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Launch checklist · Personal services

Launch checklist for a massage therapist: from install day to the first full week.

Everything to do before, during and after your Clover goes live, in the order a massage therapist needs it.

✓ Installed by our team and supported by phone. Rates and equipment are quoted to your business.

On siteInstallation
QuotedTo your business
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PhoneSupport
Save on your processing rates: call now for a free rate review.Call (305) 384-8391

Before install day

At Merchant Fund Express, we set up Clover for launch checklist for a massage therapist: the right devices, the features that matter in your workflow and on-site training for your staff.

Confirm where the Flex will sit and where power and the connection come from.
Tell your team the date so nobody learns the system on a live service.
List every printer, drawer and scanner the setup needs.
Pick the day and time of install so it does not collide with a delivery or a rush.
Decide who gets which login and who can refund or discount.

On install day

A Flex at the front desk or in a hallway nook, plus a Mini if the practice has a reception area.

Staff run a practice transaction for every payment type you take.
We note anything about the space that needs a bracket, a cable or a power strip.
Staff run a practice transaction for every payment type you take.
We note anything about the space that needs a bracket, a cable or a power strip.

Your first service

Massage practices run on a calendar of single-client sessions with memberships and packages that drive repeat visits.

Ask the first ten customers if anything about checkout confused them.
Write down anything that felt slow so it can be fixed the same day.
Keep the support number on a card by the register.

The first week

Selling packages as manual price edits means nobody knows how many sessions remain.

Check deposits against your batch reports.
Decide whether a second device would remove a bottleneck you saw.
Tell us what your staff keep asking about so we can add training.
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What your first day usually looks like

Open

the day's clients are reviewed and rooms are prepped.

Session

payment and tip are handled at the end of each session.

Between sessions

add-ons and packages are sold.

Close

tips and session counts are totaled.

Roles and permissions to set on day one

Solo therapist or a small team; individual logins for payouts.

The situation to prepare for

Late cancels are common; a written policy and a deposit protect the slot.

How the catalog should be organized

Sessions by duration and modality with add-ons; packages track remaining sessions.

Massage is a one-to-one business with a fixed number of hours, so the useful levers are session length mix and rebooking. Offering the next appointment at checkout, and selling packages that carry a small incentive for committing, turns a good session into a standing slot on the calendar.

Why work with us

What you get from Merchant Fund Express is a team, not a box: installation at your location, practical training and phone support, plus funding options from the same company if your plans grow.

Common questions

Can I sell packages and memberships?

Yes. Packages and gift cards can be sold as items, and recurring plans can be billed on a schedule.

Can tips be added after the session?

Tips can be added at payment or adjusted before the batch closes, depending on your setup.

Do you publish prices for this setup?

No. Equipment and processing are quoted to your business, because the right number depends on your volume, card mix and how many stations you need. Call (305) 384-8391 for a personal quote.

How long does it take to get running?

At Merchant Fund Express, once your account is approved the hardware is configured and scheduled for on-site installation. We give you a real date when you call, and we stay with you through the first service.

Can I sell packages?

Packages can be sold as items with a session count, and redemptions are tracked at each visit so you and the client both know what remains.

Can clients tip on the screen?

Yes. A tip prompt can appear at payment and is attributed to the therapist, so tips are accurate without a separate tally.

Keep exploring

Ready to get set up with Clover?

Call Merchant Fund Express. We install it, train your staff and stay on the line after launch. Ask for a free rate review while you are at it.

Call (305) 384-8391
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