Step 01 - Overview, Getting Started & Set Up

Step 01
Overview, Getting Started & Set Up

Hello and thank you for partnering with iTapMenu!
Below are your first required steps to help you get started as well as brush up on exclusive features for our experienced users. Included are links to videos for each step on our YouTube channel.

Once you complete each step and watch the videos, you can then join the iTapMenu dealer family in Zoom meetings and webinars to learn from us on steps, tricks, and shortcuts to make your user experience the best it can be.

While working your way through these initial steps, please feel free to call us at 844-592-1254 for any help you may need.
Thanks again and welcome to iTapMenu!!

Before you begin, we strongly recommend a few things to make your user and customer experience optimal:

For your mobile presentation, an iPad Pro (larger screen) is HIGHLY RECOMMENDED.
You need a video camera to utilize FandEye™ which is the first live video feed built directly into an F&Ipresentation! We recommend this one as it can be used both for remote and in-person presentations. Why use a camera in-person? Because we include FandEye™ - Record, which is an optional feature to cloud record every presentation for training and compliance purposes:

Purchase a Camera

1. PASSWORD & WEBSITE

You should have already received an email to set up your password. Your login will be the email you received the invite in. Once you have set up your login, the system will automatically direct you to our operating website. It is different than our public website that advertises our system. For reference, the website is: fandeye.itapmenu.com
Once you’ve set up your password and logged in, proceed to SET UP to begin.

2. SET UP

In the lower-left corner, you should see your name. Hover your mouse over your name and this is where you can log out. You also should see an option to Manage Profile (click it now). Add your name and cell phone info, and save. Then click on the orange button Send Signature PAD SMS. You will receive a text. You can then sign your name on your phone and we will store it and place it on your contracts on the appropriate line.

Metrics __ This a place to run reports for your store. You can choose different dates and personnel that have access.
Resources __ Use this for any iTapMenu training needs.
Stripe™ __ This is one of our pay-per-use features. This feature allows you to collect any payments you wish from the customer directly from iTapMenu. There is a separate series of steps and videos here.
DocuSign™ __ This is one of our pay-per-use features. This feature allows you to send any quantity of documents you wish to the customer to have them DocuSign directly from iTapMenu.
FandEye™ - Record __ This allows you the option of recording every presentation, both in-store and remotely. We store the presentation in the cloud and you can access and download them at any time.
FandEye™ - Web __ This allows you to integrate an iTapMenu supplied web button on your dealership F&I product page which would initiate a video call between the customer and you. You can even push a presentation to the customer during the call and transact whatever products are sold.
FandEye™ - Reports __ These are DMS-integrated reports. These reports are best-in-class and you can access them directly from iTapMenu. Contact us for details.
Deals __ Think of this as a search option. This is where you will search for any menus built whether signed or not.
Calendar / Alerts __ Here, you can schedule your remote deliveries as well as get alerts for upcoming remote presentations.

Checklist Menu

Step 02 - Configuration