Set up your Clover. We'll walk you through it.
Step-by-step guides for getting your Clover system live — from unboxing to your first sale in under half a day. Pick your device, follow the steps, ask us if anything's unclear.
From unboxing to first sale in 6 steps.
The exact path our specialists walk every new customer through. Each step builds on the last — follow them in order and you'll be ringing real transactions before lunch.
Unbox & power on
Plug it in, push the power button, wait for the boot screen.
Connect to network
Wi-Fi or Ethernet — your device runs both, with auto-failover.
Sign in
Log in with the credentials in your welcome email. First sync starts.
Load your menu
Import items, set categories, add modifiers and pricing.
Configure payments
Test a card, set tip prompts, enable Apple Pay and Google Pay.
Train your team
Add staff users, assign roles, walk through ringing a sale.
Every guide, organized by topic.
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Stuck on a step?
A Great POS specialist can walk you through any setup on the phone, or come to your location. Same-day in major Canadian metros.
Before you start.
The most common questions we hear from new customers in the first week.
Yes — and it's free with every Clover system. Choose between a 30-minute remote setup over phone/video, or have a specialist come to your location. For Kiosk, on-site setup is the default since it involves mounting hardware. For Mini, Solo, and Duo, most customers do remote setup since the devices are plug-and-play, but on-site is available if you'd prefer.
Three things: 1) Your Wi-Fi network name and password (or an Ethernet cable). 2) Your welcome email from us — it has your Clover login credentials. 3) A rough list of your menu items, modifiers, and prices. You don't need to have a perfect menu — you can refine as you go — but having the basics ready saves time at the menu-load step.
If your old POS exports to CSV, we can map it to Clover's import template in about 30 minutes. Just email support@greatpos.com with your CSV export and we'll handle the conversion and bulk-import for you. Most common migrations (Square, Lightspeed, Toast, Aloha) we've done before, so the mapping is already known.
You don't need to redo your setup. New devices added to your account auto-sync your menu, inventory, staff list, and settings the first time they connect to your network. Sign in, wait 60 seconds for the initial sync, and you're ringing sales on the new device with everything in place.
Most settings are reversible — wrong tip percentages, wrong tax rates, mis-categorized items, even staff permissions. You can undo from the Clover dashboard at any time. If you ever feel like you've made a mess, call us and we'll either fix it remotely or restore your account to a known-good state.
Yes. Use Training Mode in your device settings — it lets staff ring up sample transactions with a test card without affecting your real reports, inventory, or settlement. Most operations spend the first day in training mode while staff get familiar, then flip to live before opening for business.
You'll be taking your first real sale in about 2 hours from unboxing. "Fully set up" — meaning menu polished, staff trained, integrations connected, accounting synced — usually takes another day or two on top of that. Don't try to do it all in one sitting; the timeline above is designed so you can go live first and refine over the following week.