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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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326 results found

  1. Whenever an employee is looking at their calendar through the Clover Go Mobile app, and also on the Clover POS, the default view is for ALL employees. The employee can set the filter to see only their appointments. However, as soon as you leave the calendar screen, add an appointment, go to the Home Screen or any action really… it resets the filter to all employees. This has been a very frustrating issue that several merchants have expressed.

    Feature Request:

    Allow for the employee filter to have a saved default setting for each employee

    5 votes

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    Deferred  ·  0 comments  ·  Appointments  ·  Admin →
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  2. Ability to apply a pricing modification to a service to all future appointments already booked.

    Currently, if an appointment is booked in the future, the service price associated with that appointment can only be updated by editing the appointment and re-adding the same service with the updated pricing. Real case scenario: I am a merchant processing agent and I set up a hair salon using appointments. They decided to raise the pricing by 10% for all their services. I had to manually open up each appointment and add the item for 282 appointments. This took days to complete. I recommend…

    5 votes

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  3. Several prospect merchants and existing merchants have requested the need for a membership or subscription for the services plan. Customers could choose to sign up for a recurring monthly subscription which will allow them to book X number of services per month. An example would be a color salon, customers can book as many touch-ups as desired during the month.

    5 votes

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  4. I would like to formally request the ability to delete unpaid, expired invoices dating back to 2020. We do not use the Clover Virtual Terminal Invoicing for all billing purposes — only for sending past-due payment requests to patients. It is frustrating and inconvenient that there is currently no option to remove or archive these old, unpaid invoices from our dashboard.

    We now have invoices over four years old cluttering our unpaid balance section, many of which have already been written off as bad debt in our internal medical records system. This not only complicates our accounting process but also…

    5 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  5. I have elderly customers who don't know how to make payments with their phones so I do so manually. I should be able to apply the payment to their invoices. How does your website not have this feature? It seems like basic accounting should be included so I can track all my transactions and separate them by category and type.

    5 votes

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    Under Review  ·  0 comments  ·  Invoice  ·  Admin →
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  6. Currently, the Clover booking system allows cell phone number input but does not mark it as a mandatory field, while the email address is required. However, many customers prefer to receive SMS reminders for their bookings instead of email notifications.

    To improve efficiency and customer experience, we request an enhancement to the POS system that:

    • Makes the cell phone number a mandatory field when entering customer details and booking schedules.
    • Enables the system to send SMS reminders to customers regarding their booking schedules, ensuring better engagement and reducing no-shows.
    • Essentially, we need the POS system to support direct customer communication…
    5 votes

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    Deferred  ·  0 comments  ·  Appointments  ·  Admin →
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  7. In Salons each employee performs a different service, so tip splitting and Commission pay per service is very important to have.
    This will help finalizing the transaction in one payment instead of separate transaction just to payout the tip to the correct employee whom performed the service.

    5 votes

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    Deferred  ·  0 comments  ·  Appointments  ·  Admin →
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  8. Hello,

    Can we get a Database that links Card numbers to phone numbers automatically like how xxxx does it. I am tired of having to enter the SAME customer's phone number in every time they purchase something. It is embarrassing that this system doesn't have the ability to remember things like this. Also it would be nice if another Clover user just entered the customers phone number and then they come to me, it would already be there to text them their receipt.

    Thanks,

    5 votes

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  9. 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

    5 votes

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    Planned  ·  0 comments  ·  Appointments  ·  Admin →
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  10. Thousands of spam customers were added (not sure how!) and need to be deleted but currently the only option is to do so one by one. They are all from the same invalid domain @example.com so would be very easy to bulk delete. Not sure why this isn't a feature already.

    5 votes

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  11. Ever since there was an update I have to log back in if my dashboard is idle for 15 minutes. This is a real pain. I used to login in the morning and it would leave me logged in. Please change the logout time back to how it used to be

    4 votes

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    Not at this time  ·  0 comments  ·  Website  ·  Admin →
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  12. When running reports the system should be able to see how many times a modifier was selected on items. For instance we have crown royal as a item with a modifier for (chocolate, peach, black berry, regular, salted caramel, apple, vanilla). When running a report it only shows how many crowns you sold but no breakdown of which one was selected. Same goes for beer types high noon, white claws, carbliss, sun cruisers...etc. They come in so many different varieties and without having 1000 buttons on the screen for your workers to go thru we try to make it easier…

    4 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  13. Can you bring back the old service plan that cost $50 and give back some features that are important for most businesses? This $30 plan is junk. But I also do not need the $85 plan as I don't sell online. I just want back seeing my costs so I can know my profits and cost for inventory at the end of the year, being able to combine Open orders, being able to Exchange items on a Paid order and being able to sell something by the pound. I can't be the only one who would happily pay what I…

    4 votes

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    Not at this time  ·  0 comments  ·  Other  ·  Admin →
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  14. There should be a filter for reporting that allows you to choose transaction type. As of now, we can only print a report that separates the debit and credit card transactions. The end of day batch emails only contain card transactions, but there is no report that can mimic this information. My intent is to isolate the cash from the card transactions.

    4 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  15. Collapsible menus are useful because they help organize content in a compact, accessible way, making navigation more efficient. Without collapsible menus, users need to scroll through long lists or sections to find what they're looking for, leading to a cluttered interface and a less smooth experience.

    4 votes

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  16. I've discussed the new Retail Growth plan with some merchants on the Payments plan today. Feedback suggests some merchants do NOT want a web site or to sell via e-commerce. Specifically, some retailers are contractually forbidden from selling certain products/lines online so there is no value in them having a website. Therefore, the Growth plan would result in their paying for something they can't use.

    4 votes

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    Not at this time  ·  0 comments  ·  Other  ·  Admin →
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  17. Need the ability to create a Recurring Invoice that automatically emails a recipient with a Payment Link that allows them to enter their payment themselves.

    4 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  18. My issue is when we pay sales tax we have to report our taxable items sold and also our non-taxable items sold. Your current reporting shows both of these line items, but it does not go any further. I need to be able to select the non taxable items and see how the clover got to the number it did so I can then be able to report it to the government. There is currently no way to see the items that clover added together to get the non-taxable amount.
    I would really like to see the sales tax reports…

    4 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  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…

    4 votes

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  20. 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.

    4 votes

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    0 comments  ·  Invoice  ·  Admin →
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