app's language

1. Open the side menu and tap Language.
2. Pick your language. The whole app switches instantly.

Upgrade or change your plan

1. Tap Upgrade on the dashboard or in the side menu.
2. Pick Pro or Elite. New to Pro? Try it free for 7 days, no credit card needed.

Get help

1. Open the side menu and tap Support, then Contact support.
2. Pick a reason, describe what happened, attach a screenshot if you can, and tap Submit ticket.
3. Want something added? Tap Request a feature and tell us.