Merchant User Guide

Customer Identification at Checkout

Clover — Customer Identification

How to identify a SpenVest customer at checkout using Clover.

2 min read

Clover merchants should use the SpenVest-compatible workflow supported by their Clover integration path. Depending on the setup, the SpenVest customer identifier may be captured through order linkage, notes, custom data, or app-supported order workflows before payment is finalised. Clover merchants should follow their store's configured checkout process and integration instructions.

Clover integration varies by setup

Unlike some POS systems with a built-in 'add customer to cart' workflow, Clover's customer identification process depends on your specific integration configuration and installed apps. Follow your store's configured SpenVest checkout workflow rather than assuming a universal Clover flow.

Clover checkout identification

1

Start the order in Clover

Begin the sale and add items as normal in your Clover POS.

2

Capture the SpenVest customer identifier

Use your store's configured SpenVest workflow to capture the customer identifier — this may involve scanning the QR code, entering the member code, attaching customer details via an installed app, or adding the identifier through order notes or custom fields.

3

Confirm identifier is captured

Verify the customer identifier has been recorded in the order before proceeding to payment.

4

Complete payment normally

Process payment through Clover as usual. The customer identification step does not change your payment workflow.

Exact workflows depend on configuration

Clover workflows vary by device, installed apps, and integration setup. Contact your SpenVest account representative or refer to your store's integration instructions for the exact steps.

Merchant User Guide