Quick-Start Checklist

Account Setup

1. Confirm your email from Clover’s Welcome Email.
2. Log in to the Clover Dashboard.
3. Complete your business profile (name, address, contact info).

2. Hardware Setup

• Unbox your Clover device and accessories.
• Connect the power adapter and charging dock.
• Place the device on the dock and power it on.

3. Dashboard Configuration

• Set your business hours and time zone.
• Configure tax rates and tipping options.
• Add inventory items, categories, and prices (Essentials Service Plan required).
• Set up employee profiles and permissions.

4. Payment Settings

• Enable payment types (credit, debit, cash).
• Test a transaction to confirm everything works.

5. Security & Compliance

• Set up secure passwords for all users.

6. Go Live

• Print a test receipt.
• Start accepting payments!