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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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230 results found

  1. ALL decent loyalty programs require customers to earn status each year -- it is not a cumulative lifetime thing. Making the "Regular" and "VIP" status something to earn annually would bring you to maybe the year 2000 in terms of relevancy of tools.

    1 vote

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  2. We need the ability to select and add specific items from our inventory directly on the Clover invoice dashboard. This is a simple but essential feature that’s currently missing. It would be extremely helpful to choose which items to include in an invoice, and also have the option to add custom notes. This functionality is critical for businesses that need flexibility when creating detailed invoices.

    Please consider adding this feature to improve invoice customization and efficiency. Thank you!

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  3. Please preserve the ability for admins/managers to view complete sales reports, including dates, filtered by FORMER, deleted employees. Currently, if you delete an employee, we can only guess what the former employee's numbers were based on the company's total numbers.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  4. Salon's as a professional service, collect deposits for the ability to charge in advance and credit the subtotal so that they are not any no shows. if the customer does not show up they charge the deposit

    4 votes

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    Planned  ·  0 comments  ·  Appointments  ·  Admin →
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  5. For the love of dear baby Jesus, would you please let the web UI remember more than one device? I log in from a few different devices (home PC, work PC, tablet, phone), and constantly have to go to my phone to get the 2FA code because it only remembers the last one, not this one. So it defeats the purpose entirely to remember a device.

    6 votes

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    Not at this time  ·  0 comments  ·  Other  ·  Admin →
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  6. Enhancement to "Create a branded website" tab/process.
    Services Growth Tier has ability to take payment/deposit online. First time merchant (who is used to card present instore) may not be familiar aware of option to take payment online as part of appointment process. That option for setup is under the primary view settings -> Services and Appointments section for Appointment Booking. I think there would be a benefit to have reference and link to the Appointment Booking section from the Create Branded Website page. I think having reference to Fraud Filters/Fraud Setup there would be beneficial as well.

    3 votes

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    Under Review  ·  0 comments  ·  Website  ·  Admin →
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  7. Clover does not allow me to enter a number in the employee profile. When we communicate, Clover indicates to me that it does not accept numbers from Puerto Rico. This leads me to understand that Clover, despite having Puerto Rican clients, does not provide the platform to them. Please address this requirement.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  8. 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

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  9. An option to place a message in the Pickup option of online ordering is important for our business communication with our clients, as our location is not fixed. Having the option to leave a message for the customer picking up an order would help us maintain a better-organized business.

    1 vote

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    Under Review  ·  0 comments  ·  Orders  ·  Admin →
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  10. We NEED a way to be able to send, in our case, our patients a LINK via text messaging to pay their bill/invoice... Many people do not check their emails now-a-days, or the email may end up in their spam folder... So PLEASE PLEASE PLEASE create a way for us to be able to text a link for our patients to pay their bill via text messaging.
    We also have personalized emails that we would rather send out, then the invoice option that is provided on the dashboard... So it would be nice to be able to also use this…

    1 vote

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    Under Review  ·  0 comments  ·  Invoice  ·  Admin →
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  11. When using the invoice feature, you can enter the order/invoice number for the payment. However, this information is not available when looking at the transaction in the payment details section like it does when you process the payment yourself in the virtual terminal. Please make the order/invoice number available in the payment details section when the payment is made with the invoice feature.

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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  12. It would be nice if the "Search" boxes stayed at the top of the page after you open an item.

    3 votes

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  13. Merchant request a setting in reporting that allows the report to print automatically upon closeout.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  14. I have to see the Notes section of every past paid invoice to be able to see which events they've registered for. If I could have a custom report that exported to Excel with the Customer Name, Date, Amount Paid and Notes section (which shows exactly what dates they purchased), I could easily check this data without going back manually through every order receipt (which is the only way to see the Notes section now).

    5 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  15. We would like to have the option of creating a Transfer option for the Merchants from the current active account to the new active account when the business is in the same location. For example - On the dashboard on the inventory app - there can be an option that says "Transfer" - then next a filter option to filter "items, modifiers categories.." or "Select all" - Once the option is selected on what they would like to transfer - then they should see the option that shows them a field that says "Enter Merchant ID", they should be able…

    1 vote

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  16. the invoice option under "new sale" is very limiting. It does not allow to enter specific items, limited information for the customer, and will not allow to enter check or cash for payment. We had to add "invoiss" as an additional app in order to do business.

    1 vote

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    Planned  ·  0 comments  ·  Invoice  ·  Admin →
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  17. WHEN SENDING INVOICES OUT:
    IT WOULD BE NICE TO HAVE THE OPTION TO SEND AN INVOICE AND ALLOW THE RECIPIENT TO CHANGE THE DOLLAR AMOUNT THEY WANT TO PAY.
    OUR OFFICE NEEDS TO BE ABLE TO SEND OUT THE ENTIRE AMOUNT OWED, BUT IF SOMEONE, FOR EXAMPLE: NEEDS TO SPLIT PAYMENT ONTO MULTIPLE CARDS, THEY SHOULD HAVE THE OPTION TO CHANGE THE DOLLAR AMOUNT THEY WANT TO PAY WHEN GOING TO MAKE THE PAYMENT ON THE INVOICE.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  18. It would make adding or making mass edits to items if there is a "previous item and next item" buttons on the top somewhere when edit a single item. This would just take you to the next item in the list you were in. instead of backing out and finding the next item.

    4 votes

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  19. The Sales amount on the Closeout report does not represent the sales but is the total of transactions processed through the card processor. Please change to Sales amount.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  20. Sample Real Life Case: Merchant only has the Clover Go app on mobile to process payments. Merchant is currently using inventory through the Clover Go app on mobile. Merchant purchases a Clover Compact, which is provisioned to the Clover account. All but the Payments SaaS plan are removed leaving the merchant unable to use the inventory features. Please fix!

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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