Engaging Customers

Welcome to the feedback forum for Clover Customer Engagement Features. Please share your ideas for how we can update our Clover software to improve customer experiences, increase traffic, and retain loyalty for merchants. Specifically, this forum should only include ideas about built-in functions on the Clover Dashboard (feedback on customer engagement apps should be included in the Apps/App Marketplace forum). We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Managing Customers Internally: Share your thoughts on Clover’s built-in software that allows businesses to manage customers including viewing/storing customer information. 

2. Customer Feedback: Are there features or capabilities that can improve the Clover customer feedback tool? Let us know here.

3. Customer Promotions: How can the promotions feature on the Clover dashboard be optimized for businesses?

4. Customer Rewards: What added functions can improve the built-in rewards software to increase customer retention and engagement?

5. Other Customer Engagement Suggestions: Place your idea here if you have feedback that does not fit in any of the other forum categories.

Engaging Customers

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  1. Merchant would like to add locker numbers to customers' profiles for tracking purposes and be able to merge customers together to stop duplicate profiles when different cards are used for payment

    60 votes

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    18 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  2. The merchant stated on the dashboard the customers are in alphabetical order. However, on the device they are not. Confirmed with our test device here that on the device the customers are not alphabetized. As a workaround, advised the customer to search for the customer she wanted. However, she stated she would like for it to be the same as the dashboard.

    22 votes

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    6 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  3. This is exactly what Square does, and it works wonderfully and seamlessly. When a customer pays at a Square terminal with a credit card and inputs their email address for a receipt, the card number and email are automatically associated and saved across the network. From then on, any Square terminal will automatically email a receipt to the same address when that card number is processed.

    Presumably some customers will not want this option, even if the address isn’t used for marketing purposes, so there should be a way to opt out.

    This saves time, receipt paper, and contact with…

    19 votes

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    4 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Allowing the data fields in the customer app to accept input from a bar code scanner would help employees easily find a client if they have a customer card assigned to them.

    16 votes

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    0 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Merchant would like the Clover Device to save Customers's email address so that they do not have to type in the email each time for receipts, especially if it is a returning customer.

    15 votes

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    3 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Merchant would like to be able to see the Customers App customized by Last name, or to see an optional way to switch between alphabetizing by first or by last name.

    14 votes

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    1 comment  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Merchant has a over 1000 customers he needs to bring over from a different device and would like this enhancement for the clover.

    13 votes

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    3 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Need to be able to enter customer information on a Clover Go order. Since it already creates a customer it should be able to put in their information.

    12 votes

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    planned  ·  2 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  9. The merchant wants to be able to swipe in the Register app for the customer’s name to be saved to the order.

    11 votes

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    2 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  10. When a call comes in from a known customer the customer app shows the customer and is ready to take an order.

    10 votes

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    1 comment  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Please, please, please add the features below asap...
    -Allow merchants to merge duplicate customer profiles
    -Allow merchants to export all of the sales data for individual customers (needed for frequent buyer programs etc.)
    -Provide different options for sorting customer names
    -The customer search function needs to retrieve any part of the customer's name. For example if the customer has two last names the search function only works if you search for the first one

    8 votes

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    2 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Would like to be able to record a discount percentage on a customer profile and have it automatically applied to any order referencing that customer profile record

    8 votes

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    1 comment  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  13. A boutique wishes to send promo's based on the anniversary date of a customer. Currently, the only date field is birthdate.

    7 votes

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    0 comments  ·  Managing Customers Internally  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Non-profit needs the ability to export each transaction by customer at the end of the year. If you add this feature, it will greatly expand Clover into non-profits.

    6 votes

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  15. As a customer it is annoying to have to enter my email address with every transaction. Square is able to retain a customer's email address (presumably tied to credit card).

    6 votes

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  16. merchant will like the customer app to have the ability to import customers and merge existing customer information

    6 votes

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  17. Allow the option to pop-up comments so when ordering they will show on screen. For example, if you entered a comment/note that customer is to get a 10% discount when ordering, it would pop up and you would have to dismiss it to erase the pop up.

    6 votes

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  18. I suggest you add a 'Repeat Order' button that allows us to recreate a previous order, this would work great for frequent customers.

    5 votes

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  19. merchant is using a clover flex and he creates orders through customers app when he open the order app he can see only the name for the customer and he would like to see the last name instead

    5 votes

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  20. 5 votes

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