How to Use Your Clover Flex 4 Integration

Unlike other Clover devices, the Flex 4 attaches customers to a sale by searching from the register itself - there is no customer-facing TapMango tablet.

Using Your Clover Flex 4 Integration

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Step 1: Start a Sale and Review Order

Add the items to the sale as normal, then tap Review Order.

Step 2: Proceed to Payment

Tap Pay to proceed to the payment screen.

Step 3: Search for the Customer

When the Awaiting Membership Scan screen window pops up, tap Search and enter the customer's phone number.

Note: If the Awaiting Membership Scan screen does not appear and you are taken straight to the payment options screen showing CASH and OTHER, click TM Rewards under OTHER to look up the customer.

Step 4: Apply a Discount (Optional)

Once their customer profile loads, you will see the following:

• Customer Name, phone number and email
• Points
• Wallet Balance
• Rewards

Select the reward or voucher the customer wants to redeem, then tap Done.

Step 5: Complete Payment

You will return to the register page from Step 2, now showing the updated total with the discount applied. From here, you can either complete payment as usual or click Review Order to adjust the discount.

Shortly after payment is complete, the customer's account will update: points for the sale will be issued, and any used points or vouchers will be deducted.

Troubleshooting

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Awaiting Membership Window is not Popping Up Automatically

If the Awaiting Membership Scan isn't popping up automatically on Clover, it is likely due to one of a few issues. Two of these can be easily adjusted in your Clover settings.

1. Order Numbers must be set to "none"

Open the Setup app on Clover and navigate to Order Receipts > Order Numbers.

If "Manual" is enabled, the Awaiting Membership will not automatically pop up. It must be set to "None" or “Automatic (rolled over)”

• It is preferrable to set it to "None," but “Automatic (rolled over)” should be fine as it isn't supposed to interrupt the flow.

• If you choose to keep this setting on 'Manual,' you will be required to manually select 'TM Rewards' on Clover to look up customers, as there is no workaround for this step.

2. "Automatically take payment on Connected Device" must be disabled

There is a setting in Clover that auto-routes directly to the payment PIN Pad; this must be disabled in order for the 'Awaiting Membership Scan' to pop up.

• Click on the 3 lines in the top left corner

• Click into Settings and then click See Additional Settings at the bottom (text should be in blue)

• Click on Payments on the left hand side menu

• Under Payment device, deselect "Automatically take payment on Connected Device"

The "Automatically take payment on Connected Device" setting used to be called “Automatically take payment on PIN pad”.

Additional Questions?

As always, if you have any additional questions that aren't covered in this guide do not hesitate to contact us and we'll be happy to help.