How Do I Order Employee Benefits Cards From My Business Portal? (1-10 cards)
If you have a CleverCards Business Account, you can order Employee Benefit Cards directly through your portal. To place a small order (1-10 cards), follow these steps:
- Go to the CleverCards Business Portal
- Log in using your email address and secure password
- On the left screen menu, navigate to the Employee Benefit Dashboard
- Click "Create Order" on the top right side of the screen
- Input your order details and click "Next"
- In the next screen, select "Individual Cards" for ordering 1-10 cards and click "Next"
- Choose the amount of cards and the value for the cards. You can use the same value for all the cards, or different values for different cards by clicking "Add cards with different value". Once you have entered the amount of cards and the value for each, click "Next"
- 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"
- Now it's time to enter the recipients details and then click "Continue to Payment" button at the top
- Select how you want to pay for your order:
- "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
- "Card Payment: Your cards can be sent immediately
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