How to Set Up Trezoro Loyalty + Rewards on Clover POS

Trezoro Loyalty + Rewards
Written by Trezoro Loyalty + RewardsLast updated 4 days ago


Trezoro Loyalty + Rewards is a customer loyalty and rewards application that integrates directly with your Clover POS system. This guide provides step-by-step instructions for installing and configuring Trezoro on your Clover device.

Setup Time: Approximately 10-15 minutes

Prerequisites

Before you begin, ensure you have:

  • An active Clover merchant account

  • Access to your Clover web dashboard

  • Administrative permissions to install apps

  • At least one Clover device (terminal or mobile)

Step-by-Step Installation Process

Step 1: Install Trezoro from the Clover App Market

  1. Log in to your Clover web dashboard

  2. Navigate to the Clover App Market

  3. Search for "Trezoro Loyalty + Rewards"

  4. Click the Connect button

  5. Select your preferred subscription plan

  6. Complete the installation process

Step 2: Configure Your Rewards Program

  1. Open Trezoro from your Clover web dashboard

  2. Configure your loyalty program settings, including:

    • Reward point values

    • Redemption rules

    • Customer earning criteria

    • Program terms and conditions

Step 3: Set Up Your Clover Device

The Trezoro app will automatically download to all connected Clover devices after web installation.

  1. Locate the Trezoro app icon on your Clover device

  2. Open the Trezoro app

  3. Wait for the initial sync to complete (this may take 1-2 minutes)

  4. Set your device-specific preferences

  5. Verify that your rewards program settings appear correctly

Step 4: Start Using Trezoro

Once synchronization is complete, you can begin enrolling customers and issuing rewards immediately at the point of sale.

Troubleshooting Tips

  • App not appearing on device: Ensure your Clover device has an active internet connection and restart the device

  • Sync issues: Allow up to 5 minutes for initial synchronization between web dashboard and device

  • Configuration not showing: Verify you completed the rewards setup in Step 2 on the web dashboard

Next Steps

After installation, consider:

  • Training staff on enrolling customers in the loyalty program

  • Creating promotional materials to advertise your rewards program

  • Testing the enrollment and redemption process with a test transaction

Additional Support

For technical issues or questions about Trezoro setup, contact Trezoro support through your Trezoro dashboard portal or visit the Trezoro help center.

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