Frequently Asked Questions

To add item-level notes:

• Open an order from the order list or calendar view
• Tap on any line item in the order
• The item popup will appear with customizable widget fields
• Fill in single-select, multi-select, or text fields as needed
• Tap Save to apply the notes to that item

Item-level notes appear in several places:

• Order Detail Page: Notes display as colored pill badges beneath each line item
• Order List: Key notes show as pill badges on order cards for quick reference
• Printed Receipts: Item notes print directly under each item when receipt printing is enabled
• Register Overlay: When accessed from Clover Register, item notes are visible in the order summary

OrderMate supports several widget types for item-level notes:

• Single-Select: Choose one option from a list (e.g., Size: Small, Medium, Large)
• Multi-Select: Choose multiple options (e.g., Toppings: Nuts, Sprinkles, Chocolate)
• Text Box: Free-form text for special instructions or allergies
• Calendar/Date Picker: Schedule dates for item-specific deadlines

Configure these widgets in Settings → Item Widgets.

To add order-level notes:

• Open an order from the order list or calendar
• Look for the Order Notes section in the order detail page
• Tap on any widget field to add information
• Use the calendar picker to schedule pickup or delivery dates
• Add text notes for delivery addresses, gift messages, or special instructions

Order-level notes are displayed in:

• Order Cards: Key notes show as pill badges in the order list for quick scanning
• Order Detail Header: Full notes display at the top of the order detail page
• Calendar View: Orders with scheduled dates appear on the visual calendar
• Printed Receipts: Order notes print in the header or footer of receipts
• Customer Notifications: Order notes can be included in SMS/email templates

Yes! Use the calendar widget in order-level notes to schedule orders:

• Add a Date/Time widget to your order-level configuration
• Select the pickup or delivery date when editing an order
• The order will automatically appear on the calendar view
• Color-code pickup vs delivery orders in widget settings
• Schedule automatic email reminders before the due date

Use the search bar at the top of the order list to find orders quickly:

• Search by customer name or phone number
• Search by order number (e.g., #1042)
• Search by custom field values from your widgets
• Results update in real-time as you type

OrderMate provides powerful filtering options:

• Payment Status: Open, Paid, Partially Paid, Partially Refunded, Refunded, Closed
• Order Type: Filter by order types defined in Clover
• Date Range: Today, This Week, This Month, or custom date range
• Custom Fields: Filter by any single-select or multi-select widget values

Customize your filters in Settings:

• Go to Settings → Filters
• Toggle which filters appear in the filter bar
• Enable "Show in Filters" for any widget to make it filterable
• Reorder filters by drag-and-drop to prioritize the ones you use most
• Hide filters you don't need to keep the interface clean

Creating Templates:

• Go to Settings → Templates
• Tap + New Template
• Enter a template name (e.g., "Order Ready", "Reminder")
• Write your message using available data variables
• Save the template for quick reuse

Available Data Variables:

• {customer_name} - Customer's name
• {order_number} - Order ID/number
• {order_total} - Total amount
• {pickup_date} - Scheduled pickup date
• {store_name} - Your business name

Deleting Templates: Swipe left on any template and tap Delete, or tap Edit and select templates to remove.

OrderMate comes with pre-configured default templates:

• Order Ready: Notify customers their order is ready for pickup
• Order Reminder: Send a reminder before the scheduled pickup/delivery
• Thank You: Send a thank you message after order completion

Default templates can be edited but not deleted. Create custom templates for your specific needs.

Configure widgets for both item-level and order-level notes:

• Go to Settings → Item Widgets or Settings → Order Widgets
• Tap + Add Widget to create a new widget
• Choose the widget type (Single-Select, Multi-Select, Text, Calendar)
• Enter a label and options (for select widgets)
• Choose colors for each option to make them visually distinct
• Toggle Required if the field must be filled
• Toggle Show in Filters to make widget values filterable
• Drag widgets to reorder them

Scheduled Email Reminders:

• Go to Settings → Notifications
• Enable Scheduled Reminders
• Set how many days/hours before the due date to send reminders
• Choose the reminder template to use
• Reminders are sent to the merchant email on file

Automatic Receipt Printing:

• Go to Settings → Printing
• Enable Auto-Print Before Due
• Set how many minutes before the scheduled time to print
• Select which printer to use
• Receipts print automatically for upcoming orders

The Register overlay provides quick access to OrderMate from Clover Register:

• A floating button appears on Clover Register
• Tap the button to open the OrderMate overlay
• Add notes and schedule orders without leaving the checkout flow
• Changes sync immediately with the main OrderMate app
• Close the overlay to return to Register

To enable the Register overlay:

• Open OrderMate and go to Settings → Register Integration
• Toggle Enable Register Overlay
• Grant the required overlay permission when prompted
• Open Clover Register - the OrderMate button will appear
• Drag the button to reposition it on screen if needed

Yes! OrderMate syncs directly with your Clover POS:

• New orders from Clover Register appear instantly in OrderMate
• Payment status updates (Paid, Refunded, etc.) sync automatically
• Customer information is pulled from Clover's customer database
• Order modifications are reflected across all devices
• No manual refresh needed - data updates in real-time

Personalize your OrderMate experience:

• Go to Settings → Profile
• Tap on your avatar to choose a new image or select from preset avatars
• Choose an accent color that matches your brand
• Your accent color is used for buttons, highlights, and UI elements
• Profile settings sync across all devices using the same account

OrderMate offers multiple accent color options:

• Orange (default) - Warm and inviting
• Purple - Professional and modern
• Green - Fresh and natural
• Blue - Calm and trustworthy
• Red - Bold and energetic
• Pink - Fun and friendly

The accent color applies to buttons, selection highlights, calendar events, and interactive elements throughout the app.

Yes, your configuration syncs across all devices:

• Widget configurations - Item and order widgets sync automatically
• Templates - Notification templates are available on all devices
• Profile settings - Avatar and accent color preferences sync
• Filter preferences - Your filter configuration is saved

Settings are stored securely and persist across app reinstalls and device changes when using the same Clover merchant account.