How to Scan Business Cards and Set Google Calendar Follow-up Reminders (iPhone)

Written by Michael Tauscher on . Posted in Blog, Calendar & Scheduling, Google, Productivity, Workflow

By using the ScanBizCards Lite (read: free) app available for iPhone and Android, you can easily set up automatic reminders so you never forget to follow up on newly made connections. Here we’ll present a full walkthrough for the iPhone though the same app is available for Android and thus this process can probably be completed in a very similar fashion on any Android device.

1. Adding your Gmail account as an Exchange account
(note: also see this Google tutorial for more info)

To accomplish this you’ll want to navigate to Settings > Mail, Contacts, Calendar > Add Account… > Exchange


Once you’re prompted to enter your account information, put your full Gmail address as both Email and Username e.g. info@financealpha.com as well your password in the password field

Next you’ll be prompted to input a server, here you’ll want to enter m.google.com


Don’t worry about the Domain field, you can leave that empty

2. Configuring your Gmail Exchange account for calendar sync

Once your Gmail account has been successfully added as an Exchange account, navigate to Settings > Mail, Contacts, Calendar > Fetch New Data > Advanced > Exchange (or whatever name you have for the account) > select ‘Push

Next, navigate to Settings > Mail, Contacts, Calendar > Default Calendar and change your default calendar to your Gmail Exchange account e.g. info@financealpha.com


3. Download the ScanBizCards Lite app (free) 

An app store search for ‘ScanBizCards’ will easily find the app, available for both iPhone and Android


4. Scan a business card using the ScanBizCards app

Open the app and select ‘Camera’ to scan using the iPhone’s built-in camera. Try to center the image and make sure that there are no shadows across the face of the business card if possible.

Once the scan is complete, you will have the option to manually fix any mistakes that the scanner might have made. Once all mistakes have been corrected, select ‘Add to Address Book’ then ‘Done’.

You will then be prompted with a number of options, select ‘Add Follow-Up Reminder’. Here you can set when and how you would like to be reminded to follow up with your new contact. When you have finished setting your reminder, select ‘Done’.

5. Calendar sync complete!

Your follow-up event will now be visible on both your iOS calendar and Gmail calendar (remember: only the calendar set as default will display the event). Changes made within either calendar will now be reflected in the other.

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