Presentation is loading. Please wait.

Presentation is loading. Please wait.

Setting up Clover Go account

Similar presentations


Presentation on theme: "Setting up Clover Go account"— Presentation transcript:

1 Girl/Parent Set Up Guide – Part 1 (please read both Part 1 & Part 2 before using Clover)
Setting up Clover Go account Follow the instructions you received in the welcome from Clover The provides a link to the Clover Dashboard and asks you to verify your address and to create a password You may use any device that has access to the internet to access the link from Clover to create your password Download the Clover application to your phone or tablet Enter the address that the Clover welcome was sent to and enter the password you created Accept the terms of service and follow the prompts When prompted to share location services select allow; if not, the app will not work properly When prompted create a 4 digit passcode If you have access to a Clover Go card reader, you can pair and configure it now or later from within the menu of the app. Please remember to charge the reader before any event Taking orders The first time you use the app, it will land in Quick Mode. You will need to slide the toggle to the right to switch to Inventory Mode. Add items to your order by tapping on each item. Tap as many times as the number of items sold To change quantity or remove an item from the order, swipe left and select Edit or Remove Or you can tap on the caret ^ to open up the cart and edit or remove items that way Once order is built, tap Checkout If you are using a card reader: Make sure the card reader is turned on and connected. A PREVIOUSLY paired card reader should connect automatically to the same phone/tablet that it was paired with in the past To pair for the first time, open Menu, turn card reader on, then tap Pair Contactless + Chip Reader and follow the instructions Insert, Swipe or Tap card/phone/watch and then follow the on-screen instructions It is important to be sure that you are inserting/swiping/tapping the card the right way. See pictures below. Also, there is a tutorial that you can watch if you tap on the ? on the Take Payment Screen within the app If you do not have a card reader: Tap Key/Scan and either hand key the card number or use the camera of the device to scan it in Or you can record cash and check sales If a Transaction Declined message is received, you will be taken back to the collect payment screen and should ask for a different card or a different form of payment such as cash Once the transaction completes, if signature is required the signature screen will be present Note: Signature is not always required If the customer would like a receipt, you can send via , text or AirPrint/GooglePrint if such a printer is in range. Or you can complete without sending a receipt

2 Girl/Parent Set Up Guide – Part 1
Girl/Parent Set Up Guide – Part 1 (please read both Part 1 & Part 2 before using Clover) Girl/Parent Set Up Guide – Part 1 Issuing refunds / resending a receipt Access Transaction History to see all transactions, with summary of $ and # orders for that day The full order will stay with the day it was processed, but refund entries will appear under the day each refund was processed as an informational item Once a specific transaction is selected, a girl can issue a refund or resend a receipt Can only refund a transaction to the card used to purchase the item You can refund 1 or all boxes, but each individual item will be refunded in full Refunds should be issued for mistaken entries (i.e., charged for 3 boxes instead of 2) or charging the wrong credit card. If customer has a quality complaint or issue with their purchase, they should contact the Council directly Opening the Transaction History initially pulls 7 days worth of history. If that doesn’t pull up the transaction you need, tap the caret by the displayed date range and enter a different range. Select specific transaction and reissue receipt or refund Can the phone or tablet be shared with other girls/parents? Yes, but each girl has to log in with her OWN Clover Go credentials If you were the last person to use the app on this phone/tablet, your name should appear on this screen (“Welcome Back, xxxx”). In that case, just enter your passcode. The screen will display the proper amount of digits based on that configuration If you were not the last person to use the app on this phone/tablet last, select Switch User, in which case the screen on the right will be displayed with all users that have previously activated on this phone/tablet. If you see your address, select it and the passcode screen will appear with your name after the words Welcome back If you do not see your address in the list, you can tap New User, which will allow you to activate a new user on this phone/tablet What if I still have questions? Refer to “Part 2” of this set up packet For questions about technical issues or problems with your Clover Go account or device, please call the Clover support team 24/7 at , providing case number


Download ppt "Setting up Clover Go account"

Similar presentations


Ads by Google