In this article, you’ll learn how to onboard your team members and set up their OneTapConnect cards.
The recommended way to onboard and set up your team members OneTapConnect cards is through the physical package you received (or will received) which include the smart cards and other purchased smart accessories.
Here’s how to proceed:
- Hand one package to each person. Note that you can track which package you gave to who by writing down the code in the back of the executive package (under the QR code)
- Ask them to either open the smart card using the NFC sensor or scanning the QR code. A page will appear saying “Awaiting your information”.
- Each person need to submit the form providing their business contact information and a clean profile picture (portrait).
- When received, our team will review and activate the person card within 1 to 2 business days.
An email with the link to the card as well as our basic training video will be sent confirming they can now start using it.
NOTE: It is very important for your team member to watch the OneTapConnect training video as it will teach them how to use the tools and implement in into your sales process.