How to Install the ItsaCheckmate App on Clover
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Email: poslogin+[your brand name]@itsacheckmate.com
ex. If your brand name is Kyle’s Tacos, your email should be set as poslogin+kylestacos@itsacheckmate.com
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Note:If you have uninstalled the ItsaCheckmate app from your Clover POS you will need to reinstall the app and inform the ItsaCheckmate team at support@itsacheckmate.com so that we can assist you in reconnecting to your POS by performing a reauthorization process.
General Log In
How to Log in to Clover using valid credentials
Open the URL https://www.clover.com/dashboard > Enter the Login Credentials
Menu Management: Items & Categories
How to Add an Item
Go to Inventory
Select Items
Click on Add Items
Enter new item name under Item name* field
Update Price
Click on Continue
Update other details as Taxes & fees
Ensure to always Check on Show on POS for online visibility
Tag Category, Modifier Groups, Alternate name & Stock
Click on Save
Note: You can bulk update item visibility from the Items screen by checking/unchecking On POS
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How to Remove/Delete an Item
Go to Inventory > Select Items > Enter Item name under Search Item field > Click on the Item
Click on 3 Dots icon in upper righthand corner > Select Delete > Select Delete Item
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How to Add/Edit an Item Description
Item descriptions need to be added directly in the ItsaCheckmate Portal.
Log in to the ItsaCheckmate Portal > Click on Menu Management > Click on Item
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Click on Pencil Icon underneath the item
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Edit item description > Click Check to save
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How to Add an Image/Photo
Item images need to be added directly in the ItsaCheckmate Portal.
Log in to the ItsaCheckmate Portal > Click on Menu Management > Click on the image icon next to the item for which you’d like to add a photo
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Drag and Drop the image or select the file you would like to add and select Save.
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How to Add/Edit Item Price
Go to Inventory > Select Items >Search Item > Click on the Item
Update the price under Price field > Click on Save
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How to Sort/Arrange Items under an Item Category
Item sorting needs to be managed from the ItsaCheckmate Portal
Click on Menu Management on homepage > Click on Sort Menu
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Drag and drop Item to desired space > Click Save
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How to add an Item Category
Go to Inventory >Select Categories >Click on Add Category
Enter new item category name under Category name* field > Click on Done
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How to Remove/Delete an Item Category
Go to Inventory > Select Categories >Enter the name of category under the Search
Click on the 3 Dots icon in the upper righthand corner > Click on Delete > Click on Delete Category
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How to Manage Category Online Visibility
There are two ways to mark a category as NOT VISIBLE on Ordering Platform menus.
Uncheck the visibility (Show online checkbox) for all the items in the Category in Clover backend. **Empty categories will not be pushed to online ordering platform menus.
Note: Unchecking item visibility will reflect in all instances of the same item throughout the menu --so the item will not be visible for any category in which it is included.
Mark the Category as
Sold Out Indefinitely in the ItsaCheckmate Portal
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How to Sort/Arrange Item Categories
Category sorting needs to be managed from the ItsaCheckmate Portal
Click on Menu Management on homepage > Click on Sort Menu
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Drag and drop Category to desired space > Click Save
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How to Mark an Item as Visible
Go to Inventory > Select Items > Search Item > Click on the Item
Check the Show on POS box > Click on Save
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You can also Bulk select Show online for multiple items by going to Items and checking the box Online for all items that you wish to make visible.
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Menu Management: Modifier Groups
How to Add a Modifier Group
Go to Inventory > Select Modifier Groups > Click on Add New Modifier Group
Enter the modifier group under Group name* field > Click on Done
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How to Edit a Modifier Group (Name & Min/ Max)
Go to Inventory > Select Modifier Groups > Search the Modifier Group > Select the modifier group
To Edit Name: Enter new modifier group name in the Group name* field
To Edit Min/Max: Scroll down to “How many choices can your customers pick?”
Enter the Min / Max count > Click on Save
*Note: To make the modifier group a required modifier, set the Min to at least one.
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How to Remove/Delete Modifier Group
Go to Inventory > Select Modifier Groups > Search the Modifier Group > Select the modifier group
Select the 3 dots icon in the upper righthand corner > Select Delete > Click Delete Modifier Group
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How to Arrange/Sort Modifier Groups
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop item to desired place > Click Save
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Menu Management: Modifiers
How to Add Modifiers
Go to Inventory >Select Modifier Groups > Search the Modifier Group to make changes >Select the modifier group
Scroll down to Modifiers section > Click on + Add Modifier >Enter a modifier under Modifier name* > Click on Done
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How to Edit the Price of Modifier
Go to Inventory > Select Modifier Groups > Search the Modifier Group to make changes > Select the modifier group
Scroll down to Modifiers section > Click on modifier > Enter a modifier price under Price field > Click on Done
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How to Remove/Delete Modifiers
Go to Inventory > Select Modifier Groups > Search the Modifier Group that contains the modifier > Select the modifier group
Scroll down to Modifiers section > Click on modifier check box > Enter a modifier price under Price field > Click on Done
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How to Sort/Arrange Modifiers
Note: This needs to be requested from the Customer Support team who will process and incorporate the desired change(s) within the ItsaCheckmate Portal
Menu Management: Miscellaneous
How to Add Menu Hours
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed
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Update the hours as needed > Click Save > Click Push to Ordering Platform
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How to Set Holiday/ Special Hours
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed
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Update the hours as needed > Click Save > Click Push to Ordering Platform
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How to Set Kitchen Prep Time
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Hours > Click on Kitchen Prep Time > Click on Edit
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Update Prep Time minutes > Click on Save > Click on Push to Online Platforms
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How to Add Tax Rate on POS (Individual Item Level Tax & Location-based Taxes)
Note: We only pull Location Level Tax Rate for Clover POS
Go to Account & Settings >Scroll down to Business Operations >Click on Taxes & Fees >Click on + Add Tax Rate or Flat Fee
Add a Tax name under Tax/Fee Name field > Add the Tax Rate and choose Tax Type >Click on Save
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How to Add Tags
If you sell alcohol online, the following tags must be used for tagging ALL items in your menu:
TAG | ITEM TYPE |
alcoholic drink without food | Alcoholic drink sold on its own |
alcoholic drink including food | One item including an alcoholic drink with a food item |
non-alcoholic food item | Regular food item sold on its own |
non-alcoholic drink item | Non-alcoholic drink item sold on its own |
non-edible item | Items that are neither food nor drink (Ex. Retail, Gift Card, Paper Supplies, etc.) |
Go to Inventory > Select Printer Labels > Click on Add Labels >Enter the name under Label name* field > Click on Done
Select the Label to tag Items > Click on + ADD > Choose Items to tag under the Labels > Click on Save
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How to Publish Changes
For changes made in the Clover POS → always click Save whenever making changes
For changes made in the ItsaCheckmate Portal to be immediately reflected on your integrated ordering platforms→ always click Resync with POS→ Click Push to Ordering Platform
Otherwise, our system will automatically sync with the POS EVERY HOUR and push to the ordering platforms at that time.