Clover

About

Clover POS is a cloud based point of sale system is built on Android.

Launched
January2024

Article Last Updated
May 2024

Category
POS

What’s Supported?

Feature	Supported	Not Supported
Clover POS Devices	Clover Station2018 Clover Station Solo Clover Station Duo** Clover Mini 2 Clover Mini 3 Clover Flex 2 Clover Flex 3	Clover Mini (Series 1) Clover Flex (Series 1) Clover Station (Series 1)
Spendgo Loyalty Features	Look up by Phone number Accrue points for loyalty claimed orders Claim receipt to accrue points for orders not claimed at the store Redeem Spendgo offers/rewards*** Combine Spendgo rewards with non-Spendgo rewards Loyalty reversal on refunded order	Look up by email or Loyalty ID. QR scanning. Member registration through Clover CDS.
Base Program Types	Points Banking	Shop with points
Basket Level Rewards/Offers Types	$ Discount (Rebate) % Discount (Discount) Bonus Points
Item Based Rewards/Offers Types	BOGO Free Item $ Discount % Discount Bonus Points Price Adjustment
Rewards shown for selection	Upon looking up the Member after creating the order, only the rewards applicable to the order are shown. There is no way to look up all available rewards from the POS. Members can look up all available rewards from the Spendgo Member Portal. If the order changes, the applied reward is removed automatically. Rewards will have to be re-looked up and applied.
Discount code setup	No discount code setup is needed in Clover for setting up the integration.
Online and In-Store Ordering Platforms	DoorDash Storefront

** Loyalty lookup available in the cashier facing display only.

*** Only one Spendgo reward can be applied to the order. Rewards stacking is not supported. However non Spendgo discount/coupons can be applied along with Spendgo reward.

Things to Know

Support for Voids/Refunds: This is what happens to loyalty on the order after a closed order is reopened and modified in the POS.

Action

Loyalty Processing

Order is fully refunded

Loyalty on the order is revered.

Points accrued on the order is reversed
Any Spendgo Reward applied to the order is added back to the Member’s balance

Order is partially refunded

Partial loyalty reversal is not supported in Spendgo. Partial refund is also treated same way as the full refund.

In order to keep the loyalty on the partial refund to be processed correctly, it is recommended to fully refund the order and create a new order with the updated order details.

Order is updated

Any further loyalty update on a closed order is not supported in Spendgo.

In order update the loyalty on the order, it is recommended to void the order and create a new order with the updated details.

Loyalty processing on the order: The loyalty processing (points and rewards balance update) on the order is not in real time. The order from Clover is pulled from Clover system after the order is placed so it takes 30-45 seconds for completing the loyalty processing on the order. This means
- The completed order show up in Dashboard after 30-45 seconds.
- The claimed reward is not removed from the Member’s balance until 30-45 seconds after the order is completed.
- The reward is validated for the order when applying, but there is a rare chance that when the order is completed, the applied reward is not valid but because this re-validation of reward cannot be done in real time, the Member will get discount but the reward balance does not get updated.
Order ID Format: All Member or guest orders placed from Clover POS usually show up an Alphanumeric ID such as XTE83HF9CPSBA.

Notes about the order receipt on Spendgo Dashboard

Please note that the receipt view of the order in Dashboard does not fully match with the customer receipt generated by Clover.

Receipt Subtotal: The Subtotal shown on the Dashboard receipt matches with the Subtotal on the Clover receipt. Clovers subtotal reflects the sum of line items and not the applied rewards/discounts/coupons.
Receipt Total: The Total shown on the Dashboard receipt matches with the Total on the Clover receipt. However, it may not tally with the other numbers (line item prices, subtotal, Tax etc.) on the receipt. Receipt total reflects the sum of line item prices including modifiers + Tax + Tip + other charges minus the applied rewards/discounts. However the dashboard receipt does not show tips and other charges.

Integration Setup

Requirements

Spendgo integration can be enabled location by location from Clover Dashboard. Access to the Clover Dashboard is required to enable the integration.
If already using Clover POS, check if any of the devices running at the location(s) are on older unsupported Clover devices. The following clover devices are not supported and will have to be upgraded to newer supported devices.
- Clover Mini (Series 1)
- Clover Flex (Series 1)
- Clover Station (Series 1)
We recommend that if the Clover test lab is available, the integration is enabled and tested at the lab before rolling out to other locations.

How to Enable the Integration

Step 1. The Merchant confirms the location(s) is ready for setting up the integration.

Task Owner	The Merchant
Required Input	The locations to enable the integrations are identified.
Procedure	Review the requirements mentioned above and confirm the location(s) is ready for enabling Spendgo Integration

Step 2: The Merchant Informs Spendgo CSM to initiate the integration setup

Task Owner	The Merchant
Required Input	Identify the locations to enable the Spendgo Integration.
Procedure	Inform Spendgo Customer Success Manager (CSM) (csm@spendgo.com) the list of locations that needs to be enabled.
Data to share	List of locations to enable the integration.

Step 3: Spendgo CSM co-ordinates integration setup activities.

Task Owner	Spendgo Customer Success Manager
Required Input	Authorization from the Merchant to enable the integration
Procedure	Co-ordinate with the Merchant the date and time for setting up the integration. Evaluate if there is any testing required after the integration. If any testing is required, setup the testing time. If the integration has not already been enabled for any of the Merchant locations Obtain the Merchant contact to whom the Spendgo API credentials be sent to. Instruct the Integrations team to setup and share Spendgo API credentials with the Merchant.
Data to share	Share with the integration team Merchant contact to whom the API credentials should be sent. Locations list
Outcome	The time slot for enabling the integration is setup with the Merchant. Working session is setup with the Merchant for testing, if required. Instructions sent to the integration team

Step 4: Spendgo Integration team shares API credentials with the Merchant

Task Owner	Spendgo Integrations Team
Required Input	Authorization from CSM and the Merchant contact to send the credentials to.
Procedure	If the credentials are already not shared with the Merchant, Setup the POS API key in Spendgo Admin portal Share the API credentials securely in a 1Password link with the Merchant contact. Include the below information in the 1password secure note. Merchant’s Brand Id in Spendgo Store Codes for the requested Merchant locations in Spendgo Spendgo Integration API credentials. Api Key Api Secret Refer to internal documentation for detailed instructions.
Data to share	API credentials and Brand ID and Store IDs with the Merchant in the secure 1Password note.
Outcome	Merchant has all information needed to setup the integration.

Step 5: The Merchant enables the integration from the Clover Dashboard

Task Owner

The Merchant

Required Input

Spendgo API Credentials and other info shared by Spendgo Integrations team

Procedure

Please note that:

Spendgo Loyalty is certified as by Clover and set as Private app. Clover does not list the private apps in the App Market and hence cannot be found in the App Market.
The loyalty integration between Spendgo and Clover POS uses the integration platform from Link (https://linktoany.com/ ). This will bring up the list of Merchant Locations. If you are enabling integration for multiple locations, keep this browser tab open. When you click on a location, it brings up the Link integration portal.

For enabling the integration follow the below steps

Login to Clover Dashboard.
On the same browser where you logged into the Clover Dashboard, open a different browser tab and launch Spendgo Loyalty App using the the private app URL: https://www.clover.com/oauth/authorize?client_id=0VGZ5VQHQGKA4 ( www.clover.com/oauth/authorize?client_id=0VGZ5VQHQGKA4).
This will bring up the list of Merchant Locations. If you are enabling integration for multiple locations, keep this browser tab open. Enabling the integration for location has to start from this page. When opening a location, right click on the location and open it in a different browser tab so that this browser tab remains for you to easily come back to.

When the location is opened on a different browser tab, it brings up the integration portal hosted by Link. While bringing up this page, the Clover API credentials for the location is automatically pulled from Clover using the Clover oAuth process. There is no other direct way to obtain the Clover API credentials. This is the reason it is important to always start with the above location listing page to enable integration for the location.

It brings up the page to enter the Spendgo API credentials. Enter the details as follows and click “Save”

Name: Give a name for this location. The location is listed using this name in the Link integration Portal.
Brand ID: This is shared by Spendgo in the 1Password note. Please note that Brand ID is same for all locations and therefore needs to be entered only for the very first location. For the rest of the locations this field comes up pre-filled.
Store Code: This is the Spendgo Store code for the location shared in the 1Password link.
Api Secret: This is shared by Spendgo in the 1Password note. Please note that Brand ID is same for all locations and therefore needs to be entered only for the very first location. For the rest of the locations this field comes up pre-filled.
Api Key: This is shared by Spendgo in the 1Password note. Please note that Brand ID is same for all locations and therefore needs to be entered only for the very first location. For the rest of the locations this field comes up pre-filled.

In the “Choose a flow to Apply this integration” section, the Spendgo account just created shows up. If not, select the account just created and click on “Add integration”. The integration is listed on the Link portal. But please note that no integration can be directly added from here. After a location is added, close the tab. For enabling any other location, you have to start from the location list in step 3. If you have not saved the tab that lists the location, start from the step 2 again.
At the locations reboot all the POS terminals or do a refresh from the Register App. This will download and install the App on the device(s).
After the reboot, confirm that the Spendgo Loyalty App appears on the listed apps in “More Tools”.

Outcome

The integration setup is complete on the Clover Dashboard

Step 6: The Merchant Refreshes the POS Terminals

Task Owner

The Merchant

Procedure

After the integration is enabled on the Clover Dashboard, reboot all the POS terminals or do a refresh from the Register App at the location(s). This will download and install the App on the device(s).
After the reboot, confirm that the Spendgo Loyalty App appears on the listed apps in “More Tools”.

Double click to open the App once and close it. This will enable the “Loyalty Rewards' button in the Register app and disable the “Allow Display over other apps if it is in the enabled state”. There will be no further need to open this app.

Outcome

The integration setup is complete

Step 7: Verify the Integration

Task Owner

The Merchant

Procedure

After setting up the integration, quickest way to check if the integration is working is to do the Loyalty Member look up. Please refer to the “Loyalty Member Lookup” in the “Loyalty Flow” section below.

If the “Loyalty Discount” button is showing on the payment screen and brings up the customer lookup window when clicked, enter a 10 digit US/Canada phone number. If it results in an “Something went wrong while processing the request” - make sure the device is rebooted and try again. If still there is an error, then there is an issue with the integration. Please report to Spendgo Customer Success Manager (csm@spendgo.com) and Spendgo Integration team (integrations@spendgo.com).
If the basic validation is successful and if this is the first location (preferably the lab store) inform the Spendgo Customer Success Manager. Spendgo Customer Success Manager follows up with the Merchant to complete the testing.
If this is not the very first location and the basic validation is successful, the completed orders should start showing up in Dashboard. Please note that there is a 30-45 seconds delay between when the order is placed and when the oder shows up in the Spendgo Dashboard. Wait for a few orders to be completed on the POS stations inform the Spendgo CSM (csm@spendgo.com). Spendgo CSM can look up in the Dashboard that the orders are coming in and being processed

Editing an integration

If configuration needs to be updated for any reason. Open the Shoppinpal page by following step (3) above. Since the integration is already enabled, there is no need to enter any details on the page. Click on the “Integration” link at the top of the page. Look for the location in the list and delete the integration setup integration again using the steps mentioned in the previous section.

Disabling the integration

To disable the integration the Spendgo Loyalty App needs to be uninstalled.

Login to the Clover Dashboard.
Click on “More Tools” → My Apps.
Then select the Uninstall app from the “Actions” menu next to “Spendgo Loyalty” App.

Reboot the devices or Refresh the POS from the “Register” App.

Loyalty Flow

The Spendgo loyalty integration is enabled, a “Loyalty Reward” button shows up on the payment screen in the Register App.

Loyalty Member Lookup:

After adding the items to the order, Cashier can look up the member by clicking on the “Loyalty Discount” button

Applying a reward:

After the member lookup, the available rewards are listed for selection.
To proceed without redeeming any reward click on “CLOSE”.
To redeem the reward, cashier selects from the available rewards list and clicks on “CONFIRM”.

After clicking “CONFIRM” the check is updated to show the discount applied.

Please note that, only the rewards applicable to the order is listed after the lookup. However, the rewards is revalidated again when applied. Though it is highly unlikely if for whatever reason the reward fails to apply an error is displayed.

Updating the check after applying the reward:

Click on the “Back” arrow to go back to go back and edit the check. New Item can be added or deleted , quantity modified or modifier changed.

If the check is updated, then the applied reward is taken off from the check. Reward will have to be reviewed and reapplied by click on the “Loyalty Discount” button on the checkout screen.

Changing the applied reward:

To change the applied reward, click on the “Loyalty Discount” again and switch the reward.

Switching the Loyalty Member after the lookup:

After looking up a number, if it needs to be changed, click on the “Back” button, change the phone number and lookup again.

Processing Voids/Refunds:

Open the completed orders and double click on the order

Click on “Exchange/Refund” and then select “Exchange/Refund”

Double click and open the payment and click “Refund”

Please note that using this menu, the checks can also be updated using “Exchange Items” and “Refund Items” options. We do not support Partial Refunds. So, “Exchange items” and “Refund Items” are treated the same way the “Refund Payment” - i.e. we reverse any points accrued and reward redeemed on the order.