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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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64 results found

  1. 5 votes

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  2. 5 votes

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  3. 4 votes

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  4. I suggest that when a merchant is entering a phone number, to prevent duplicating the phone number in the system, or when entering a new customer with an existing phone number can be prevent it by the system as already exist.

    4 votes

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  5. We understand that their name does appear in the notes section of the order tab but often times, we need to use that area for notes and not the customer name.

    4 votes

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  6. Nowadays, we face many customers that are scamming or take advantage in many ways. Customers app should include information if we decide not to serve or warning for these return customers who keep complaining or do many tricks on us. When we add customer, this information will need to pop up!

    4 votes

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  7. Phone numbers are added to customer file with dashes but would like to search without having to enter the dashes. Basically have a pattern search auto insert dashes .... example: 4127891234 and have it show as 412-789-1234 and search for number with dashes for match.

    4 votes

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  8. The merchant would like a field to add the guest name in without creating a customer profile

    4 votes

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  9. 4 votes

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  10. When looking at the customer list on clover.com, I want to be able to sort alphabetically through my customers but there is no way to do this

    3 votes

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  11. Please add this feature, have hundreds of customers and it's a real pain to move them manually.

    3 votes

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  12. 3 votes

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  13. Merchant is wanting a feature from clover to have the capability to import customers from other POS systems. Merchant is also wanting to be able to look up customer using an ID instead of the name.

    3 votes

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  14. One merchant called in looking for a way to filter his customers by transactions - if we could get a new filter added to the Transaction page this would allow merchants to track successful/unsuccessful payments per customer without having to check each individually

    3 votes

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  15. Have a way to export spreadsheet for customer app customers including the price customers pay for items.

    3 votes

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  16. Being able to merge clients in the "customers app".

    i.e. Joe Schmoe has come 15 times, but his past purchases are not all under the same profile. He has multiple profiles. If I need to look up past orders, I have to scroll through each one. I know I can create a new order under that name, but the existing profiles of him wont account.

    2 votes

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  17. The merchant would like to be able to search his customers by First and last name and as well by company name. Right now the only search options are phone numbers, email, first & last name. But we are unable to search by company name.

    2 votes

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  18. Clover go needs to be able to input customer info: name, email, phone number, etc. This is super important for marketing and follow-up, and I can't believe you left this important function out.

    2 votes

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  19. When a card is run with the same name as someone in the Customers app with notes, the note should appear in a popup in the Register. That way, for example, we can write "Always gets 10% off" or "Use house tab" or "Do not serve" and it will show up to more easily communicate with our staff.

    2 votes

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  20. Merchant is using the payments service plan and is able to download and use the customer app, create, edit and save customer profiles. But when he processes transactions through VT and assigns a customer to the invoice, the email doesn't automatically populate.
    Merchant is Bert Warakomski. CONTACT: 203-874-4159.

    2 votes

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