Automated Clover New Merchant Onboarding Checklist
When a new merchant joins Clover, WebRun works through the onboarding checklist in the Clover dashboard, logs each completed configuration step to a Google Sheet, and drafts a welcome summary note for the account manager to review and send to the merchant.
How do I automatically run a Clover new merchant onboarding checklist?
WebRun opens Clover when a new merchant is added, works through the standard onboarding checklist covering business info, devices, taxes, tenders, inventory, and employee setup, and logs each step's status to a Google Sheet. Incomplete items are flagged, and a draft welcome note is queued for the account manager to review before sending.
- Every new merchant setup follows a consistent, logged checklist
- Gaps in configuration flagged before the merchant goes live
- Account manager reviews and sends the welcome, so no message goes out unreviewed
Built for Clover resellers · ISOs and merchant service providers · Clover account managers · POS implementation teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.clover.com/dashboardin a real browser with your saved login - no setup, no API keys. -
1
Clover - verify and log each onboarding configuration step
clover.com
WebRun opens Clover to verify and log each onboarding configuration step. - Open Clover Dashboard for the new merchant account
- Verify business information: name, address, and contact details are complete
- Confirm at least one device is activated and connected
- Check that tax rates are configured correctly
- Verify that at least one payment tender type is enabled
- Confirm inventory has been seeded or noted as pending
- Check that employee accounts and permissions are set up
- Note any incomplete items for follow-up
Done when All checklist items are reviewed and status recorded for the new merchant.
-
2
Google Sheets - record checklist progress and flag incomplete steps
google.com
WebRun opens Google Sheets to record checklist progress and flag incomplete steps. - Open the merchant onboarding tracker Google Sheet
- Append a row for the new merchant with completion status for each checklist item
- Flag any incomplete items in red
- Add a draft welcome summary note in the final column for account manager review before sending to the merchant
Done when Onboarding checklist is logged, incomplete items are flagged, and the welcome note draft is ready for account manager review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will the welcome message be sent to the merchant automatically?
No. WebRun drafts the welcome summary in the Google Sheet and marks it for account manager review. The account manager reviews the draft and sends it themselves, so nothing goes to the merchant without human sign-off.
What if some onboarding steps cannot be completed at first run?
Incomplete items are flagged in red in the Google Sheet so the account manager knows exactly what still needs attention. The checklist can be re-run once the merchant provides missing information.
Can I customise the onboarding checklist for different merchant types?
Yes. The checklist steps are configured during setup, so restaurant merchants can have different required fields than retail merchants, matching the specific Clover configuration each business needs.
Related templates
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