⚙️ Step 1: Set Up Your Devices

1. Plug in your devices and turn them on.
2. Follow the on-screen setup guide.
3. Check your email for an activation code and use it to complete setup.

🧾 Step 2: Set Up Taxes (Clover Dashboard)

1. Go to the Settings tab (top right).
2. Scroll down and click View All Settings.
3. Click Taxes and Fees under Business Operations.
4. Click Add a Tax Rate.
5. Label it GST and set the tax amount to 10%.
6. Mark it as default.
7. Press Save.

🧾 Step 3: Set Up Receipts (Clover Dashboard)

Receipt setup for Payment Receipts

• Go to the Settings tab (top right).
• Click on Payment Receipts.
• Adjust merchant and customer receipts in Printing Preferences.
• Add a logo.
• Customise Display Preferences for receipt content.

Receipt setup for Order Receipts

• Go to the Settings tab (top right).
• Scroll down and click on View All Settings.
• Go to Transactions > Order Receipt.
• Customise and adjust Order Receipt settings.

🧩 Step 4: Create Order Types (Clover Dashboard)

This is useful if you have common order types such as Dine In or Takeaway.

1. Go to the Settings tab (top right).
2. Scroll down and click on View All Settings.
3. Go to Transactions > Order Types.
4. Click Add Order Types (e.g., DINE IN, TAKEAWAY).

📦 Step 5: Build Your Inventory (Clover Dashboard)

Adding categories to your POS

• Click on Items in the left-hand panel.
• Click Categories and then Add Category (green button).
• Label the category and press Save.
• Select the category and begin adding items.
• Press Save when done.
• Example Categories: FOOD, BEVERAGES, MAINS, DESSERT.

Adding Printer Labels to your POS

These labels are for your printers (Kitchen printer, Bar Printer, Floor printer). Assign the labels to your items to make sure they print in the right place.

• Click on Items in the left-hand panel.
• Click Printer Labels and then Add Printer Label (green button).

Adding Modifier Groups to your POS

• Click on Items in the left-hand panel.
• Click Modifier Group and then Add Modifier Group (green button).

To add modifiers to the modifier group.

• Once you Add Modifier Group, add the modifiers under this group.

Example: Create a Steak Modifier Group - add the modifiers Rare, Medium Rare and Well Done.

• Then attach the Modifier Group to the specific item.

Adding items to your POS

• Click on Items in the left-hand panel.
• Click Add Item (green button).
• Assign a category for the item.
• Assign a printer label for the item.
• Assign a Modifier Group for the item if needed.
• Set stock level in Item Tracking, if needed.

How to upload your own items in bulk

• If you have existing inventory, importing items to your POS is easy. Click on the Import option in Items and upload your items in a separate window.
• Use the template to ensure your data matches up correctly.
• Download the inventory template below.

(Find a way to link the inventory template here***)

👩‍💼 Step 6: Employee Management (Clover Dashboard)

Adding employees

1. Go to Employees on the left-hand panel.
2. Click Add Employees (green button).
3. Fill in the details, including adjusting the Access they have (for example Employee, Manager and Admin) and assigning unique passcode (this code lets the employee access terminals).
4. Click Save (info will be emailed to the employee).

Managing employee permissions

1. Go to the Employees page.
2. Click on Permissions.
3. Expand View App Permissions.
4. Adjust access roles.
5. Click Save when finished.

📊 Step 7: Reporting

• The dashboard has a number of easy-to-use reports.
• Use the Clover GO App (iOS/Android) to access reports on the go.

📴 Step 8: Set Up Offline Mode (Clover Dashboard)

In case of an outage or any connection issue, set up Offline Mode so you can still take payments.

How to set up offline payments

1. Open a browser and go to the Clover login page.
2. Log in to your Clover account.
3. Go to Settings (top right) and select either:
   • Account & Setup, or
   • Settings > View all settings (depending on what you see).
4. Under Transactions, click Payments.
5. Scroll down to Offline Payments and click Edit.
6. For each device, choose:
   • Do not allow offline payments (disables offline payments), or
   • Allow offline payments (enables transactions when there’s no signal).
7. Optional: set limits
   • Limit each offline payment to $___
   • Limit total offline payments to $___
   • Require approval for offline payments over $___
8. Click Save.

⚡ Step 9: Set Up Quick Access

On the Clover Flex

1. Enter your passcode into the Clover device.
2. Open the Employees app.
3. Tap the three lines (top left) and go to Settings.
4. Toggle Quick Access on.
5. Exit the screen properly.
6. Turn the device off and on — you should now see the Quick Access button appear.

🧾 Step 10: Remove Cheque from Tender Types (Clover Dashboard)

1. Go to the Settings tab (top right).
2. Scroll down and click on View All Settings.
3. Go to Transactions > Payments.
4. Click Edit on Tenders.
5. Untick Check.
6. Save.

🏷️ Step 11: Staff Discounts (Clover Dashboard)

1. Go to Items and then click Discounts.
2. Click Add New Discount.
3. Enter a Name for the discount and Amount (you can change it to $ or %).
4. Click Add.

🖨️ Step 12: Connect Your Order Printer to Your Device

Make sure your Order Printer is connected to the same Wi-Fi as your Clover device.

1. Make sure your Order Printer is on the same Wi-Fi network as your Clover device.
2. On your Clover device, open the Printers app.
3. Tap the green ‘+’ button to add a new printer.
4. Choose whether the printer will be used as an Order Printer or a Payment Printer.
5. Select the Printer Label you want the printer assigned to (e.g., “Kitchen” or “Counter”).
6. Test the setup by printing a Test Receipt or firing a Test Order.

✅ Your Clover device and printer are now linked and ready for use.

Compatible Third Party Printers

📉 Step 13: Enable Automatic Stock Count (Clover Dashboard)

Step 1: Enable stock tracking in settings

1. Log in to your Clover Dashboard.
2. Click the Settings cog (top-right) and select View All Settings.
3. Under Business Operations, click Inventory.
4. Next to Stock Tracking, click Edit.
5. Toggle on:
   • Track Stock
   • Automatically Update Item Counts
6. Click Save.

Step 2: Enable automatic availability per item

1. From the Dashboard menu, go to Items > Item List.
2. Select the item you want to update.
3. Tick the box for Automatically Manage Availability.
4. Click Save.

✅ Once enabled, Clover will automatically track stock levels and adjust item availability based on sales.