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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.

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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100 results found

  1. We are needing more controls in place for better management of discounts, in particular for employee discounts. It'd be helpful to either be able to implement controls to restrict which items can be discounted. Or alternatively, there be a separate list or page of items eligible for discounts by staff. This would be the only page where any employee can access without requiring a manager approval. In addition, be able to put in controls around limitations to minimize abuse of discount and theft.

    2 votes

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    1 comment  ·  Employees  ·  Admin →
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  2. Multiple shifts per day:

    We have 2 services ( brunch and dinner) per day with 2 different teams, therefore we need a closeout report ( sales and tips) per shift - not per day

    We also need different menus per shift.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. 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

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    0 comments  ·  Engagement  ·  Admin →
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  4. 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.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  5. When importing the file(s) Messaging is inaccurate: errors appear, once errors are corrected, the import is unsuccessful as more errors appear for some of the same cells shown previously . Adding items manually seems to be the best workaround at this time.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  6. Can you add the Appointments feature to the iphone app?

    1 vote

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  7. Restore the functionality for administrators or managers to delete employees from the dashboard.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Just moved business to clover max and have 14 terminals all linked. There's no option to manually settle machines. You need to wait until they auto settle everyday.. silly.

    There's two auto settle reporting options:

    1. Group all employee sales together under Quick Access and nobody can find what their individual sales were.
    2. Have everyone log in but all 15 machines print 5ft long settlements every settlement including all employee sales on every settlement, 15 times across all machines.

    This is the silliest and worst feature I can imagine, and I've never seen this problem with another company. Possibly annoying enough…

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  9. We are requiring custom reporting that is tailored to the operations of a quick service business that also supports in properly auditing what may be suspicious behavior based on data the current reports are showing. These reports would be custom reports based on daily sales categorized by inventory to which can be accessed at any time for review over an extended period of time? With all data broken down. In regards to auditing, it'd be helpful to generate report of staff sales and discount performance report showing their volume of sales, discounts given with date and times, and order accuracy…

    0 votes

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    0 comments  ·  Reporting  ·  Admin →
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  10. We are experiencing a suspicious volume of excessive item deletions as well as high-dollar voids. Is there a way the system can flag this to prevent abuse and theft? Whether this sends a notification to the virtual dashboard alerting admin and/or requiring Managerial Approval before processing.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  11. Test jira integration

    1 vote

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    1 comment  ·  Inventory  ·  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.

    2 votes

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    0 comments  ·  Inventory  ·  Admin →
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  13. 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.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  14. When putting in the business address, Address Line 1 should allow more characters or add an Address Line 2. I find it frustrating that this is even an issue.

    1 vote

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  15. Merchant would like to be able to open an item category and update the items via the "In Stock" toggle within the category rather than having to use the item list to toggle the item in stock.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  16. Merchant request a setting in reporting that allows the report to print automatically upon closeout.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  17. We would love to see a SaaS plan for nonprofits in the future. I am at a CFI Agent Bank, and we have several nonprofits that would greatly benefit.

    Some ideas to include in the bundle are built in "Pay my processing fees" option, year-end donor records, and ability to send donation notices for special events.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. 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.

    1 vote

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    0 comments  ·  Website  ·  Admin →
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  19. here's a website idea

    1 vote

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    0 comments  ·  Website  ·  Admin →
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  20. this is an idea for appointments

    1 vote

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    0 comments  ·  Appointments  ·  Admin →
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