Overview
Clava POS offers two powerful features designed to improve your payment processing workflow:
The ability to save customer card details to their wallet when they pay via a physical card terminal - essential to ensure any renewable products have a card on file to enable the renewal for products like monthly subscriptions/memberships.
A new "Assign to All" button that streamlines customer assignment for cart items
Saving Card Details from Terminal Payments
How it works now:
When a customer pays for a product using a card terminal, you now have the option to save their card details
The saved card will appear in the customer's wallet in their profile
For future payments, this card can be used without the customer needing to present it again
This is particularly valuable for renewable subscriptions and memberships
Improved alerts and action-orientated messaging helps guide operators with issues and next steps to take:
Benefits:
Improved customer experience with faster checkout for returning customers
Reduced friction for recurring payments
Seamless transition between in-person and online payments
New "Assign to All" Feature
How it works:
When adding a customer to a cart order, you'll now see an "+ Assign to All" button
Clicking this button will:
Set the selected customer as the payee for the entire order
Automatically assign any assignable items in the cart (like renewable subscriptions) to this customer
Apply this assignment to any new items subsequently added to the cart during the same transaction
Important notes:
Always verify that assignable items in the cart are assigned to the correct customer
If you need to reassign items, you can easily do so by visiting the initially assigned customer's profile and reassigning any subscriptions to the correct customer
Selecting "+ Add to order only" will set that customer as the person responsible for paying for the order, any assignable items will not be auto-assigned to that customer and will require assigning - e.g when a parent may be purchasing junior renewable subscriptions/memberships etc
Best Practices
Inform customers that their card details will be securely saved for future transactions
Double-check assignments when using the "Assign to All" feature, especially for group bookings or when processing multiple customers in a single transaction
Train your staff on these new features to ensure smooth implementation
If you have any questions or need assistance with these new features, please contact our support team.