To add the shortcut for your digital business card link to your iPhone home screen

⚠️ Important

You must use Safari (icon representing a blue and white compass).

This does not work with :

• Google Chrome (red, yellow, green and blue round icon)
• A browser opened from Facebook, Gmail, WhatsApp, etc.

⸻

🔄 Preliminary checks (recommended)

Before creating the shortcut, we're going to check that your iPhone is up to date and ready to work properly. 1 Open Settings (grey icon with gears). 2. tap General. 3. tap on Software Update and check that iOS is up to date.

It's also a good idea to have a recent iCloud backup.

⸻

1️⃣ Open your map in Safari

We're now going to open your map directly in Safari so that we can create the shortcut. 1 Open Safari (blue compass). 2. press the address bar (located at the top or bottom depending on your iOS configuration). 3. enter the full URL of your map (e.g. https://card.pm/nomdevotresociete/prenom.nom) or open the link you received by email or text message. 4. wait for the page to load completely.

⸻

2️⃣ Open the share menu

We're going to use Safari's sharing menu to add the map to the home screen.

1. press the Share button (icon representing a square with an upward arrow).

Depending on your configuration :

• If the Safari bar is at the bottom → icon at the bottom centre.
• If the bar is at the top → icon at the top right.

If you don't see the Safari bar, scroll up slightly.

⸻

3️⃣ Add map to home screen

In this step, we're going to create the shortcut that will appear as an application on your iPhone.

1. A panel will open from the bottom of the screen.

2. scroll vertically upwards
3. look for the "On home screen" option

(icon representing a small screen with a + symbol). 4. press it.

⚠️ Important (older iPhone models) On some older iPhones (e.g. iPhone 11, iPhone 12 or equivalent models), the Share button may not be directly visible.

In this case:

1. press the round button with three small dots (...) located in the Safari bar.
2. a menu will open
3. press "Share" (square icon with upward arrow). 4 Then tap "On the home screen" (icon with the + symbol).

⸻

If the "On the home screen" option does not appear.

The option may not be activated in your menu. 1 Scroll to the bottom of the panel. 2. press "Modify actions". 3. search for "On the home screen". 4. press the green + button on the left 5. press OK at the top right.

The option will now be visible.

⸻

4️⃣ Confirm addition

We are now going to confirm the creation of the shortcut.

1. A new window will open. 2 Check the name displayed (you can personalise it here).

3. press "Add" (blue button at top right).

⸻

✅ Done

Your map now appears on your home screen, just like an application.

You can open it with a single click to share it instantly.

⸻

⚠️ Common mistakes to avoid

Here are the most common errors that prevent the shortcut from being created.

⸻

❌ Typing the address in Google instead of Safari

Do not type the URL into the Google search box.

👉 Always open Safari 👉 Paste the URL into the Safari address bar

⸻

❌ Open the link from Facebook, Gmail or WhatsApp

These applications often open an internal browser.

👉 Always choose "Open in Safari." 👉 Then repeat the procedure

⸻

❌ Be in private browsing

Private mode can prevent certain actions.

Check that Safari is not in "Private" mode.

⸻

❌ Page not fully loaded

Wait a few seconds until the card is fully displayed before opening the Share menu.

⸻

🎨 Customise the icon with your logo

If the icon created is generic, this means that the favicon is not configured.

⸻

🔎 What is a favicon?

The favicon is the small square image associated with your card.

It is used :

• In browser tabs
• In favourites
• For the shortcut icon on the home screen

This image becomes your mini logo.

⸻

✅ How to add your favicon 1 Log in to your CARD.PM interface. 2. go to YOUR IDENTITY 3 Then go to Images & logos in the template. 4. add your favicon.

⸻

📐 Recommended format

• Square image (ratio 1:1)
• Format : PNG
• Recommended size: 512 × 512 pixels
• Transparent background recommended
• Centred logo

⸻

After adding :

1. reload your card in Safari. 2 Delete the old shortcut.
2. recreate the shortcut.

⸻

📩 Need help?

In case of difficulty: support@card.pm

On iOS, shortcuts are created exclusively via Safari to ensure security and optimum integration with the system.

Detailed procedure with Safari

1. Open Safari (Apple's default browser)
2. Navigate to your business card by entering the URL
3. Press the share icon at the bottom of the screen
4. Scroll and select "On Home Screen".
5. Customise the name if required
6. Press "Add " at top right

Supported iOS versions

• iOS 14 and above:** Full PWA support
• iOS 12-13:** Basic functionality available
• iOS 11 and below:** Limited support

Differences with native applications

Web shortcuts on iOS :

• Open in full-screen mode with no address bar
• Keep data cached for offline access
• Support push notifications (iOS 16.4+)
• Integrate iOS multitasking
• Respect the system's dark/light mode

Optimisation for iOS

For a better experience :

• Adapted icons:** PNG format 180x180 pixels
• Colours:** Compatible with dark mode
• Loading:** Optimised for variable connections
• Touch:** Buttons adapted to iOS gestures

iOS advantage: Shortcuts created benefit from the Apple ecosystem and are synchronised via iCloud.

Advanced management

Additional features:

• Folders:** Organise your shortcuts by category
• Widgets:** Quick access from the home screen
• Spotlight:** Search by shortcut name
• Siri:** Open by voice

On the home screen" option does not appear

There may be several reasons why this option does not appear. This guide will help you to identify and solve the problem.

Most common causes

1. Browser not compatible

The option is only available in Safari :

• Chrome iOS: Does not support this feature
• Firefox iOS: Uses the Safari engine but without this option
• Edge iOS: Limited functionality

2. Option hidden in the menu

If you don't see it immediately :

1. Press the share icon
2. Scroll down the list
3. Search for "On Home Screen" or "Add to Home Screen".
4. If absent, press "Modify actions".
5. Activate the option by toggling the switch.

3. Company restrictions

On business devices:

• Check with your IT department
• MDM profiles may block this functionality
• Use a personal device if possible

Workarounds

Alternative method 1: Bookmark

1. Add the page to the Safari bookmarks
2. Go to Bookmarks
3. Press "Edit".
4. Create a new "Quick Access" folder
5. Place the bookmark in this folder

Alternative method 2: Siri shortcut

1. Open the "Shortcuts" app
2. Create a new shortcut
3. Add the "Open URL" action
4. Enter the URL of your card
5. Give it a name and add it to the home screen

Technical checks

iOS version

• Minimum iOS 11.3 required
• Update if necessary
• Restart after update

Compatible website

The site must have :

• A web app manifest
• A suitable icon
• HTTPS protocol
• A service worker (optional but recommended)

Important: If none of these solutions work, contact our support team with your iPhone model and iOS version.

Functional test

To check that everything is working :

1. First test with apple.com
2. If it works, the problem is with the
3. If it doesn't work, iOS configuration problem
4. Contact Apple support if necessary

Shortcut management and organisation on iOS

iOS offers powerful tools for organising and managing your web shortcuts professionally and efficiently.

Folder organisation

Create themed folders:

1. Hold down a shortcut until it moves
2. Drag it onto another similar shortcut
3. iOS automatically creates a folder
4. Name the folder (e.g. "Pro Cards", "Clients", "Team")
5. Add other shortcuts to the folder

Integration with the app library

On iOS 14+:

• Shortcuts appear in the library
• Automatic sorting by category
• Built-in Spotlight search
• Smart suggestions

Advanced customisation

Quick access widgets

Create custom widgets :

1. Press and hold on the home screen
2. Press the "+" in the top left-hand corner
3. Search for "Shortcuts".
4. Choose the widget size
5. Configure with your favourite shortcuts

Customise with the Shortcuts app

Advanced features :

• Custom icons:** Upload your own images
• Automatic actions:** Open + additional actions
• Siri integration:** Customised voice commands
• Sharing:** Export your shortcuts to other devices

iCloud synchronisation

Benefits of synchronisation :

• Shortcuts available on all your Apple devices
• Automatic backup
• Restore when you change devices
• Family sharing possible

Storage space management

Optimised :

• Shortcuts take up very little space
• Automatic cache for offline access
• Automatic clean-up of obsolete data
• Intelligent memory management

Security and confidentiality

Built-in protection :

• Isolation of data between shortcuts
• Respect for Safari privacy settings
• No access to data from other apps
• Encryption of synchronised data

Security: iOS web shortcuts benefit from the same protection as Safari.

Maintenance and cleaning

Best practice :

1. Review your shortcuts monthly
2. Delete unused shortcuts
3. Update URLs if necessary
4. Reorganise as your needs change

Routine troubleshooting

Common problems and solutions :

• Shortcut no longer opens:** Delete and recreate.
• Changing icon:** Cache problem, restart device
• Slow to open:** Check your internet connection
• Missing shortcut:** Check your app library

If you don't have the "Shortcuts" application on your iPhone, click here to download it from the App Store :

Open the application on your iPhone.

Click on the plus button + at the top right:

Then on "+ Add an action

In the "send a message" section, click on "+ Contact".

Complete the "Message" field with the message you wish to send to your contacts, not forgetting the link to your digital business card, but do not complete the "Recipients" field and do the following.

Give your "Business card" shortcut a name, for example

By clicking on the pictogram, you can change it and the colour of your shortcut using the "Colour" and "Glyph" tabs, then click "Ok".

Then click on "On home screen" to put the shortcut on your phone screen, then click on "Ok".

When you need to send your business card, all you have to do is click on the new shortcut, which will open the sms application on your iPhone with the pre-filled text.

All you have to do is enter the mobile number of the person you wish to contact in the "To" field and send the text message.

1. Click on the shortcut application on your iPhone

2. Click on "All shortcuts

3. Click + to create a new shortcut

4. Name your shortcut as you wish here "Business Card" then tick "In the share sheet" and "Display on the Apple Watch" then click OK to confirm.

5. Click on the + button to create the shortcut function

6. Select "Send a message

7. Personalise your message to be sent by sms including the link to your business card then click OK to confirm.

8. Once the shortcut has been created on your iPhone, go to your Apple Watch and click on the "Shortcut" button.

9. Select and click the shortcut for your digital business card

10. Click on "Add a contact

11. Choose how you want to enter your contact's number (by voice / from your phonebook / by manually entering the most frequently used number when you meet someone for the first time).

12. All you have to do is enter the number and click "Send" to send the text message to your correspondent

13. You now need to add the shortcut for your business card to the home screen of your Apple Watch so that you can launch it whenever you want by modifying one of the buttons on your Apple Watch and finding and integrating the shortcut for your card.