The Merchant Self Help Guide explains how Clover merchants can use the built-in Help function on the Clover Dashboard to access documentation, track support inquiries, and open new support tickets.

Key Steps

1. Accessing Help

   • Log in to the Clover Dashboard.

   • Click the Help icon in the upper right corner.

   • From the navigation bar, select Open or track a support inquiry.

2. Viewing Inquiries

   • The inquiries page shows open or existing support requests.

   • To start a new one, click New Inquiry (top right).

3. Searching Articles

   • A search bar appears when opening a new inquiry.

   • Enter a short description of your issue to view related documentation.

   • If an article resolves the issue, no further action is needed.

4. Creating a Support Inquiry

   • If articles don’t resolve the issue, select Create Inquiry to send a ticket to a live agent.

   • Fill in all required fields, including a reason for inquiry and any supporting information.

5. Article Previews

   • Before submitting, Clover shows an article summary with potential solutions.

   • This helps merchants confirm if they need to escalate the issue