Before You Begin

Before you begin, ensure that you have your CoPilot equipment order email (titled "Your CardPointe Terminal Order Has Shipped!") handy. You'll need the Registration Code included in the email to register the device.

Important:  If you did not receive your terminal registration code via email, contact our support team and we will get it for you!

Reference:  PCI compliance standards require this device to connect to a secure, password-protected network.

What's In the Box?

• Clover Flex Quick Start Guide
• Charging cradle
• Power cable
• Receipt paper
• Screwdriver
• Preinstalled SIM card
  
  

Initial Set Up of Your Clover Flex

1. Connect the power cable to the charging cradle.
   
   
2. Place the Clover Flex on the charging cradle.
   
   
3. Press and hold the power button until the Clover logo displays on the screen. The Clover Flex powers on and displays the Welcome screen.
   
   
4. Select a language and press Set Language.
   
   
5. Proceed to Connect the Clover Flex to the Internet.
    

Connect The Clover Flex to the Internet

On the Network screen, do the following to configure the device's network connection:

1. To connect to a Wi-Fi network, tap Configure next to the Wi-Fi option.
   
   
2. Select your network.
   
   
3. To connect to an LTE network, tap Configure next to Mobile (SIM card). The device briefly displays "Successfully Connected to Server" once the network configuration is complete. The device then begins to download the CardPointe App and other required components.
   
   
4. Proceed to Register the Device in CardPointe.
   
   

Register the Device in CardPointe

Once the Clover Flex setup process is complete, you must register the device with the CardPointe App to get started.

The first time the CardPointe app launches, it displays the Terminal Registration screen and prompts you to enter the registration code that you received from CardConnect to register the terminal. Before you begin, ensure that you have your order confirmation email and registration code handy.

Do the following to register the device:

1. On the Terminal Registration screen, tap the empty field to open the keyboard.
   
   
2. Enter the 8-digit Order ID provided in your welcome email, then tap Continue. The CardPointe app authenticates and registers the Clover Flex with the CardPointe service.
   
   
3. On the Registration Complete screen, tap Continue to complete the device registration. The CardPointe app displays the Welcome screen. 

Reference:  If you encounter an error, tap the "Terminal registration failed" banner at the top of the display for troubleshooting information. Record the error codes in the event that you need to contact CardPointe support.

Related Resources

• Clover Flex Terminal Topic Outline
• Configure Clover Flex Settings Reference