Clover Mobile User manual

Congratulations
on the purchase
of your new
Clover Mobile

2Clover Mobile Install Guide — US 1.10
Set Up the Hardware
What’s included
Clover Mobile Dock Clover Mobile Printer
SIM door eject pin
(only for 3G)
SIM card tray
(only for 3G)
Optional Accessories
Clover Mobile Clover Clip
USB wall charger USB cable
Plug in the cables for your Clover Mobile
1. Plug in Clover Mobile’s USB outlet to a nearby wall outlet
2. Plug in Clover Mobile’s microUSB connector to the Clover Mobile port
3. Press and hold the Power button to turn on Clover Mobile. You will
know Clover Mobile is on when the Clover logo appears on the front
screen.
Back
2
3
1
If Clover Mobile does not
power on, leave the power cable
connected to a nearby wall out-
let for 20 minutes to charge the
battery sufciently. Then press
the power button again.
IMPORTANT
Charge Clover Mobile Printer If Applicable
1. Plug in Clover Mobile’s micro USB into
bottom of Clover Mobile Printer to charge
2. Plug in micro USB into power outlet
3. A white light will flash on the front of
Clover Mobile Printer to
indicate that it is charging.

3Clover Mobile Install Guide — US 1.10
Connect Clover Mobile to a Network
Once your Clover Mobile has started, select your primary language that you
would like Clover to be set up in.
Connect Device via 3G
1. On the Network Connection screen, please wait about a minute for the
SIM card to verify that it’s connected to the 3G network.
2. Tap Next when green check mark appears.
Connect Device via Wi-Fi
1. On the Network Connection screen, tap Wi-Fi.
2. Select your wireless network from the list of available wireless net-
works.
3. Enter in your wireless network password.
If you do not see your Wi-Fi
network name, you may have a
WEP or open access network.
Please connect your Clover
Mobile to a WPA or WPA2 net-
work for PCI compliance.
NOTE
High-trafc activity on the
same Internet Connection as
your Clover Mobile, such as
streaming music or videos,
can disrupt or delay your
processing. You should either
avoid this activity or ensure that
you have sufcient bandwidth
to support simultaneous
activities.
IMPORTANT
If red X appears when connect-
ing to 3G, tap More Info and
then Try Again.
NOTE

4Clover Mobile Install Guide — US 1.10
If you believe your code is in-
correct or you receive an error,
please contact Clover Support
NOTE
Activate Your Clover Mobile
Locate & enter your activation code
1. Look for emails from Clover Support ([e-mail]) that contain
your activation code(s)
• For your convenience, we will resend an activation code email to
you when your device rst 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 nd the activation code listed at the top
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 or in the tag in the printer section of your
Clover Mobile
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 touch-
screen
If you can’t nd the email, try
searching in an All Mail folder
or check your spam folder.
NOTE
Your device may reboot sever-
al times during the installation
process. This is normal as
Clover updates its Operating
System, and you will be able to
continue setting up your mer-
chant account after it reboots.
NOTE

5Clover Mobile Install Guide — US 1.10
Install Apps & Customize your device
Set up your Admin Account
If you’re activating your rst Clover device, you’ll be prompted to create an
Admin PIN.
1. Enter a 4 or 6-digit PIN that you would like to use to access your Clo-
ver devices as the owner/admin
2. Re-enter that 4 or 6-digit PIN to conrm
Install apps and access the App Market
After entering your activation code, your apps should begin installing.
Please wait until the install process is complete.
You can customize your Clover by installing additional apps in Clover’s App
Market.
Customize your PIN, tip, and signature settings
We will be customizing your device for the rst 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 PIN to unlock your device?
• Yes, require a PIN
• No, don’t require a PIN
2. Where do you want to take tips and signatures?
• On tablet screen
• On printed receipt
3. Tap Continue to complete customization
If you plan to accept tips,
please make sure the closeout
time is at least an hour after
your business has entered tips
for the day.
NOTE
If you do not see an option for
tips, your account is not yet
tip enabled. Call Support and
request to enable tips.
NOTE
You can change this PIN in the
future in the Employees app
NOTE

6Clover Mobile Install Guide — US 1.10
Pair with Clover Mobile Printer If Applicable
After you complete initial setup, you have the option to pair your Clover
Mobile printer and customize your device.
If you have a Clover Mobile Printer on hand, let’s pair it now:
1. Tap Next to begin
2. Load paper in your Clover Mobile printer by opening the Clover Mobile
Printer and inserting the included paper roll.
3. Turn your Clover Mobile Printer on by pressing and holding the power
button on its underside
4. After the Clover Mobile device detects nearby Clover Mobile Printers,
tap Pair under Clover Mobile printer that you would like to pair with
(the last 4 digits of the Clover Mobile Printer’s Serial Number should
display on the screen). The Clover Mobile should print out a pairing
code.
5. Use your Clover Mobile device to scan the pairing code that is print-
ed out from the Mobile Printer to complete the pairing process. You
should see that your Mobile Printer was paired successfully.
6. (Optional) You can Test the printer by tapping Test Printer to ensure
that the Clover Mobile Printer can receive print requests from your
Clover Mobile device
7. Tap Done
If you prefer not to pair your
Clover Mobile with your Clover
Mobile Printer at this time, tap
Skip instead
NOTE
To scan, press and hold down
on Clover Mobile’s trigger.
NOTE
At this stage, you can also
make a note of the last 4 digits
of the Clover Mobile Printer’s
Serial Number.
NOTE

7Clover Mobile Install Guide — US 1.10
Change Reboot Time and Employee PINs
Change Reboot Time on Clover Mobile
Clover Mobile 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 top-right of the device (near the clock).
2. Tap Settings.
3. Scroll down to About Mobile.
4. Tap Reboot time.
5. Set a time and tap Done.
About Employee PINs
A PIN allows you to provide different permissions levels to different employ-
ees, as well as track their activities.
You may choose to operate without a PIN, however the PIN-less login does
not allow for advanced functionality associated with an owner.
To Set Up or Change a PIN
1. Tap the Employees app from the homescreen of your Clover device.
2. Tap the Employee name.
3. Tap the Edit button.
4. Type in either a four or six digit PIN.
5. Tap Set Employee PIN when done.
6. Repeat steps for any additional employees.
To Allow Login Without a PIN
1. Tap the Employees app from the homescreen of your Clover device.
2. Tap the Setup button.
3. Select the Allow unlocking your Clover Mobile or Mini without a PIN
(as “Employee”) option.
4. Tap Done.
If logged in without a PIN, you
can access the owner func-
tionalty by tapping the lock
icon on bottom-right of device
and tapping Enter PIN.
NOTE
You can change employee PIN
length to either 4 or 6 digits in
the Employees app’s Setup tab
in the Web Dashboard.
NOTE

8Clover Mobile Install Guide — US 1.10
Using Clover’s 3G Data Plan
Clover offers a 3G data plan powered by T-Mobile. To use the T-Mobile data
plan, you must enable it in the Wireless Manager app.
1. Tap Wireless Manager app from the homescreen of your Clover Mini
or Mobile.
2. Any Clover 3G plan SIM cards display on the screen.
3. If a SIM is disabled tap Enable.
4. If device does not connect to 3G immediately, please restart your
Clover device.
You may try Clover’s T-Mobile
3G Data plan with a provided
30-day free trial.
After the free trial ends, you
will be billed as outlined in
the Wireless Manager’s App
Market description.
NOTE

9Clover Mobile Install Guide — US 1.10
Taking Transactions on Clover Mobile
1. Open the Sale or Register app
2. Enter the sale amount in Sale app or select items in Register app
3. Tap Charge in Sale app
or Pay, then Charge on card in the Register app
4. Insert chip-card, Swipe magnetic strip card, or allow customer to “tap”
with their contactless chip-card, Apple Pay, or Android Pay
• For an EMV chip-card payment
• For an NFC-enabled chip-card, Apple Pay, or Android Pay
• For a magnetic swipe payment
5. Ask the customer to enter their PIN or sign as necessary
6. Select your receipt option: Print, Email, or Text
7. Tap Done
If verifying signature, the
customer will need to sign
and return the device to an
employee. The employee will
need to verify the signature by
tapping Verify
NOTE