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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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289 results found

  1. In the daily Sales Overview report gift card sales have recently been added to “Sales by Card Type” making a consolidation with deposits to bank account impossible.

    2 votes

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  2. We need to be able to click on each item and get a report on who purchased it. As there can be recalls on items. We also need to be able to see when we added and subtracted inventory. When adding in inventory there is no way that I can find that we can see when we added in new inventory therefore lots of mistakes can be made. We have invoices with 50 items or more and the phone rings, customers come we need to be able to check and besure we added the item and that we didn't double…

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  3. Under Reports > Sales report > view by Daily sales, it shows the daily gross and net sales, but not by Tender types. With Tender types it only show the total amount from the Date Range. Why?? Please make it so that we can view the daily sales by tender types as well. Thank you.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  4. I would very much suggest allowing us to see the transaction detail included in a closeout. We run a 24-hr towing business and are set up for an auto closeout. It is hard for our shops to determine which work orders are included on which day (especially when some guys are out in the field when the closeout occurs and the card processes when our unit gets into cell phone service, not necessarily at the time the card was run). Currently, the only way to determine this is to run a custom report every day, since the closeout times vary…

    1 vote

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  5. It would be extremely helpful to allow stylists and staff to access a customer's notes directly from the appointment on the calendar without having to navigate to the customer profile.

    For salons and service-based businesses, customer notes often include critical information such as:

    Hair color formulas
    Previous services performed
    Haircut or styling preferences
    Processing times
    Product recommendations
    Special instructions or client preferences

    Having these notes readily available when opening an appointment or when the customer checks in would improve efficiency, reduce the number of clicks required during service, and provide a better experience for both staff and clients.

    Suggested functionality:

    1 vote

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  6. Can you make the Email customization so that it can be edited or, specifically, can you change the Email customization from "Hey client," to "Hi client," as "Hey" is very unprofessional.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  7. I have three coffee shops, three devices, meaning three MIDs. To enter a new product in the menu’s I have to enter it three times. Time consuming. I contacted Clover after installing the third device was told since there is three MIDs, I cannot have One enter location and each MID location is “separate”. I can access all three locations on one dashboard so I should be able to enter one item (and any modifiers, menus, etc, and click a button for each shop to send the info out. Having to enter the item three times and build modifiers three…

    1 vote

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  8. Several requests where merchants want customers to be able to order online but, not pay online.

    Ex: Non-profit prepares meals for less fortunate. They order online and pickup in store. Merchant is paid by the state so the customer never pays them.

    1 vote

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    0 comments  ·  Website  ·  Admin →
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  9. As of lately the default setting for reporting is the condensed viewing. I would like the option to set default to full report. the condensed viewing does not work for my business and it's an added step each device to make the filter change to full report.

    1 vote

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  10. Allow longer than 14 days of pre-authorizations to show on the clover dashboard reporting, preferably 30 days for longer order completion timelines that merchant businesses have

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  11. With the latest update in Clover Dashboard, I am now unable to view open orders directly and there is no way to filter easily to see the details of open orders. On the clover dashboard Sales Activity > Orders, there is no option just to view open orders history. On the Home page of the dashboard there is a Activity section of "Open Orders" which used to provide a direct filtered view of Open Orders but now just goes to the main Orders page with no filters applied. I need to actively manage my open orders at the restaurant and…

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  12. I used to be able to see the invoice number next to the transaction but now we have to click into the transaction to see it. Yes, I can live with that but when I go back to see the rest of the transactions it reloads the screen and takes me back to the top and resets my filters I add and I have to scroll through each transaction again and try to remember where I was at. Also, it used to separate the price of the service and the customers tip but now it just combines them so now…

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  13. When I take a catering order and payment over the phone, I add the items in Register and take the payment and add a order note with the pickup date/time. Problem is that I can't generate a report of all the catering orders and sort them by pickup date and time. The orders app shows the catering orders but only sorted by the date/time the order was placed. Maybe if a pickup date/time option was added in the menu where discounts are added, that would work.

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  14. Your new interface on the clover website under "Transactions" is not good! This absolutely needs to be changed back. You cannot see the breakdown easily of taxes, tips, and sales. It's lumped together and you have to click on each individual transaction to get the view, and then when you click on the back arrow, it takes you to the top. This is the most awful update on any software I've ever experienced. You also cannot filter out the employees and see their sales. This absolutely needs to change back!!!!!!!!!!!!

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. I would love the ability to add a description per line item on the invoice. For example, if I am selling a package, I would like to include a description of what is included in the package.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  16. Adding the ability to draft & save invoices for merchants to review at a later time. We all get busy & I would love the ability to start an invoice, save, & revisit when I'm ready to send.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  17. After clicking on the Invoice option, be able to export the invoices issued to an excel file.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  18. When exporting transaction data, it would be nice to see if a payment was paid via invoice issuance or if an employee actually made the payment. I have found a workaround, but it is exhausting.

    1 vote

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  19. Can an option be added to limit Employees ability to add Gratuity (or any other Service Charge) manually without a Manager or Administrator approval? Similar to the way voids are handled after an item has been printed.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  20. I would love to see a class booking feature. For example, a scheduled 1 hour class that has a capacity for 10 customers to register for it. Bookable by time slot, employee, etc.

    I would love a product that can support a spin studio, yoga studio, or personal trainers.

    1 vote

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