Skip to main content

How do I find my way around the V1CE dashboard?

Tour of the V1CE ClientCapture OS dashboard — what each section does, where to find every feature, and how the legacy V1CE Plus/Pro/Teams dashboard differs.

Written by Akshay Kumar

How do I find my way around the V1CE dashboard?

Your V1CE dashboard at app.v1ce.co is where you manage every part of V1CE: your pages, your CRM, your card activations, the Services you sell, your check-ins to contacts, your bookings, your Agreements, and your analytics. This article tours the V1CE ClientCapture OS dashboard (the current version). If you are still on the legacy V1CE Plus, Pro, or Teams software, see the legacy section at the bottom for the older labels.

Which V1CE software am I on

If your sidebar shows Dashboard, Pages, CRM, Scout, Insights, Team, and Settings, you are on V1CE ClientCapture OS (the current platform). If your sidebar shows Digital Cards, Profiles, Devices, Contacts, Flows, Broadcasts, Track, Storefront, you are on the legacy V1CE Plus, Pro, or Teams software. The features are similar but the labels and layout differ.

V1CE ClientCapture OS sidebar (always visible)

These items are always in the left sidebar on V1CE ClientCapture OS:

Dashboard

The main overview. Shows your recent activity, top-line stats for your pages, and quick links to your most-used features. Path: app.v1ce.co/dashboard.

Pages

Where you build and edit the V1CE pages that your card taps and QR scans go to. Drag and drop blocks (about, links, reviews, portfolio, Services, etc.) to design each page. Path: app.v1ce.co/pages.

CRM

Your contacts, tasks, and pipeline. Every contact captured through your page's Contact Capture form lands here. From the CRM you can add notes, set tasks, log calls, and follow up. Path: app.v1ce.co/crm.

Scout (beta)

V1CE's AI research assistant. Scout helps you research contacts before a meeting, summarise what you know about a company, and pull together notes from public sources. Currently in beta. Path: app.v1ce.co/scout.

Insights

Analytics across your pages, taps, and activity. See how many people tapped your card, who viewed your pages, where they came from, and which links got the most clicks. Path: app.v1ce.co/insights.

Team

If your plan includes team management, this is where you add team members, assign cards, and manage roles. The Team section is conditional and only appears for accounts with the right plan. Path: app.v1ce.co/team.

Settings

Your account-level settings: page details, login email, password, billing, notifications, and integrations. Path: app.v1ce.co/settings.

Under the "More" button

The "More" button on the sidebar opens a menu with the rest of V1CE's features:

Smart follow-ups

Email sequences to contacts you have captured. Set up a welcome email that sends instantly, or schedule follow-ups to send later, or build a multi-step sequence. Path: app.v1ce.co/follow-ups.

Check-ins

One-off emails sent to a group of your contacts at once (formerly called Broadcasts). Use Check-ins for product announcements, event invites, monthly updates, or any message that goes to many contacts at the same time. Path: app.v1ce.co/check-ins.

Bookings

Your booking link. Connect your calendar (Google, Outlook, iCloud), set your available hours, and contacts pick a meeting time from your page. Path: app.v1ce.co/bookings.

Agreements

V1CE's e-signature feature (legally binding in the UK, US, and EU, GDPR-compliant). Create an Agreement, send it to a contact, get it signed. Path: app.v1ce.co/agreements.

Services

Sell digital products, services, or paid bookings directly from your V1CE page (formerly called Storefront). Customers pay through your own Stripe account, with V1CE taking 0% of the transaction. Path: app.v1ce.co/digital-products.

Wallet pass

Save your V1CE page to Apple Wallet or Google Wallet. Share your details by showing the QR code from your phone, even without your physical card. Path: app.v1ce.co/wallet-pass.

Email signature

Build an email signature with your photo, contact details, booking button, and V1CE page link. Copy it and paste it into Gmail, Outlook, or Apple Mail. Free on V1CE ClientCapture OS. Path: app.v1ce.co/email-signatures.

QR codes

Generate QR codes for any of your V1CE pages, with custom branding. Use these on business cards, posters, table tents, or anywhere you need a scannable link. Path: app.v1ce.co/qr-codes.

If you are on the legacy V1CE Plus, Pro, or Teams software

If you are on the legacy V1CE software, the labels are different. The closest matches:

Digital Cards / Profiles on the legacy dashboard corresponds to Pages on V1CE ClientCapture OS

Devices on legacy corresponds to where you manage your physical V1CE cards on V1CE ClientCapture OS

Contacts on legacy corresponds to CRM on V1CE ClientCapture OS

Flows on legacy corresponds to Smart follow-ups on V1CE ClientCapture OS

Broadcasts on legacy corresponds to Check-ins on V1CE ClientCapture OS

Track on legacy corresponds to Insights on V1CE ClientCapture OS

Storefront on legacy corresponds to Services on V1CE ClientCapture OS

The features have evolved between platforms. If you can't find something on the legacy dashboard, contact V1CE support and the team will help.

Quick tips

• Changes to your V1CE page go live the moment you save. There is no delay or publishing step

• Bookmark app.v1ce.co for quick access

• If you are missing a section in your sidebar, your plan may not include it. Check Settings, Manage Subscriptions to see what you are on

Still need help? Start a chat with our team and we'll sort it out.

Did this answer your question?