Assign Customers is available in 3 different subscription levels:

  • Assign Customers
  • Assign Customers +
  • Assign Customers ++

Assign Customers

Our entry level version allows users to assign a Clover Customer to an Order within the Register. Simply tap the “Assign Customers” button under Other payment methods. A user-friendly search interface will popup and allow you to either scan a barcode or search by name, phone number, email address, or Clover Customer ID.

Pre-printed barcode numbers must exactly match the Clover-assigned Customer ID. At assigncustomers.com we’ve created an export tool which allow you to export all your Customers in just one click. You can choose to export the CSV with or without the barcode start and stop characters.

This version does not grant access to our clover device app or extended reports available at assigncustomers.com.

Assign Customers +

Assign Customers + subscribers gain access to our on-device app. This level of Assign Customers will allow you to attach a your own barcodes to existing Clover Customers. For example: On Thomas Anderson’s Customer account, they could have their own barcode which, when scanned, would assign Orders to their Account. In addition, their spouse, Tiffany also has their own, unique barcode which is attached to Thomas’ account. Now either can be assigned to the Order and for reporting purposes all their Orders will be under a single Account.

Assign Customers ++

This is our flagship product. Assign Customers ++ subscribers have access to all the common features in lower versions, and in addition may perform the following:

  • Create Customers by scanning the back of US/Canadian Government Issued ID Cards (Where PDF 417 is supported)
  • Create and apply Discount Groups to Customers
  • Show a Customer photo on the Register once assigned to the Order
  • Show Customer notes on the Register once assigned to the Order

Also included at assigncustomers.com, AC++ subscribers can generate the following reports:

  • All Orders between two dates
  • All Orders made by a specific Customer ID
  • Total number or Orders, and Value, per Customer, between two dates

  • Total number or Orders, and Value, per Customer, including an associated Business Name, between two dates

  • Total number or Orders, and Value, per Customer, showing all tender types used, between two dates

  • Total number or Orders, and Value, per Customer, showing the selected tender type, between two dates

All the above reports can be run on demand, AND may also be scheduled to be delivered by email daily, weekly, and/or monthly. Each report can specify the number of prior days to include.