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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

Categories

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211 results found

  1. I am unable to see the value of all quarterly recurring accounts. It just shows the number of accounts. Migrating from a previous merchant account where this feature was active. Certainly would help to see the total amount that will be charged to the various accounts as opposed to just the number of accounts.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  2. In order to better serve customers, it would be nice to see their total lifetime points, account notes, and be able to customize customer names from the register terminal when selecting rewards accounts. This is especially useful in a grocery/retail setting where you may need quick access to this information.

    2 votes

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  3. a client asked to be able to search all transaction and order reports by cardholder name in the search fields

    2 votes

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    Deferred  ·  0 comments  ·  Reporting  ·  Admin →
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  4. I have a client that has auto settlement set at 6:16pm PST in FDPOS. The Closeout screen in the dashboard is showing 5:30pm closeout so when they run a sale after 5:30pm, the totals in the dashboard don't match his deposits. Please sync the closeout time in the dashboard "closeout" screen with the auto settlement time in FDPOS. Or allow merchant to adjust the closeout reporting time manually in the dashboard. If the Closeout screen can't be fixed, you might think about removing the Closeout screen completely since it's causing more confusion to merchants than anything else.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  5. Just like Google Play store or Apple Store allow us to be able to see apps that we previously had installed or date of installation.

    1 vote

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    0 comments  ·  Website  ·  Admin →
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    1. Product images are always in portrait mode online on other websites, yet Clover's pilot program is in landscape which results in a lot more work to re-format every single product image we have in order to upload. YET once this is done and it's uploaded as per the landscape view, it previews as portrait!!

    2. The banner logo heading is showing as completely compressed even though it's a high res image.

    3. The preview page is tiny - should open up in a new tab. Impossible to check your work.

    4. Can the 'special instructions' on the preview page be turned off?

    5. Under…

    1 vote

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    0 comments  ·  Website  ·  Admin →
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  6. Is Recurring Appointment Booking on the product upgrade roadmap? A lot of Services Merchants have regular customers scheduled at weekly or monthly recurring appointments. This would be huge for Services Merchants!
    Once this is place, if someone has 12 Appointments scheduled, please only send 1 cancellation notice, not 12.

    1 vote

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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.

    1 vote

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  8. CLOVER NEEDS TO HAVE THE OPTION TO AUTOMATICALLY SEND A WAIVER TO THE CUSTOMER IF THEY SELECT A CERTAIN ITEM, LETTING THE CUSTOMER KNOW THE BUSINESS IS NOT RESPONSIBLE AND HAVE THE CUSTOMER ESIGN.

    1 vote

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  9. WHEN SETTING UP APPOINTMENTS, IT SHOULD ALLOW YOU TO SELECT MULTIPLE CUSTOMERS WITHIN ONE TICKET, AND CREATE A DATABASE OF EACH CUSTOMER.

    1 vote

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  10. Client would like the ability to search items when viewing the items report via the web dashboard, instead of the collapsed columns/ categories interface currently

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  11. Description: Option to Remove quantity feature on the published website page.

    Currently, when customer access the merchant's online ordering website. Click on an item. Select Breakfast, and then clicked 2 Eggs Breakfast w/ Meat. A popup box associated with 2 Egg Breakfast w/ Meat. Select, for example, Wheat. The Customer gets the option to add & subtract the item quantity.

    This merchant advised Wheat bread is added to the meal, not an individual purchased item. So they want an option to hide/remove the quantity feature for all menu items.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Hello-

    I have multiple Merchants requesting this feature. Every single order needs a customer name and they are wanting the "Add Note" option to be a forced prompt. We are trying to avoid extra clicks on the screen. Right now having to Click the 3 dots ("...), then selecting Add Note adds small incremental delays to orders.

    Please let me know when/if this can be implemented, I'd be happy to elaborate further.

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  13. As of now the order printer when removed from the printer settings keeps coming back everytime the DUO reboots or the next day after the device goes to sleep.
    Can we find a way to have the order printer removed completely and no having come back.
    Thanks.

    1 vote

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    0 comments  ·  Hardware  ·  Admin →
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  14. Be able to make and item available for service and sales at the same time

    1 vote

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  15. At the moment, if you have an item that has two categories, you can only filter by the FIRST category that was created when trying to pull Item Sales. There is no way around this. instead you would have to redo all your categories for all of your items if you want to have specific reporting for a specific category. It would be less frustrating to be able to filter WHICHEVER category we would like and not have to edit our entire catalogue and then lose all of the previous data.

    1 vote

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  16. Currently there is an option on the hosted payments to add a custom field. I have added it and my clients can now add information into it when they use the payment link. What is not available is the ability to see what information the client has put into the custom field. Without the ability to see that information, the custom field is useless.

    Please add the custom field to the reporting/receipt.

    1 vote

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  17. 1 vote

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    Under Review  ·  0 comments  ·  Invoice  ·  Admin →
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  18. 2-Factor Authentication

    Businesses need the option to bypass 2-factor authentication. We do NOT want our Clover accounts tied to any one individual at the business, as employment is bound to change somewhat over the years. We are already using shared, business email account for this service. But having one individual's cell phone number hold the keys to authentication is ineffective at best, and opens the door for financial issues in the worst-case scenario. Clover should create an option for 2-factor authentication through email, or business phone call.

    1 vote

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    Not at this time  ·  0 comments  ·  Other  ·  Admin →
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  19. When processing a payment on the virtual terminal it should have an option that is built in to the initial transaction to send the receipt as a text or via the email

    1 vote

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    0 comments  ·  Other  ·  Admin →
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