# 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. 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. Project leader that can determine Go Live dates, secure employee resources for various tasks. 2. Testing or Quality Assurance resources. 3. Training and Marketing resource(s). ### General Project Overview * * * Here’s a high-level process overview of the launch project. We’ll break down your tasks in detail later. * Step One **NCR** builds app with Tap to Pay Step Two **NCR** pushes app to your App Store Connect account Step Three **FI** tests new app and Tap to Pay feature Step Four **NCR** submits app to App Store for approval Step Five **NCR** publishes app to App Store on Launch date * ### FI Project Checklist Overview ### in Timeline Order * * * ##### [Download Checklist Doc](https://learn.autobooks.co/hubfs/Tap-to-Pay_FI-Instructions-NCR.pdf?hsLang=en-us) Task Task Owner Dependencies/Notes ###### 1. **Sign NCR Tap to Pay agreement provided by your NCR Sales Engineer; schedule project kickoff with NCR.** Key Stakeholder ###### 2. **Request Proximity Reader Entitlement from Apple** FI Apple Account Holder **[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-ncr#step-2)** ###### 3. **Confirm Tap to Pay Launch Date** Project Leader **[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-ncr#step-3)** ###### 4. **Schedule employees to watch Tap to Pay Webinar; create marketing strategy/plan** FI Training and Marketing Resource **[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-ncr#step-4)** ###### 5. **Test Tap to Pay within mobile app in Test Flight** Testing/QA **[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-ncr#step-5)** ###### 6. **Confirm final go live date** Project Leader ###### 7. **FI grants approval for Mobile Banking app provider to submit App with Tap to Pay to App Store** Project Leader **[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-ncr#step-7)** ###### 8. **Publish approved app to the App Store on agreed Launch Date** Project Leader **[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-ncr#step-8)** ### Additional Step Details and Links * * * ##### 2\. **Request Proximity Reader Entitlement from Apple** **Task owner:** FI Apple Account Holder * * * Tap to Pay requires your financial institution to seek permission from Apple to access an Apple device's proximity reader (the technology within a device that can read chip-enabled and Apple Wallet devices for payments). [Download a PDF of how to request entitlements here.](https://learn.autobooks.co/hubfs/Training/Tap%20to%20Pay%20Requesting%20Entitlements.pdf?hsLang=en-us) To request entitlements: 1. Log into [developer.apple.com](https://developer.apple.com/) with the Apple ID used to create your developer account with Apple (that's important). 2. Make sure the membership details of your financial institution are up to date within the account (Address, DUNS, etc.). For the website field, enter your public-facing website URL. 3. Go to [https://developer.apple.com/contact/request/tap-to-pay-on-iphone/.](https://developer.apple.com/contact/request/tap-to-pay-on-iphone/) 4. Complete the form with "Autobooks+NCR" as the PSP. Complete the other form fields as follows: 1. None 2. None 3. Employees within my organization 4. United States 5. Submit 5. Notify Autobooks when the form is submitted. We will inform Apple to expedite the approval. Note: please wait 24 hours for Apple's response before escalating any concerns to implementations@autobooks.co. ##### 3\. Confirm Tap to Pay Launch Timeline **Task owner:** Project Leader * * * 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. Project leader that can determine Go Live dates, secure employee resources for various tasks. 2. Testing or Quality Assurance resources. 3. Your resource that manages publishing of online banking apps to the App Store. 4. Training and Marketing resource(s). ##### 4\. Schedule employees to view Tap to Pay webinar; Create marketing strategy/plan (Recommended, not Required) **Task owner:** FI Training and Marketing Resource * * * ###### **Training:** Autobooks provides two options for training your staff on Tap to Pay. 1. Autobooks provides video training on demand! View our Tap to Pay training webinar [here](https://learn.autobooks.co/training/autobooks-basics?hsCtaTracking=337c1236-f076-45c5-897c-2a745ba076d8%7C6dc96164-3097-4927-8a06-8873cf253cf3&hsLang=en-us). 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). Training questions can be directed to Autobooks at [Training@autobooks.co](mailto:Training@autobooks.co) ###### **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). ##### 5\. Test Tap to Pay within mobile app in Test Flight **Task owner:** Testing/QA * * * In order for your testing team to interact with your updated mobile app in Test Flight: 1. Your mobile banking provider will submit the updated app with Tap to Pay on iPhone included to TestFlight, then notify you when testing may start. 2. Your NCR Project Manager will provide a testing guide checklist. You may find the [Tap to Pay Support Center articles](https://urldefense.com/v3/__https:/help.autobooks.co/knowledge/tap-to-pay-on-iphone__;!!In4Qlw!rN3hlLVp08MGBqBLyJh9qJO__0qQI5wde_O5eLuoVNhTHSomy2ouv8Akj-HrfhO5Pfm9yKV4u6EehJ-225sr$) helpful while troubleshooting. ##### 7\. FI grants approval for NCR to submit App with Tap to Pay to App Store **Task owner:** Project Leader * * * Once testing is complete, indicate to both NCR and Autobooks that the mobile app may be submitted to the App Store for final approval. Please send approval to Autobooks via [implementations@autobooks.co](mailto:implementations@autobooks.co) ##### 8\. Publish approved app to the App Store on agreed Launch Date **Task owner:** Project Leader * * * The last (and most important step) is for your mobile app to be published within the App Store: 1. Apple will approve the mobile app submission from your mobile banking app provider. 2. Your mobile banking app provider will notify you (and Autobooks) that your mobile app is ready to be published to the App Store. Your NCR Project Manager will perform the final step to publish the app. 3. Your NCR Project Manager will notify Autobooks that your app has been published. Once published, we ask that you also confirm your final publish date with Autobooks. #### Questions? [implementations@autobooks.co](mailto:implementations@autobooks.co)