Merchant Get Started Guide

Merchant Get Started Guide
10 Steps
Set up your merchant, launch Core TAP in under 10 minutes
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Step 1: Log in/Create to your personal TAP account & Navigate to the Merchant Section
Every merchant account in TAP is tied to a personal TAP account.
Action: Log In/Sign Up
Open the TAP app
Log in to your personal account 
If you don't have a personal account download the app and sign up (it takes 2 minutes). 
Download TAP for IOS or Android
Open the TAP app and hit Sign Up.
Enter the information requested.
Follow the prompts to finish creating your account.
Why it matters
Your personal account is how you access and manage your merchant inside TAP.
Go to the merchant section
Action: Launch Merchant Account
Click Account button located in the lower right-hand corner of the bottom menu.
1.Click Merchant
2.Click Create a merchant from the plus button located on the top right of the screen
3.Why it matters
This is where you turn TAP from a personal app into a business growth tool.
Step 2: Create your merchant profile
Action
Enter your business details, including:
name
e-mail
number
description
address
website
business hours
categories (need at least one)
logo and/or business image
Double-check to make sure your information is correct and click Create.
Why it matters
A complete profile makes customers more likely to trust your business and engage with it in TAP.
Business benefit
A stronger profile improves discoverability and makes it easier for customers to:
Check in
Leave reviews
Refer friends
Join your TAP customer base
Launch Core TAP
Step 3: Understand what Core TAP does for your business
Core TAP is the non-payment side of TAP. It is available by default and is the easiest place to start.
Core TAP includes
check-ins
referrals
public reviews in TAP
Why it matters
Core TAP helps you make more money by helping you:
increase repeat visits
bring in referred customers
build trust through reviews
grow a larger base of past customers you can re-engage later through TAP
Important: Every time a customer interacts with your business through TAP, they become part of your growing pool of past customers inside TAP. That is valuable because those are customers you can later re-engage through TAP merchant tools.
Key point
Core TAP is:
fast to launch
easy for staff to explain
easy for customers to use
a low-friction way to drive repeat business
Important
Core TAP features are available by default.
If you want anything adjusted or turned off, request changes through the website or by emailing TAP operations at team@gettaprewards.com.
Step 4: Launch check-ins
Check-ins are one of the fastest ways to start building repeat behavior.
Action
You can find your Check-in QR Code inside your TAP application under your merchant — hit "Generate Loyalty QR Code" 
Please note this QR code doesn't change, so feel free to print it as many times as you want and post everywhere.
Make sure your Check-In QR is displayed clearly
Place it where customers naturally pause: entrance, counter, host stand, reception
Add a sign: "Check in with TAP and earn points" — TAP will provide templates or you can design your own!
Staff script: Check in with TAP and earn points.
Why it matters
Check-ins help turn anonymous visits into measurable customer engagement.
Business benefit
Check-ins help you:
build a larger past-customer base
increase repeat visit potential
make future re-engagement possible
create a stronger repeat customer loop
Step 5: Use referrals to bring in new customers
Referrals help current customers bring new customers to your business.
Action
Let customers know referrals are available
Encourage them to invite a friend
Use a simple message: Invite a friend. When they visit, you both earn points for rewards.
Staff script: Invite a friend next time — when they visit, you both can earn points for rewards in TAP.
Why it matters
Referrals help you grow through trusted word of mouth.
Business benefit
Referrals can help you:
bring in new customers
increase visit volume
lower reliance on paid marketing
grow your customer base through real relationships
Important: Referral behavior is supported by default. If you want anything adjusted or turned off, request changes through the website or by emailing TAP operations at team@gettaprewards.com.
Step 6: Use reviews to build trust and increase conversion
In Core TAP, reviews are public reviews inside the TAP app.
Action
Encourage happy customers to leave a review in TAP.
Suggested customer prompt: Had a great visit? Leave a review in TAP and earn points for rewards.
Staff script: If you enjoyed it, you can leave a review in TAP.
Why it matters
Reviews increase trust and help future customers feel more confident choosing your business.
Business benefit
Reviews can help:
Improve conversion
Strengthen reputation
Increase first-time visits
Reinforce repeat confidence
Important: Reviews are supported by default. If you want changes you can make request through the website or by emailing TAP operations at team@gettaprewards.com.
Step 7: Let TAP operations handle the heavy lifting
You do not need to manually configure everything yourself.
What this means
Core TAP features are available by default, and TAP operations supports the setup and adjustments.
If you want changes
Request them through:
the TAP website, or
email team@gettaprewards.com
Why it matters
TAP is designed to feel easy.
Business benefit
You get the upside of a repeat-customer system without needing to manage a complicated loyalty platform yourself.
Step 8: Brief your staff
Staff does not need to know everything. They only need a few simple lines.
Check-in script
Check in with TAP and earn points
Referral script
Refer a friend next time — when they visit, you both can earn points for rewards in TAP
Review script
Had a great visit? Leave a review in TAP
Why it matters
When staff mentions TAP, customers are much more likely to use it.
Business benefit
A simple staff prompt can lead to:
a check-in
a referral
a review
and a larger customer base you can later bring back through TAP
Step 9: Launch Core TAP properly in Week 1
Do not just go live and wait.
Action plan for week 1
place your QR at the counter and/or entrance
brief staff
ask 10 regulars to try TAP
encourage simple check-ins
mention referrals and reviews naturally
Why it matters
Early momentum matters.
Business benefit
The faster customers start using TAP, the faster you start building:
repeat visit potential
referral activity
review volume
your pool of re-engageable past customers
Step 10: Watch the right early signals
Action
In your first week, pay attention to:
check-ins
referrals
reviews
overall customer interaction volume
TAP will send you a report on interactions.
Why it matters
These are your first signs that TAP is becoming part of your customer flow.
Business benefit
More activity means:
Stronger repeat-customer potential
More acquisition through referrals
Stronger public trust
A bigger base of customers you can reach again later

Once core TAP is working well for you, add TAP Pay and watch the results get supercharged. 