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How can I notify or page a customer when order is ready using Clover?

 

Clover Order Notification

 

It is easy to page or notify a customer via text (SMS) message notification when order is fulfilled. You can use Clover's free merchant-facing apps like Customers and Register with Colligso TextIn in the cloud to achieve this. Your staff does not have to learn any new app.

 

This article describes both the one time setup and provides instructions to follow for every customer order.

 

Pre-requisite

 

1. Install Colligso TextIn on Clover (see post-installation notes)

 

I Set up

 

1. On Clover 

 

a. Enable Order Note: Follow instructions provided on Clover and enable Order Notes as shown below.

 

enable order note

 

b. Also, Enable automatic order numbering on Clover to insert order number on your text notifications.

 

2. On Colligso

 

Follow instructions provided on Helpdesk article How can I enable order notification? to set up order notification on your Colligso account.

 

Clover does not have any specific status for orders except open and locked. Locked means there are 1 or more payments or refunds on the order. Clover changes the state to locked if the payment's amount is greater than or equal to the order's amount. By default, TextIn relies on the state locked for order notification. 

 

If you want to notify customers before the order is in the locked state, check the Pre-Payment Order Notification checkbox while enabling order notification on Colligso. 

 

II Order time!

 

On Clover

 

1. Add/Find customer 

 

Add/find customer on Clover. Check out how to use the free Customers app on Clover to manage customers.

 

Find customer

 

2.  Capture at least the first name and mobile number.

 

capture phone

 

3. Start an order for a specific customer

 

Once you have added or found the customer, start an order right from that customer's profile as shown below. Alternately, you can also associate a customer with the order by following these instructions. 

 

new customer order

 

4. Notify: Add Order Note GO

 

When the order is ready, open the order and add a note by entering keyword go and save. See instructions provided by Clover for adding a note on the order.

 

enter note

 

If you want to send an order notification before the order is locked (payment completed), check the Pre-Payment Order Notification checkbox in Set up #2 above. Note that this has a side effect too, a customer would get notification whenever the order is updated before the payment is recorded. If you enable this option, make sure that you have removed the Order Note on subsequent updates to the order.

 

If you want to change the keyword, create a ticket from this Helpdesk.

 

5. TextIn will send send a text message to the customer associated with the order informing her/him that the order is ready.

  

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