Clover Flex User manual

Congratulations
on the purchase
of your new
Clover Flex

2Clover Flex Install Guide — US 1.06
Set Up the Hardware
What’s included
Clover Flex
Power brick
Charging cradle
Receipt paper Power cord
(2 for EU)
Screwdriver
Clover Flex Features
Contactless
payment reader
Power button
& fingerprint sensor
Microphone
Magnetic stripe
card reader
Anti-theft security slot
Audio jack
Barcode scanner
Barcode trigger
Receipt paper door
Charging pads
USB Type-C connector
Speaker
Chip card reader

3Clover Flex Install Guide — US 1.06
Set Up the Hardware
Plug in the cables for your Clover Device
1. Plug the power brick into the charging cradle.
2. Attach the power cord to the power brick and plug the power cord into
a power source.
3. Place the device on the charging cradle. A battery icon will appear on
the screen.
4. Press and hold the power button until the Clover logo appears on the
screen.
5. Clover Flex should now be powered on.
12
3
5
4

4Clover Flex Install Guide — US 1.06
Connect Clover Flex to a Network
Once your Clover Flex has started, select your
primary language for your device.
Connect Device via 3G
In North America, Clover offers a 3G data plan powered by AT&T. You can
disable the plan in the Wireless Manager app, which you can access from
the App Market app after activation.
1. Clover Flex will automatically connect via the 3G network. Please wait
about a minute for the SIM card to verify that it’s connected to the 3G
network. Tap Next when green check mark appears.
2. Tap Next.
If red X appears when
connecting to 3G, tap More
Info and then Try Again.
NOTE
If your device is out of 3G
connectivity range, you can
set up your 3G service after
the install using the Wireless
Manager app. For instructions,
go to the section on Using
Clover’s 3G Data Plan in the
Customize Reboot Time & 3G
Data section.
NOTE

5Clover Flex Install Guide — US 1.06
Connect Clover Flex to a Network
Connect Device via Wi-Fi
1. On the Network Connection Screen, tap Wi-Fi.
2. Tap On to set Wi-Fi on (green).
3. Select your wireless network from the list of available wireless net-
works.
4. Enter in your wireless network password.
5. Tap Connect.
If you do not see your Wi-Fi
network name, you may have a
WEP or open access network.
Please connect your Clover
Flex to a WPA or WPA2 network
for PCI compliance reasons.
NOTE
If you enter the incorrect
password, you will be prompted
to Try Again until you enter the
correct password.
NOTE
High-trafc activity on the
same Internet Connection
as your Clover Flex, such as
streaming music or videos,
can disrupt or delay your
processing. You should either
avoid this activity or ensure that
you have sufcient bandwidth
to support simultaneous
activities.
IMPORTANT

6Clover Flex Install Guide — US 1.06
Activate Your Clover Flex
Locate & enter your activation code
1. Look for emails from Clover Support (app@clover.com) 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.
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 touchscreen.
If you can’t nd the email, try
searching in an All Mail folder
or check your spam folder.
NOTE
If you believe your code is in-
correct or you receive an error,
please contact Clover Support.
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

7Clover Flex Install Guide — US 1.06
Setup Admin Account & Install Apps
Set up your Admin Account
If you’re activating your rst Clover device, you’ll be prompted to create
an Admin Passcode.
1. Enter a 4 or 6-digit Passcode that you would like to use to access your
Clover device(s) as the owner/admin.
2. Re-enter that Passcode to conrm.
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 Clover by installing additional apps in Clover App Market.
You can change this Passcode
in the future in the Employees
app.
NOTE

8Clover Flex Install Guide — US 1.06
Setup Paper Roll on Flex
Insert paper roll into printer
To make sure your printer is ready, load the paper into your device and
press Print Test Receipt.

9Clover Flex Install Guide — US 1.06
Customize your device
Customize your Passcode, tip, and signature settings
You 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 Passcode to unlock your device?
• Yes, require a Passcode – We recommend that every employee
have a Passcode to unlock your device. It provides added security
and more detailed reports.
• No, don’t require a Passcode – We created an option for you not
to require a Passcode upon entry. However, we recommend for
you to require your employees to enter their Passcode into your
Clover Flex.
2. Where do you want to take tips and signatures?
• On the Clover Flex screen
• On printed receipt
3. Tap Continue to complete customization.
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 Passcode
in the future in the Employees
app.
NOTE

10Clover Flex Install Guide — US 1.06
Select a Plan
If setting up your Clover device for the rst time, you will be prompted to
select a plan.
The bank account associated with your merchant processing agreement
will be debited monthly. The plan features are described. Select a plan you
want by clicking the green Authorize button.
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