(OPTIONAL) EYEBROW TEXT

H2 Headline for title on two lines of text

(Optional) H5 subhead text

(Optional) Paragraph copy: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Pellentesque porta rhoncus dapibus. Duis molestie neque porta, convallis diam vitae, mollis quam. Nulla et rutrum eros. Sed mi metus, volutpat sed leo et, pellentesque venenatis tellus. Phasellus in imperdiet felis.

tech-Mar-22-2022-10-05-21-15-PM
Tap to Pay on iPhone + Autobooks

Step-by-step instructions to Launch
Tap to Pay on iPhone

Enhance your Autobooks product suite with this dynamic add-on module. Here, you'll discover a comprehensive guide detailing the essential tasks tailored for financial institutions like yours. Follow these instructions to enable the Tap to Pay feature for your small business customers/members.

Resources you’ll need
To launch Tap to Pay on iPhone, you’ll need certain resources aligned internally to complete the full set of tasks. Make sure to secure at a minimum:

  1. Your CSI Relationship Manager is working closely with the Autobooks team to determine the timing to make this feature available for your Financial Institution.
  2. Training Resources
  3. Marketing Assets and Resources

FI Project Checklist Overview
in Timeline Order

Download Checklist Doc

Task

Task Owner

Dependencies/Notes

1.

Confirm launch timeline with CSI

Project Leader

2.

Schedule employees to view Tap to Pay Webinar

FI Training and Marketing Resource

3.

Create marketing strategy/plan

FI Training and Marketing Resource

Additional Step Details and Links

2. Schedule employees for Tap to Pay webinar
(Recommended, not Required)

Task owner: FI Training Resource

Training:

Autobooks provides two options for training your staff on Tap to Pay

  1. Autobooks provides on-demand video for Tap to Pay training.  Click here to view our webinar.

  2. Train the team yourself using our Tap to Pay training kit supplement.

3. Create marketing strategy/plan
(Recommended, not Required)

Task owner: FI Marketing Resource

Marketing:

Autobooks provides all the marketing assets you’ll need to promote Tap to Pay to your customer base. Review our marketing assets here.