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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. 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.

  2. 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.

  3. 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.

  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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    0 comments  ·  Other  ·  Admin →
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  9. 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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  10. Merchant request a setting in reporting that allows the report to print automatically upon closeout.

    1 vote

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  11. 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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  12. 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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  13. 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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  14. here's a website idea

    1 vote

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

    1 vote

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    0 comments  ·  Appointments  ·  Admin →
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  16. Since the update, whenever we scan a single item on our dashboard, it jumps around to a bunch of different items in inventory and brings up a random list of them, and we have to look through to find the one that we scanned. We've spent hours on the phone, updated everything we can hardware and software wise, and even bought a new scanner. This only started after the update, it is definitely a Clover malfunction.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  17. 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.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  18. 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!

    1 vote

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    0 comments  ·  Hardware  ·  Admin →
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  19. Restore lost functionality to inventory screens.
    The columns in categories does not hold changes made top which columns are displayed, even if you click "save"
    Next time your in the screen they have reverted back to default.
    Why even have a "In Stock" column when what you need is "stock Count"
    I waist too much time changing these back to what I need, every time go go into the category inventory screens.
    The columns used to stay put until the most resent update when a lot functionality went away, including being able to scan a UPC or enter an items…

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  20. 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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