Step-by-step

User guides.From sign‑up to invoices.

9 short guides for setting up and running your profiles. Mark each one done as you go; your progress is saved in this browser.

0 of 9 guides done

Guides describe A2Z as it's being built. Screens and labels may change slightly at launch.

Guide 1 of 9

Create your account

EveryoneFreeAbout 2 min

Sign up once. The same account holds your personal profile and any business you run.

  1. 1

    Open the sign-up page

    Choose Register free at the top of any page.

  2. 2

    Choose Individual or Business

    Pick the one you're setting up first. You can add the other later.

  3. 3

    Enter your details

    Full name, email, mobile number with country code, and a password of at least 8 characters with a letter and a number.

  4. 4

    Accept the terms

    Read and accept the Terms & Conditions and Privacy Policy. Product updates are optional.

  5. 5

    Verify your email

    Enter the 6-digit code we send to your email. Check spam if it doesn't arrive; you can resend after 30 seconds.

Tip Use an email you check often. Reminders and receipts go there.

Create an account

Guide 2 of 9

Build your personal profile

IndividualsFreeAbout 6 min

A guided form with eight sections and a live preview. Only identity and contact are required.

  1. 1

    Add your identity

    Name, photo and a one-line headline such as 'Interior designer · Pune'.

  2. 2

    Add contact details

    Mobile, WhatsApp and email. Set each one to Public, Private or Approved contacts.

  3. 3

    Add your work and links

    Profession, skills, portfolio and social links, in the order you want them shown.

  4. 4

    Choose your link

    Pick a2zqrcard.com/p/yourname. It's permanent, so choose something you'll keep.

  5. 5

    Preview and publish

    Check what's public and what's private on the summary, confirm, and publish.

Tip Skip anything optional. You can come back to it from your dashboard.

Guide 3 of 9

Set up a business profile

BusinessesBusiness ProAbout 10 min

Ten sections, four of them required: company identity, office and contact, owners and team, and publishing.

  1. 1

    Choose your business type

    Sole proprietor, partnership, LLP, company, non-profit or not yet registered. This decides which IDs you're asked for.

  2. 2

    Add identity and contact

    Display name, logo, category, hours, address and business phone. Choose whether the address shows in full, as city only or not at all.

  3. 3

    Add registration IDs that apply

    GSTIN, CIN, LLPIN, PAN, Udyam or IEC, each with its own visibility, or mark 'Not applicable'.

  4. 4

    Add products, services and payments

    Your catalogue with prices or 'price on request', and your UPI ID or payment QR.

  5. 5

    Confirm and publish

    Confirm you're authorised to publish for the business, pick your plan and publish at a2zqrcard.com/b/yourbusiness.

Tip Not registered yet? Choose 'Other or not yet registered' and add IDs later.

Guide 4 of 9

Control what a scan shows

EveryoneFreeAbout 3 min

Every field has its own visibility, and you can pause the whole profile.

  1. 1

    Open your profile editor

    Each field shows its current setting next to it.

  2. 2

    Set each field

    Public shows it to anyone who scans. Private keeps it in your dashboard. Approved contacts shows it only to people you approve.

  3. 3

    Check the preview

    The preview shows exactly what a visitor sees.

  4. 4

    Pause if you need a break

    Turn on Pause profile. A scan shows a short 'not sharing right now' message, and the QR stays the same.

Tip Your vault, SOS contacts and bank account numbers are never shown on a scan, whatever the settings.

Guide 5 of 9

Add payment QR codes

EveryonePersonal Pro / Business ProAbout 3 min

Let people pay you in their own UPI or banking app.

  1. 1

    Open Payments

    In your profile editor, choose Payments and Add method.

  2. 2

    Upload your QR or add your UPI ID

    Use the QR from Google Pay, PhonePe, Paytm, BHIM UPI or your bank, or type your UPI ID so payers can copy it.

  3. 3

    Add instructions

    For example, 'Add your order number in the remarks'.

  4. 4

    Set visibility

    Make the method Public to show it on your profile. Businesses can add a QR per branch.

Tip A2Z never handles the money. Check your payment app for received payments.

Guide 6 of 9

Download and share your QR

EveryoneFreeAbout 2 min

Your QR holds your profile link, so print it once and use it everywhere.

  1. 1

    Open QR codes in your dashboard

    Your permanent code and link are shown at the top.

  2. 2

    Download the code

    Save it as an image for printing, your website or your phone's lock screen.

  3. 3

    Share your link

    Copy a2zqrcard.com/p/… or /b/… for WhatsApp, email signatures and social bios.

  4. 4

    Test it

    Scan with your phone camera to check it opens your profile.

Tip Print at least 2 cm wide with a white border around the code so it scans reliably.

How the QR works

Guide 7 of 9

Use the document vault

EveryonePersonal Pro / Business ProAbout 4 min

Keep important documents private and get reminded before they expire.

  1. 1

    Upload a document

    Choose Add document, pick the file and give it a name you'd search for.

  2. 2

    Add a category and expiry date

    For example Travel and the passport's expiry date.

  3. 3

    Choose a reminder

    7, 30, 60 or 90 days before it expires.

  4. 4

    Decide on requests

    Leave it Only you, or allow visitors to request it. You approve every request.

Tip Uploading ID documents is optional. Many people keep only licences, policies and certificates.

About the vault

Guide 8 of 9

Manage leads and send GST invoices

BusinessesBusiness ProAbout 5 min

Enquiries from your profile arrive as leads you can follow up and invoice.

  1. 1

    Open Leads

    New enquiries show their source: profile form, product enquiry, WhatsApp, QR scan or added by you.

  2. 2

    Update the stage

    Move a lead through New, Contacted, Quoted and Won, and set a follow-up date.

  3. 3

    Create an invoice

    Add items, quantities and any discount. Choose the GST rate and same state or other state.

  4. 4

    Send and track it

    Send as PDF by email or WhatsApp, then mark it paid when the money arrives.

Tip Add your GSTIN with 'On invoices' visibility so it prints on every invoice.

Guide 9 of 9

Add staff and branches

BusinessesBusiness TeamAbout 5 min

Give each location and each person what they need, and nothing more.

  1. 1

    Add a branch

    Name, address, hours, phone, manager and its own payment QR. Choose whether it's listed publicly.

  2. 2

    Invite a team member

    Enter their work email and choose a role: Owner, Manager or Staff.

  3. 3

    Set what they can do

    For example, staff see only their own leads; managers can open chosen vault files.

  4. 4

    Review access

    The audit log shows who changed what, and when.

Tip Remove access straight away when someone leaves. Their changes stay in the audit log.

Ready to start?

Guide 1 takes about two minutes.

Log in to your account

One sign-in for your personal profile and any business you belong to.

New to A2Z QR Card? Create a free account