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Tap to Pay on iPhone + Autobooks

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

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##### **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

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###### 1.

**Confirm launch timeline with CSI**

Project Leader

###### 2.

**Schedule employees to view Tap to Pay Webinar**

FI Training and Marketing Resource

**[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-csi#step-2)**

###### 3.

**Create marketing strategy/plan**

FI Training and Marketing Resource

**[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-csi#step-3)**

### Additional Step Details and Links

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

**Task owner:** FI Training Resource

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###### **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](https://learn.autobooks.co/training/autobooks-basics?hsCtaTracking=337c1236-f076-45c5-897c-2a745ba076d8%7C6dc96164-3097-4927-8a06-8873cf253cf3&hsLang=en-us) to view our webinar.

2. Train the team yourself using our [Tap to Pay training kit supplement](https://learn.autobooks.co/hubfs/Tap-to-Pay_Training-Supplement.zip?hsLang=en-us).

##### 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](/content/resources/tap-to-pay-on-iphone-marketing-kit?hsLang=en-us/index.html).

#### Questions?

[implementations@autobooks.co](mailto:implementations@autobooks.co)