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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.

Clover GO: Clover GO is a mobile POS system designed for businesses that need to accept payments on the go.

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.
Multi-Location: Ideas related to the functionality of Clover's Multi-Location product.

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

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303 results found

  1. YOU SHOULD BE ABLE TO ADD A SERVICE ITEM FROM THE POS. ITS A HASSEL HAVING TO LOGIN TO THE CLOVER DASHBOARD JUST TO ADD A SERVICE WHEN IT COULD'VE EASILY BEEN ADDED FROM THE POS DEVICE.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  2. When exporting the transactions, Clover should populate the Invoice number field so an admin can see what invoice belongs to which transaction

    1 vote

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  3. I would very much suggest allowing us to see the transaction detail included in a closeout. We run a 24-hr towing business and are set up for an auto closeout. It is hard for our shops to determine which work orders are included on which day (especially when some guys are out in the field when the closeout occurs and the card processes when our unit gets into cell phone service, not necessarily at the time the card was run). Currently, the only way to determine this is to run a custom report every day, since the closeout times vary…

    1 vote

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  4. It would be extremely helpful to allow stylists and staff to access a customer's notes directly from the appointment on the calendar without having to navigate to the customer profile.

    For salons and service-based businesses, customer notes often include critical information such as:

    Hair color formulas
    Previous services performed
    Haircut or styling preferences
    Processing times
    Product recommendations
    Special instructions or client preferences

    Having these notes readily available when opening an appointment or when the customer checks in would improve efficiency, reduce the number of clicks required during service, and provide a better experience for both staff and clients.

    Suggested functionality:

    1 vote

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  5. Can you make the Email customization so that it can be edited or, specifically, can you change the Email customization from "Hey client," to "Hi client," as "Hey" is very unprofessional.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  6. I have three coffee shops, three devices, meaning three MIDs. To enter a new product in the menu’s I have to enter it three times. Time consuming. I contacted Clover after installing the third device was told since there is three MIDs, I cannot have One enter location and each MID location is “separate”. I can access all three locations on one dashboard so I should be able to enter one item (and any modifiers, menus, etc, and click a button for each shop to send the info out. Having to enter the item three times and build modifiers three…

    1 vote

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  7. As of lately the default setting for reporting is the condensed viewing. I would like the option to set default to full report. the condensed viewing does not work for my business and it's an added step each device to make the filter change to full report.

    1 vote

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  8. Allow longer than 14 days of pre-authorizations to show on the clover dashboard reporting, preferably 30 days for longer order completion timelines that merchant businesses have

    1 vote

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  9. When I take a catering order and payment over the phone, I add the items in Register and take the payment and add a order note with the pickup date/time. Problem is that I can't generate a report of all the catering orders and sort them by pickup date and time. The orders app shows the catering orders but only sorted by the date/time the order was placed. Maybe if a pickup date/time option was added in the menu where discounts are added, that would work.

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  10. I would love the ability to add a description per line item on the invoice. For example, if I am selling a package, I would like to include a description of what is included in the package.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  11. Adding the ability to draft & save invoices for merchants to review at a later time. We all get busy & I would love the ability to start an invoice, save, & revisit when I'm ready to send.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  12. I would like to suggest adding the ability to assign an employee or provider to each individual transaction at the time of payment.

    This feature would provide several important benefits:

    Allow each payment to be linked directly to the employee who provided the service.
    Generate payroll reports by employee without having to manually reconcile transactions.
    Filter transactions by employee and by service date or payment date.
    Simplify payroll calculations for businesses that pay providers based on collections.
    Improve reporting for practices with multiple therapists, providers, or contractors.
    Reduce administrative time and minimize payroll errors.

    For businesses such as counseling centers,…

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  13. After clicking on the Invoice option, be able to export the invoices issued to an excel file.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  14. When exporting transaction data, it would be nice to see if a payment was paid via invoice issuance or if an employee actually made the payment. I have found a workaround, but it is exhausting.

    1 vote

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  15. Can an option be added to limit Employees ability to add Gratuity (or any other Service Charge) manually without a Manager or Administrator approval? Similar to the way voids are handled after an item has been printed.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  16. I would love to see a class booking feature. For example, a scheduled 1 hour class that has a capacity for 10 customers to register for it. Bookable by time slot, employee, etc.

    I would love a product that can support a spin studio, yoga studio, or personal trainers.

    1 vote

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  17. Please add the option to allow payment notifications to all user types. Currently, when a payment is received, only the owner gets the notification. It would be extremely beneficial if employees or managers could also get notifications.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  18. Please add an option for donors to select "Recurring" donations on the donation form with Clover payment button. This feature is essential for processing monthly contributions automatically.

    1 vote

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    0 comments  ·  Website  ·  Admin →
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  19. Currently merchant can update quantities either from item detail or from the item list page with 200 items at a time. It will be easier if you can have the quantity update option from the Category view by selecting each category, then all items in that category and update the quantity by entering the total number for each item.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  20. Allow a business to track their cash drawer such as how much they add into the drawer, how much they take out for tips/etc. and how much should be in the cash drawer at the end of the day. It will make it easier to check what the cash drawer should be instead of manually having to do it.

    10 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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