Getting Started with TapCard

This guide gets your TapCard loyalty program ready to use. Follow the steps in order.

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 the locations where customers earn stamps. Add at least one before you create a card.

1. 1
   Open Branches

   In the dashboard menu, click Branches.

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 it's called a card template.

1. 1
   Open Card templates

   In the dashboard menu, click 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.

5. 5
   Click Create template

Public Signup lets customers find your card on your signup page and add it themselves. You set it while creating the card.

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

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.

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, click QR stands.

2. 2
   Choose a format

   Counter card, Table tent, Window cling or Poster.

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. Print on white or light card, and don't trim the white border around the code.

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, click 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

   In the Scanner App, staff use their email and 6-digit PIN. 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.

Tick these off as you go. Your progress is saved on this device.