---
title: Managing VisitorTap in Your Dashboard
description: Manage and customize your VisitorTap settings from your dashboard.
---

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1. [Knowledge Base](https://connect.visitorreach.com/help?hsLang=en)
2. [VisitorTap](https://connect.visitorreach.com/help/visitortap?hsLang=en)
3. [Managing Your Dashboard Features](https://connect.visitorreach.com/help/visitortap?hsLang=en#managing-your-dashboard-features)

# Managing VisitorTap in Your Dashboard

## You can manage your VisitorTap products directly from your dashboard. Each Tap product includes a unique Tap ID, identified by the last four digits printed in small numbers on the bottom of the card or sticker.

### **Setting Up VisitorTap**

1. Navigate to the VisitorTap tab on your dashboard.
2. Assign a Name to each VisitorTap card or sticker to easily identify its location and purpose.
   
   ![](https://connect.visitorreach.com/hs-fs/hubfs/undefined-Sep-11-2026-05-27-43-3336-PM.png?width=670&height=167&name=undefined-Sep-11-2026-05-27-43-3336-PM.png)
3. Select the option to assign the product to.
   
   ![](https://connect.visitorreach.com/hs-fs/hubfs/undefined-Sep-11-2026-05-27-43-5802-PM.png?width=670&height=735&name=undefined-Sep-11-2026-05-27-43-5802-PM.png)

### **Linking Options**

You have multiple options when assigning a destination to your tap cards:

1. **Category:** The Categories feature in VisitorTap allows you to easily organize and manage your Tap products, especially when managing multiple decks.
2. **Single URL:** You can direct each tap to one specific URL. When a person taps their phone to the card or sticker, this URL will automatically open on their device. All URLs must include https:// – not just http:// (for example: https://visitorreach.com).
3. **Taptree:** A Taptree allows you to connect multiple links under a single tap. This can include resources such as:
4. **Tap Pro Builder:** A customizable page-building tool that lets you create, design, and organize engaging digital experiences for visitors with dynamic content sections and a personalized look and feel.
5. **SMS Number:** (This selection is rare) SMS number allows you to utilize any phone number with texting capabilities — including third-party texting services — directly to your VisitorTap dashboard. Please note that while VisitorReach provides the texting integration, we can not offer technical support for third-party platforms.

### **Assigning Products to a Category**

To add a Tap product to the desired category:

1. Select the product.
2. Choose Assign to Category.
3. Confirm the assignment to the desired category.
4. The product will now appear under the desired category.

### **Using the Categories View**

You can switch to the Categories view to see all Tap products organized by category.

If a product is not assigned to any category:

1. Select the Tap product and assign it to a category, or
2. Drag and drop the product into the desired category folder.

[Learn more about Categories here.](https://connect.visitorreach.com/help/how-to-use-the-category-feature?hsLang=en)

### **Searching for Tap Products**

You can search for products using either the product name or the Tap ID. The dashboard will display all matching products based on your search terms.

### **Real-Time Editing**

Any link connected to a Tap product can be edited at any time by you or any team member with access. Changes are applied instantly.

---

### Need Help?

[VisitorTap FAQ](https://connect.visitorreach.com/help/visitortap-faq?hsLang=en) | [Contact Us](mailto:Visitortap@visitorreach.com)

 

### Helpful links: 

[VisitorTap FAQ](https://connect.visitorreach.com/help/visitortap-faq?hsLang=en)

[VisitorTap Pro Builder Getting Started](https://connect.visitorreach.com/help/visitortap-pro-builder-getting-started?hsLang=en)

[Can Tap Cards Malfunction?](https://connect.visitorreach.com/help/can-tap-cards-malfunction?hsLang=en)

 

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    - [Placement & Best Practices](https://connect.visitorreach.com/help/visitortap?hsLang=en#placement-best-practices)
    - [Managing Your Dashboard Features](https://connect.visitorreach.com/help/visitortap?hsLang=en#managing-your-dashboard-features)
    - [Troubleshooting - VisitorTap Help Center](https://connect.visitorreach.com/help/visitortap?hsLang=en#troubleshooting-visitortap-help-center)
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