Start here
about 25 minutesYour intro call with David
David will call you directly to welcome you, walk through exactly what happens next, and go over your equipment options. Watch for a call from (615) 610-3272.
Missed the call, or want to pick a time that works better? Book it here.
Fill out your onboarding form
This is what we use to prepare your Clover merchant application for you, so you don't have to fill it out yourself.
- Your legal business name and address
- EIN (US) or Business Number (Canada)
- A voided check for the business account (photo or PDF, you'll upload it in the form)
- Name, contact info and ownership % for every owner
Only one person fills out the form, but include every owner. Missing owner info is the #1 reason approvals get delayed.
Approvals
watch your emailSign your merchant application
Once your form comes in, we fill out your Clover merchant application and email it to you for a digital signature. Every owner signs from their own email.
Don't see it? Check your spam folder, or text David at (615) 610-3272.
Choose your equipment option
We'll go over your equipment options together on your intro call. Tick this once you've picked the one that fits your store.
Getting ready to open
we'll reach out to youSet up employee management with Homebase
We'll introduce you to John Rivera at Homebase, who sets up employee management for every HB location. Watch for his email and tick this once your account is set up.
Install and staff training day
Alex sets up your Clover Duo and trains your team on taking orders and payments. We'll schedule the date with you. Plan to have your opening crew there.
Meanwhile, on our side
Here's what we're handling while you knock out your steps.
- 1ApprovalYour merchant application goes through underwriting.
- 2Online ordering connectedWe connect online ordering and load the standard HB menu.
- 3Built and testedYour Clover Duo is set up and tested before it ships, so it arrives plug and play.
- 4ShippedYour Duo ships straight to your store.
- 5InstalledAlex sets it up and trains your team.
- 6LiveYou're open and taking orders.
Then you're open
Online and in-store orders flow straight into your Clover, tickets print in the back, and you're taking payments from day one.