Features
How To Use Your V1CE Features
21 articles
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→Can some team members use CCOS and others stay on Free Forever?CCOS is per user/cardholder. You can mix CCOS and Free Forever across a team — only the users who need contact…
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→What happens to a V1CE card when an employee leaves?When a team member leaves, you can reassign their V1CE card and page to a new employee. Here is how to handle …
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→How do I set up a team on ClientCapture OS?Step-by-step guide to adding team members on ClientCapture OS. Each person gets their own card and V1CE page, …
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→Does V1CE support an offline QR code?Standard Dynamic QR codes work on Free Forever and ClientCapture OS. The legacy Offline QR feature is part of …
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→How do I import contacts from a CSV?Yes — you can import contacts from a CSV file directly in your V1CE CRM dashboard, with no Zapier needed. You …
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→How do I send emails to all my contacts at once?Check-ins (formerly Email Broadcasts) is V1CE's built-in bulk email tool. Send a one-off email to all your con…
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→How do I capture contact details from people who view my V1CE page?V1CE Two-Way Exchange turns your V1CE page into a real exchange. Visitors fill in a form to give you their det…
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→How do I let people book meetings with me through V1CE?V1CE Bookings is V1CE's built-in scheduling tool, like Calendly. Add it to your V1CE page so contacts can book…
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→How do I sell coaching, downloads, or services from my V1CE page?V1CE Services lets you sell digital products, coaching, or services directly from your V1CE page. Customers pa…
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→How do I send a contract for e-signature with V1CE?V1CE Agreements is V1CE's built-in e-signature tool. Send contracts, get them signed, and store the signed cop…
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→How do I use V1CE as a Link-in-Bio (instead of Linktree)?V1CE can replace Linktree as your single bio link. Set up the page, drop the URL into your Instagram/TikTok/X …
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→How do I manage my contacts in V1CE?V1CE CRM stores every contact you capture in one place with notes, tags, and history. Here's how to open it an…
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→How to use V1CE InsightsSee which events, coffees and introductions turn into actual clients. Know what's working.
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→How do I research someone before a meeting?V1CE Scout is V1CE's AI research assistant. Tell it who you're meeting and it gives you a quick brief.
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→How do I add a V1CE link to my email signature?V1CE's Email signature tool builds a signature with your photo, name, and a link to your V1CE page. Paste it i…
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→How do I send automatic follow-up emails to new contacts?Smart follow-ups is V1CE's automated email sequence for new contacts. Set it once and every new contact gets a…
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→What appears when someone taps my V1CE card?Tapping your V1CE card opens your V1CE page: your photo, bio, contact details, and any blocks you add. Here's …
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→How do I make a QR code for my V1CE page?V1CE's QR code generator creates a branded QR code that opens your V1CE page. Customize it, download it, put i…
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→Can I customize the follow up email sent to contacts?V1CE has TWO email mechanisms on Contact Capture: a Welcome email (instant) and a Smart follow-up (delayed). H…
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→Can I use my QR code on flyers or printed materials?Yes, you can use your V1CE QR code on flyers and printed materials. Contact V1CE for the high-resolution PNG o…
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→How do I create a virtual background with V1CE?Build a branded V1CE virtual background with your details, logo, and QR code, then download it and upload to Z…