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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-LocationIdeas 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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211 results found

  1. We have Clover Flex's setup for a local Credit Union with many branch offices that offer the Cash Advance service to customers that want to take out a cash advance on their credit card. They would like to restrict their employees from attempting cash advances over $5k without manager approval. Would like to have the Clover device set up so it will prompt for manager override on transactions over $5k. The $5k could be a customizable field like you have for Offline Transactions.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  2. On Clover Merchant Portal:
    - button to import .csv file to batch overwrite customer data
    - button to intelligently merge duplicate customer entries
    - button to delete customer entries that match batch criteria (e.g. "MANUALLY ENTERED")
    - button to automatically batch rewrite customer name fields with correct capitalization instead of all caps
    - intelligent backup system for customer database (at very least, revert to previous version upon .csv import - while keeping entries from new customers generated externally in the meantime)

    some context: we've had clover system for years now, and it's served us well. This past year, we've begun…

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. I would like to be able to create a catering estimate for our customers from my home office through the Clover Dashboard instead of having to stand at a Clover POS system and enter it. I can create an invoice but an ideal situation would be to create from my laptop, itemized each catering item and send to the customer. Even if it means creating and printing the estimate and manually emailing it to our customer.

    1 vote

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    Planned  ·  0 comments  ·  Other  ·  Admin →
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  4. Employees need to be able to accept their own appointments and manage appointments just as the owner. As a Salon each stylist is in charge of their own schedule to so being able to accept these apts on their own is important. They also need to all be able to access the schedule from their phones.

    3 votes

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  5. I have a lot of merchants that would love the ability to customize invoices from the dashboard. not only with items and/or services but with disclaimers and notes. It would be good to have a better invoicing system that is as good as or better then our competitors(stripe....etc)

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  6. There should be the option of having payment links that display in French. This is a legal requirement in Quebec of any commercial page having French, otherwise it is illegal in this province.

    1 vote

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    Planned  ·  0 comments  ·  Other  ·  Admin →
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  7. It could be great to edit the info printed on the closeout receipt at the end of our day. There is a lot of info that is not important for us (refund, tips, sale/employes, etc..) and it would be great to be able to determine which kind of information we want on our closeout receipt. Moreover, it would be more economical and ecological.

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  8. Be able to compare category sales on the reporting app on the device

    3 votes

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  9. Please allow the manual closeout of the current batch on the Clover dashboard. Right now manual closeout is only available on your Clover POS terminal. However, if we are away from the business and need to do a manual closeout remotely, we would need this option available on Clover dashboard. Please add a button under Clover dashboard > Finances > Closeout > View Current Batch. A manual option on dashboard would help greatly. Thanks.

    3 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  10. It would be awesome if Clover could create barcodes natively for inventory items— no third-party apps needed, select the inventory item and print the barcode on the label printer, so they can later scan it. Merchants could instantly print labels from Clover, saving time and simplifying inventory management. Seamless, fast, and fully integrated

    1 vote

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  11. I am writing to express our concern regarding a recent change in the Clover dashboard. Previously, the cellular data portal displayed the device names alongside the serial numbers and SIM numbers, which was incredibly useful for our operations. However, in the latest version of the dashboard, this feature appears to have been removed.
    we use to see the device names in the clover flex terminals also which was so handy they have also removed it

    We manage a fleet of 65 Clover devices, and without the device names, it has become significantly more difficult and time-consuming to identify and manage…

    3 votes

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    Under Review  ·  0 comments  ·  Other  ·  Admin →
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  12. I have several devices and need to see their proceeds every day individually. As is I have to drill into every device individually which is very cumbersome vs having them all listed out on one page.

    1 vote

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  13. Ability to add or attach pictures for appointments or within the Customer profile

    1 vote

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  14. I have a seasonal merchant that rents 80+ Clover devices for their annual event. They need a report that lists credit/debit sales by device so that they can separate sales by revenue centers. The Cash Log report shows the device name.

    2 votes

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  15. Please integrate skip the dishes as well to the clover system same as uber eats and door dash (canada)
    So that it auto accept the orders and all sales are at one place

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  16. We urgently need a proper invoicing system link with the Clover inventory app, with:

    Consecutive invoice numbers (no gaps, easy to track)

    Tax ID integration (to comply with accounting requirements)

    Customer ID for proper tracking

    Easy search and history lookup by invoice number, customer ID, or item SKU

    This is a critical feature for professional use and should be implemented.

    1 vote

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    Planned  ·  0 comments  ·  Invoice  ·  Admin →
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  17. The new layout is creating major problems:

    Inventory Columns Not Saving
    Every time we log in or out, all the selected inventory table columns reset. There is no way to save the selection, which wastes time and is extremely frustrating. This should be a simple and essential fix that must be addressed ASAP.

    Search Function Not Reliable
    The new search function often produces false or inconsistent results, even with a UPC code. Scanning the same UPC can bring up 10 results the first time, then 6 the next, and it can take 3–4 attempts just to get the correct one.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  18. We need software integration for many vertical industries! Dental is huge! The medical market is huge! Software Integration!!!!!! On the Omaha Platform!!!!

    2 votes

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  19. There should be multiple options for the time blocks for services that aren't 15, 30, or 60 minutes. such as 20 minutes. Our business can't operate and our customers are becoming very unhappy because the wait times are increasing since our stylists are used to 20 minutes. We deal with kids and they are very unpredictable so those 5 minutes make a real big deal.

    1 vote

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  20. since the new program I purchased we have not had one order through clover. customers are required to sign in with email phone number. let the know if they have the app they don't have to do all of that. that just may help. that's ridiculous/

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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