Who this article is for: CleverCards Cardholders, both Employee Benefit Card and Business Card holders, who have been issued a new CleverCard by their employer and are setting it up for the first time.
What is a CleverCard, and who sent it?
Your CleverCard is a digital payment card. It is issued by your employer but runs on the CleverCards platform, so the email may come from a sender you do not recognise even though your employer arranged it. If you are not expecting a card, check with your manager or HR team first.
Step 1: You receive your CleverCards activation email
Once your employer sends your card, you will receive an email within a few minutes from support@clevercards.com. This email contains your CleverCard token. If the email does not arrive quickly, check your spam or junk folder first, as that is the most common reason it gets missed.
A token is simply your CleverCard before it has been activated. It arrives as a secure link in your email, and once you activate it, it becomes your digital card.
Step 2: Activate your CleverCard
- Open your CleverCards email and click View my Card
- Enter your phone number and details when prompted, which confirms it is you
- You may be asked to confirm your identity before your card is issued
Most cards are issued and activated instantly. A small number may need a manual check first.
Activating your CleverCard is a Cardholder step only. It is separate from any Business Portal account your employer's administrator manages, so it does not affect or require anything on their side.
Step 3: Download the CleverCards App to view, manage and pay with your card
The CleverCards App is a dedicated app, separate from your phone's built-in wallet.
Once your card is active, download the app to view your card details, balance and transaction history.
When you log in for the first time, you will be asked to create a 4-digit PIN. Your phone number and this PIN are your login credentials from then on.
Step 4: Add your CleverCard to your mobile wallet
Adding your CleverCard to your mobile wallet lets you make contactless payments in store. Do this from inside the CleverCards App, not from your phone's wallet app:
- Log into the CleverCards App
- Tap the card you want to add
- Tap the Add to Apple Wallet or Add to Google Pay button beneath your card
- Follow the on-screen instructions to finish adding your card
Step 5: Set your CleverCard as your default card (optional)
Setting your CleverCard as the default card means it is used automatically for contactless payments. You may be offered this option while adding the card to your wallet. If you skip it, you can set it later:
iPhone
- Open Settings
- Choose Wallet & Apple Pay
- Scroll to Default Card, under Transaction Defaults
- Select your CleverCard
Android
- Open Google Wallet
- Find your CleverCard
- Tap Details
- Set as default
Tip: If an in-store payment came out of a different card, your CleverCard is probably not set as your default. Follow the steps above to change it.
What's next
Open the CleverCards App at any time to see your card details, balance and transaction history.
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