Phone orders with Clover: what to connect
See where a restaurant on Clover connects it so the receptionist can take phone orders (shown, not connected).
Open AI Agents, your receptionist, then the Bookings tab, and scroll to Phone orders. Choose Production (your real Clover) or Sandbox, paste your Merchant ID (13 letters and numbers, in Clover under Account & Setup) and an API token (Account & Setup › API tokens, with Merchant, Inventory and Orders access), then press Connect Clover. Payment link keys are optional. Once connected, the panel shows Orders, Menu and the Clover connection, and you turn phone orders on in Ordering settings.
In this video
Step by step
- 1
Restaurants on Clover can let the receptionist read the menu, take phone orders that show on the Clover device, and text a payment link.
- 2
Choose your real Clover account. Sandbox is Clover's test account.
- 3
Paste your merchant ID and an API token. The card says where to find both, in your Clover dashboard.
- 4
Callers never read a card number on the phone. They pay through a secure Clover link, sent by text.
- 5
Payment link keys are optional. They let the receptionist text that payment link.
- 6
Connect Clover checks the token with Clover. Connecting does not turn on phone orders: you choose that next, in Ordering settings.
- 7
Once connected, this panel shows Orders, the Menu, and the Clover connection. Our demo restaurant is not connected.
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