Getting Started with TapCard

Go from your first login to your first rewarded customer, one step at a time.

6 min read 11 steps

Set up your dashboard, create your card and put your QR code on display.

Add your staff, connect the scanner and start rewarding customers.

Merchant setup

1Welcome

This guide gets your TapCard loyalty program ready to use. Work through the steps in order - each one builds on the last.

Before you start

The TapCard team creates your merchant account and sends you your login details. Haven't received them? Contact support.

1
Open the Merchant Dashboard
Go to app.tapcard.pk.
2
Sign in
Use the login details the TapCard team sent you. You can change your password later in Settings.

Branches are your shops or outlets where customers earn stamps. Add at least one before you create a card.

1
Open Branches
In the dashboard menu, select Branches. On a phone, tap ☰ at the top right to open the menu.
2
Enter the branch details
Under Add a branch, type a Name and fill in Latitude and Longitude - or click Use my location if you're at the branch.
3
Add lock-screen text (optional)
A short message shown to customers near your branch. Apple Wallet only.
4
Click Add branch
It appears under Existing branches.

Note

How many branches you can add depends on your plan. To edit or remove a branch later, see Your Branches.

Your card is what customers save to their phone and collect stamps on. In the dashboard, cards are called card templates.

1
Open Card templates
In the dashboard menu , select Card templates.
2
Start a new card
Click New template or the Create a card tile. Prefer a guided setup? Try Card builder (beta) instead.
3
Choose Stamp card
Customers collect stamps and earn a reward when they reach the target. Click Next.
4
Work through the remaining steps
Fill in each step and click Next. The Live preview shows how your card will look. Stuck on a step? See Create a Card.
5
Click Create template

Important

Before you name your card, read Card basics. Your Program Name is hard to change later.

Your signup page is where customers find your card and add it themselves. You choose whether each card appears there while you create it.

To change this later, see Sign-up.

This puts your card in Google Wallet so customers can save it. Do these steps in order.

1
Open your card
In Card templates, click Edit on your new card. It shows a Not live badge.
2
Click Activate on Google Wallet
3
Click Sync from Google
The badge changes to Live.

Editing your card later? See Manage Your Cards.

Staff setup

Give everyone who scans cards their own login, so every stamp and reward is recorded against them.

1
Open Staff
In the dashboard menu, select Staff.
2
Enter their details
Under Add a staff member, fill in Name, Email and a 6-digit PIN.
3
Choose a branch and role
Cashier can scan, stamp and redeem. Manager can also view customers. Owner can also manage staff.
4
Click Add staff member

Note

The settings at the top of the Staff page apply to all staff. Check them before anyone starts scanning - see Staff settings.

The scanner needs an API key from the TapCard team before it can be used. Don't have one? Contact support.

1
Open the Scanner App
On the device your staff will scan with, go to scanner.tapcard.pk/setup.
2
Enter your API key
Leave API URL as it is and paste your key (it starts with tc_live_) into Scanner API key.
3
Click Connect

Important

Keep your API key private.

1
Staff sign in
On Staff sign in, staff enter their email or phone and 6-digit PIN, then tap Continue. On a new device they may also need a one-time code sent to their email.
2
Scan the customer's card
The customer opens their card in their wallet and staff scan the code. The customer earns a stamp.