Frequently Asked Questions

Why under my CRM do some clients have phone numbers and others don't?
Many customers  make a purchase from your without providing a phone number or email. These transactions will show up in your CRM. The unique credit card is ...
Mon, 19 Feb, 2018 at 10:15 PM
How do I add customer birthdays to the CRM?
1. You can add it during your check out process on the Clover Station by pulling up the customer as shown below. 2. When importing customer lists, add ...
Mon, 19 Feb, 2018 at 10:22 PM
How do I set up a punch card (points)?
1. Go to Marketing->Create Campaigns and enter the discount reward you'd like to offer. 2.  Click on Punch card and select 5/10/12 visit card...
Mon, 19 Feb, 2018 at 11:00 PM
How do I set up a Lost/Lapsed Customer offer?
1. Go to Marketing->Create Campaigns and enter the discount reward you'd like to offer. 2.  Click on Lost customers and select 30/60/90/120/1...
Mon, 19 Feb, 2018 at 10:54 PM
How do I customize or modify a coupon?
The default campaigns with standard coupons are created with just three clicks as shown below 2. If you'd like to change the look of the coupon, do...
Mon, 19 Feb, 2018 at 10:59 PM
How do I send a message and not an offer?
The CRM is primarily intended to send offers. To send marketing messages, take the following steps. 1. Go to Marketing->Create Campaigns and select ...
Mon, 19 Feb, 2018 at 11:27 PM
How do I ask customers to write a review?
Mon, 19 Feb, 2018 at 11:28 PM
Clover Station: How do customers enter their information?
In the Pay screen, Tap on the Customer CRM Widget Flip the screen to your customer Ask the Customer to tap on "Create a Customer" and update...
Fri, 23 Feb, 2018 at 2:56 PM
How do I set the expiry date for my offers.
1. Go to Marketing->Create Campaigns and set up your offer 2. At the bottom of the screen DO NOT  hit [SEND], but click on "Modify Message"...
Wed, 28 Feb, 2018 at 11:04 AM
How do I use Yelp connections to attract new customers?
1. Identify your best customers by "Activity Score", Top spenders, or Most frequent customers 2. Click on the identified customer to ask for...
Fri, 2 Mar, 2018 at 7:30 PM