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Services

Welcome to the Clover Services Forum.  You're here because you are a Clover Services merchant and would like to submit ideas that you feel would enhance/improve Clover's current offerings in the Services space. 

In order to submit your idea you'll need to give it a Title then select the Category that best matches your idea.  Below are brief descriptions of the Clover Retail Categories.



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


Appointments: Ideas related to Clover’s Appointment software.

Employees: Please include all your feedback and suggestions for enhancing Clovers employee management software. This includes permissions, viewing and editing employee roles, employee satisfaction, scheduling, owner access and more. If you have tipping suggestions, please include these ideas in the Tipping category of the Taking Payments forum.

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

Hardware: Ideas related to Clover hardware in the Restaurant space

Inventory: Please include all your feedback and suggestions for enhancing Clover’s inventory management software.

Invoice: Ideas related to Clover’s Invoicing feature.

Orders: Ideas relating to the process of creating and managing Orders.

Reporting: Ideas relating to improving and enhancing Clover’s reporting.

Website: Ideas related to your Clover branded website.

Services

Categories

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20 results found

  1. It would be nice if when adding a customer onto a new order that the option would be available to send the add customer page to the customer station for them to fill-out instead of the associate being the one to ask them their information and fill it out. Possible a pop-up asking associate to send page to customer or not.

    6 votes
    Planned  ·  0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  2. The merchant would like the ability to activate more than 20 gift cards with the same amount at one time. Currently, if a customer wants to purchase 200 gift cards, the merchant can only activate 20 at a time. This limitation means the customer would need to make 10 separate purchases or the merchant would need to activate the cards one by one.

    Raising the activation limit or adding a bulk activation feature would streamline this process, allowing the merchant to activate more than 20 gift cards at once, improving efficiency and customer satisfaction.

    5 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  3. Merge customer profiles if multiple are accidentally created in order to maintain customer records and history and loyalty tracking.

    3 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  4. Thousands of spam customers were added (not sure how!) and need to be deleted but currently the only option is to do so one by one. They are all from the same invalid domain @example.com so would be very easy to bulk delete. Not sure why this isn't a feature already.

    3 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  5. Please allow the remaining balance on a gift card to automatically print on the payment receipt. It slows down a business when they need to go to the gift card app to see the balance

    3 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  6. Enable ability to import existing customer lists and data. This is crucial when migrating to Clover from any other system.

    2 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  7. Merchants would like to be able to see the ACH details under the customer profile as well as be able to filter or search for customers that have an ACH on file v a credit card on file.

    2 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  8. Can we please stop w the mandatory emails. The customer knows we are storing their card numbers

    2 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  9. About 6 months ago, Clover's Customer list on the dashboard and the Customer app on the device sorted customers by most recently added. I relied on sorting the customer list by recent for my business functions. Now it only sorts customers by alphabetical order. It's a small change, but it has greatly impacted my business.

    I think it would be great for everyone if we could sort the customer list by criteria, such as:

    • *Recently added to the customer list* (important)
    • Recently paid/ordered
    • Phone number (starting digits from low to high or vice versa)
    • Alphabetical

    I feel it's…

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  10. Currently, card holders may earn Clover Reward points (A) when they purchase Clover gift cards as well as (B) when they make purchases using the gift cards, resulting in the business giving out double points to customers in both occasions. Please add a setting so that the business can choose when to give out points. With the current design, Clover Rewards is advising the merchant to manually adjust points, but it is not acceptable for businesses to spend time to adjust individual customer points.

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  11. Hello,

    Can we get a Database that links Card numbers to phone numbers automatically like how xxxx does it. I am tired of having to enter the SAME customer's phone number in every time they purchase something. It is embarrassing that this system doesn't have the ability to remember things like this. Also it would be nice if another Clover user just entered the customers phone number and then they come to me, it would already be there to text them their receipt.

    Thanks,

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  12. I was told that the points/rewards would be tracked on my phone/app? and I would be notified when rewards were ready. How many points do I need? How do I track them or correct the records?

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  13. Please allow the Sales Overview to populate third party gift card information in the "Gift Card Activations" section of "Sales". The Register app populates Gift Card Redemptions as as Item but activations are not captured. Not acknowledging third party data for gift cards creates a gap in sales and tax reporting which makes bookkeeping more difficult than it has to be.

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  14. Please add the ability to offer a referal bonus to a customer that brings in a friend.

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  15. Previously, when the charge went through, the options given were to print, email, or text the receipt. That's changed, and now the options are "Print" and "More". In order to email or text the receipt, you have to tap the "More" button first.

    Our email and texting collection has dropped to less than 1% after this change. Previously we were getting about 5%. I've tried to talk to customer support about getting this changed back, but I've been told tough luck, try leaving a post on the uservoice page.

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  16. Need to add street address this is how we lookup customers. Can't use system at this time because of this . Need Urgent Assistance

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  17. In the daily Sales Overview report gift card sales have recently been added to “Sales by Card Type” making a consolidation with deposits to bank account impossible.

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  18. I would like to be able to have filters to sort Customers different ways MOSTLY by date of visit/purchase

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  19. In order to better serve customers, it would be nice to see their total lifetime points, account notes, and be able to customize customer names from the register terminal when selecting rewards accounts. This is especially useful in a grocery/retail setting where you may need quick access to this information.

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
  20. The Gift Card app is currently unable to accept payment via Telecheck Check. This is a customer service fail; customers will not understand why they can make payments for everything else via Telecheck Check, but not gift cards. Please enable this functionality ASAP.

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
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