In the box with your Clover Flex card terminal, you should also receive :
Screwdriver
Power brick
Charging cradle
2x Power cord
Receipt paper
Please get in touch with us if any of the contents are missing.
Setting up the terminal
Plug the power brick into the charging cradle.
Attach the power cord to the power brick and plug the power cord into a power source.
Place the device on the charging cradle. A battery icon will appear on the screen.
Press and hold the power button until the Clover logo appears on the screen. Clover Flex should now be powered on.
Connecting via Wi-Fi
1. On the Network Connection Screen, tap Wi-Fi.
2. Tap On to set Wi-Fi on (green).
3. Select your wireless network from the list of available wireless networks.
If you do not see your Wi-Fi network name, you may have a WEP or open access network. Please connect your Clover Flex to a WPA or WPA2 network for PCI compliance reasons.
4. Enter in your wireless network password.
If you enter the incorrect password, you will be prompted to Try Again until you enter the correct password.
5. Tap Connect
High-traffic activity on the same Internet Connection as your Clover Flex, such as streaming music or videos, can disrupt or delay your processing. You should either avoid this activity or ensure that you have sufficient bandwidth to support simultaneous activities.
Activating your terminal
1. Look for emails from Clover Support ([email protected]) that contain your activation code(s).
For your convenience, we will resend an activation code email to you when your device first connects to the Internet. Look for the subject line “Clover Activation Code”.
If you have already set up your Web Dashboard account on www.clover.com/home, you can log into the Web Dashboard and find the activation code listed at the top.
If you can’t find the email, try searching in an All Mail folder or check your spam folder.
2. Activation codes are unique and provided for each device.
If you ordered multiple devices, you will need to enter the correct activation code per device, based on the device’s serial number.
The serial number of your device can be found at the top of the activation screen.
Your device may reboot several times during the installation process. This is normal as Clover updates its Operating System, and you will be able to continue setting up your merchant account after it reboots.
3. Locate the activation code for the serial number of the device you wish to activate.
4. Enter the 8-digit activation code using the number pad on the touchscreen.
Setting up your admin account
If you’re activating your first Clover device, you’ll be prompted to create an Admin Passcode.
1. Enter a 4 or 6-digit Passcode that you would like to use to access your Clover device(s) as the owner/admin.
2. Re-enter that Passcode to confirm.
You can change this Passcode in the future in the Employees app.
After entering your activation code, your apps should begin installing. Please wait until the install process is complete.
You can customize Clover by installing additional apps in Clover App Market.
Installing your receipt paper
To make sure your printer is ready, load the paper into your device and press Print Test Receipt.
Customising your passcode, tip, and signature settings
You will be customizing your device for the first time. Remember, you can always make changes to these settings in the Setup app.
Customize your device with the following questions:
1. Do you want to require a Passcode to unlock your device?
Yes, require a Passcode – We recommend that every employee have a Passcode to unlock your device. It provides added security and more detailed reports.
No, don’t require a Passcode – We created an option for you not to require a Passcode upon entry. However, we recommend for you to require your employees to enter their Passcode into your Clover Flex.
2. Where do you want to take tips and signatures?
On the Clover Flex screen
On printed receipt
3. Tap Continue to complete customization.
Changing employee passcodes and logins
About Employee Passcodes
A Passcode allows you to provide different permission levels to different employees and also track their activities. You may choose to operate without a Passcode, however the Passcode-less login is less secure and does not allow for advanced functionality associated with an owner.
To Set Up or Change an Employee Passcode
1. Tap Employees app on the home screen of your Clover Flex.
2. Tap Employee name.
3. Tap the Pencil icon to change Passcode.
4. Type in six-digit Passcode.
5. Tap Save.
You can change employee Passcode length to either 4 or 6 digits in the Employees app Setup tab in the Web Dashboard.
To Allow Login Without an Employee Passcode
1. Tap Employees app on the homescreen of your Clover Flex.
2. Tap the Menu icon at the top left of the screen (three horizontal bars).
3. Tap Settings.
4. Select Allow unlocking your Clover devices without a Passcode (as “Employee”).
5. Employees can tap Quick Access to log in without adding a Passcode on the home screen.
If logged in without a Passcode, you can access the owner functionality by pressing the power button twice. Then enter your passcode.
Customising your reboot time
Clover Flex needs to restart once every 24 hours to install any necessary updates for your Clover system. Please select a reboot time that will not be disruptive to your business.
1. Swipe down from the top of the device, twice.
2. Tap Settings – the Gear icon at the top right of the screen.
3. Scroll down and tap About Clover Flex.
4. Tap Reboot Time.
5. Set time by holding down and moving the green dot to set the desired
time.
6. Tap OK.