How Do I Order Employee Benefits Card From My Business Portal? (Small Order)

If you already have a CleverCards Business Account, you can order Employee Benefit Cards directly from your portal. To place a small order (1-10 cards), follow these steps:

  1. Go to your Business Portal
  2. On the left screen menu, click in "Employee Benefits" and then "Draft Orders"
  3. Click the "Create Order" button on the top right side of the screen
  4. Input your order details and click "Next"
  5. In the next screen, select "Individual Cards" for ordering 1-10 cards and click "Next"
  6. Choose the amount of cards and the value for the cards. You can use the same value for all the cards, or different value for different cards clicking "Add cards with different value". Once you have entered the amount of cards and the value for each, click "Next"
  7. In the next step, you can personalise the email your employees will receive with their CleverCard. You can edit the "Subject Line" or the "Email Header" (preview option available). Once you have decided this, click "Create"
  8. Now it's time to enter the recipients details and then click "Continue to Payment" button at the top
  9. Select how you want to pay for your order:
    1. "Bank Transfer": Order will be showing as "Pending" until the payment is confirmed by our finance team. You'll be able to send the cards after
    2. "Card Payment: Your order will be placed immediately.
  10. If you paid by "Card Payment", you will see a pop up message saying "Payment Received" and the status of your order will show as "Ready to Send"
  11. Click the button "Send Cards", which is next to "Customise Email"
  12. Select "Send Now" to send the CleverCards instantly to your employees
  13. Your order will show now in "Completed Orders" at the menu on the left side of the screen

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