Getting Started with TapCard

This guide gets your TapCard loyalty program ready to use. Follow the steps in order, and click a step's number to tick it off as you go. Your progress is saved on this device.

1. 1
   Open the Merchant Dashboard

   Go to app.tapcard.pk.

2. 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. 1
   Open Branches

   In the dashboard menu, select Branches. On a phone, tap ☰ at the top right to open the menu.

2. 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. 3
   Add lock-screen text (optional)

   A short message shown to customers near your branch. Apple Wallet only.

4. 4
   Click Add branch

   It appears under Existing branches.

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

1. 1
   Open Card templates

   In the dashboard menu (☰ on a phone), select Card templates.

2. 2
   Start a new card

   Click New template or the Create a card tile. Prefer a guided setup? Try Card builder (beta) instead.

3. 3
   Choose Stamp card

   Customers collect stamps and earn a reward when they reach the target. Click Next.

4. 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. 5
   Click Create template

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

1. 1
   Go to the Sign-up step

   It's step 5 of 7 in New card template.

2. 2
   Keep Show on signup page ticked

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. 1
   Open your card

   In Card templates, click Edit on your new card. It shows a Not live badge.

2. 2
   Click Activate on Google Wallet
3. 3
   Click Sync from Google

   The badge changes to Live.

Editing your card later? See Manage Your Cards.

Customers join by scanning your QR code. TapCard turns it into a ready-to-print sign called a QR stand.

1. 1
   Open QR stands

   In the dashboard menu (☰ on a phone), select QR stands.

2. 2
   Choose a format

   Counter card (A5), Table tent, Window cling or Poster (A4).

3. 3
   Pick your branding and wording

   Choose a card under Use branding from, and edit the text if you like.

4. 4
   Download or print

   Click Download PNG or Print, then put it where customers can scan it. Printing tips: Get & Reward Customers.

See the signup page your customers use: Customer joins.

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

1. 1
   Open Staff

   In the dashboard menu (☰ on a phone), select Staff.

2. 2
   Enter their details

   Under Add a staff member, fill in Name, Email and a 6-digit PIN.

3. 3
   Choose a branch and role

   Cashier can scan, stamp and redeem. Manager can also view customers. Owner can also manage staff.

4. 4
   Click Add staff member

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

1. 1
   Open the Scanner App

   On the device your staff will scan with, go to scanner.tapcard.pk/setup.

2. 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. 3
   Click Connect

1. 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. 2
   Scan the customer's card

   The customer opens their card in their wallet and staff scan the code. The customer earns a stamp.

When a customer collects all their stamps, their reward is ready. Staff give it to them with the same scanning workflow.