Using the Club Caddie App on the Clover Flex
Step by Step:
- Select Environment: Open the Club Caddie app and select the appropriate environment.
- Enter Credentials: Enter your username and password to log in.
Step 2: Selecting the Correct Terminal.
Make
sure you select the correct terminal with Clover credentials. The credentials
are tied specifically to the terminal where they are set up in the POS system.
If the “Beverage Cart” terminal lacks the Clover credentials, you
must not select it for processing transactions. Doing so will result in sales
that don't finalize or process, causing potential issues for your operations.
- Choose
Terminal: Select the terminal that has the Clover credentials associated
with it.
- Importance
of Credentials: This ensures that all transactions are
processed correctly and finalized.
Step
3: Creating, Editing, and Deleting Tabs:
Creating
a Tab: Click the plus button and then "Create Tab." You
can add items to this tab by navigating through the options.
- Search for Customer/Member Name and assign this tab.
- Enter Name or Table Number.
- Skip associating this tab at this
time and select Create Tab.
A new tab will be created.
Editing
a Tab: Hold down the tab and select Edit to add or change customer details.
Deleting
a Tab: You can delete a tab by selecting Delete in the edit menu.
Step
4: Adding Items to the Tab.
1. Select
the Tab: The register subdepartments will appear.
2. Select
Items: Navigate through the categories to find and add items to the tab.
3. Confirm
Additions: Ensure each item is added by tapping the tab summary in grey, or if you are ready to checkout, tap Checkout.
4. Pay Now: You will be
prompted to the next screen to confirm items and tap Pay Now.
Step 5: Saving Tabs to Pull from POS.
To ensure seamless operations:
Save
Tabs: Always save your tabs so they can be accessed from the POS
system. This is crucial for syncing data between devices. You cannot
access the tab from the POS unless it has been saved. Note: You cannot have a tab open on multiple devices
simultaneously.
Step
6: Paying for the Tab.
When it’s time to pay, here’s how to
process the payment:
2. Process Payment: Follow the prompts to complete the transaction.
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