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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. Your resource that manages publishing of online banking apps to the App Store.
4. 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

**Mobile Banking App provider** builds app with Tap to Pay

Step Two

**Mobile Banking App provider** pushes app to your App Store Connect account

Step Three

**FI** tests new app and Tap to Pay feature

Step Four

**Mobile Banking app provider** submits app to App Store for approval

Step Five

**FI** publishes app to App Store on Launch date

\*

### FI Project Checklist Overview

### in Timeline Order

* * *

###### [Download Checklist Doc](https://learn.autobooks.co/hubfs/Training/Tap-to-Pay_FI-Instructions.pdf?hsLang=en-us)

Task

Task Owner

Dependencies/Notes

###### 1.

**Sign Autobooks Tap to Pay agreement (if applicable) and request app from your Mobile Banking App provider**

Key Stakeholder

###### 2.

**Request Proximity Reader Entitlement from Apple**

FI IT Resource

**[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-q2#step-2)**

###### 3.

**Confirm Tap to Pay Launch Date**

Project Leader

**[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-q2#step-3)**

###### 4.

**Schedule employees to view our 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-q2#step-4)**

###### 5.

**Test Tap to Pay within mobile app in Test Flight (if applicable)**

Testing/QA

**[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-q2#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-q2#step-7)**

###### 8.

**Publish approved app to the App Store on agreed Launch Date**

FI IT Resource

**[More Details](https://learn.autobooks.co/tap-to-pay/resources/launch-instructions-q2#step-8)**

### Additional Step Details and Links

* * *

##### 2. **Request Proximity Reader Entitlement from Apple**

**Task owner:** FI IT Resource

* * *

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 instructions 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.).
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/ "https://developer.apple.com/contact/request/tap-to-pay-on-iphone/")
4. Complete the form with "Autobooks+Your Mobile Bank Provider" as the PSP. For example: "Autobooks+Q2"; "Autobooks+FIS; "Autobooks+CSI"; "Autobooks+Candescent". Complete the other form fields as follows:

- None
   - None
   - Answer according to your organization needs
   - Employees within my organization
   - "Autobooks+Your Mobile Bank Provider". For example: "Autobooks+Q2"; "Autobooks+FIS; "Autobooks+CSI"; "Autobooks+Candescent"
   - United States

- **Submit your Form**
- **Notify Autobooks when the form is submitted. We will inform Apple to expedite the approval.**

##### 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:

##### 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 on-demand video training. View our Tap to Pay training webinars [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).

###### **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 (if applicable)

**Task owner:** Testing/QA

* * *

In order for your testing team to interact with your updated mobile app in Test Flight:

1. Your online bank provider will submit the updated app with Tap to Pay on iPhone included to TestFlight, then notify you when testing may start..

2. Follow [Autobooks Test Guide](https://learn.autobooks.co/hubfs/Training/Autobooks%20Tap%20to%20Pay%20Testing%20Guide.pdf?hsLang=en-us) for details on how to test the app within TestFlight.

NOTE: _Please review the Autobooks Test Guide even if you’ve worked with TestFlight before._

##### 7. FI grants approval for Mobile Banking App Provider to submit App with Tap to Pay to App Store

**Task owner:** Project Leader

* * *

Once testing is complete, indicate to both your mobile banking app provider 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:** FI IT Resource

* * *

The last (and most important step) is for your team to publish your mobile app 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. You (or a resource on your team) will perform the final step to publish the app.

3. Notify Autobooks and your mobile banking app provider of your publish date. Once published, please confirm with Autobooks.

#### Questions?  
[implementations@autobooks.co](mailto:implementations@autobooks.co)