Welcome to Clover. This guide is for merchants setting up Clover for the first time. Follow these steps in order to configure your account, activate your device, and process your first payment successfully.
Step-by-Step Instructions
- Activate your Clover account using the activation link sent to your email by your processor. This links your merchant ID to your Clover credentials.
- Log into dashboard.clover.com. Complete business information setup: legal name, address, phone number, and business type.
- Set up payment settings: configure default tip behavior, receipt options, and offline mode preferences under Setup > Payments.
- Activate your Clover device: power it on and log in with your Clover credentials. The device syncs with your account and downloads required apps.
- Build your inventory: add items, categories, and modifiers in the Inventory app or via CSV import.
- Add employees: set up employee accounts and PINs for all staff members.
- Configure printers: add and test all receipt and kitchen printers.
- Process your first test transaction: charge a small amount to a business card, confirm it processes, print the receipt, then void the transaction.
- Install KloverSupport from the Clover App Market for ongoing AI-powered support whenever you need it.
📌 Important Note: Complete the setup during off-hours before your first business day. A rushed setup leads to errors during live service when you can least afford them.
Frequently Asked Questions
Clover account activation can take 1–5 business days depending on your processor's underwriting process. Your processor will notify you when your account is active.
You can power on and explore the device interface, but payment processing requires an active merchant account. Complete the activation process with your processor first.
Clover's Help Center at clover.com/help includes video tutorials. KloverSupport's AI provides instant answers during setup. Your processor may also offer onboarding training sessions.
Still having trouble?
Our Clover experts resolve most issues in under 15 minutes — available 24/7.
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