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Launch checklist · Personal services

Launch checklist for a med spa: from install day to the first full week.

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

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

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How does a med spa start accepting credit cards with Clover?

Short answer: A med spa can be taking cards after a single installation visit: list your top sellers and logins, have the Clover Station Duo placed, programmed and tested on site, and run a practice sale with every staff member. Then review item, tip and deposit reports after the first week, and call (305) 384-8391 with any questions.

Key facts

  • Before install: top sellers, modifiers, logins and devices
  • Install day: Clover Station Duo placed, programmed and tested
  • First rush: a second person beside the register
  • Week one: review item, tip and deposit reports

Related: Clover POS for Med Spas: Setup, Devices and Quote · Best Credit Card Machine for Med Spas (Clover) · Launch checklists · Clover Station Duo · Get a Clover quote

Before install day

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

Confirm where the Station Duo will sit and where power and the connection come from.
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.
Photograph your current menu board or price list so items can be built from it.

On install day

A Station Duo at the front desk with a client-facing screen, and a Flex for checkout in treatment rooms when helpful. The POS handles payments and retail, not medical records.

Printers and drawers are fired off to confirm they work together.
Items, prices and modifiers are built with you in the room.
Printers and drawers are fired off to confirm they work together.
Items, prices and modifiers are built with you in the room.
Call Now to Get Set Up: (305) 384-8391

Your first service

Med spas run on appointments, with packed evenings and Saturdays and a steady stream of consultations. Many clients buy packages and return for a series of treatments.

Write down anything that felt slow so it can be fixed the same day.
Keep the support number on a card by the register.
Close out at your usual time and compare the report to the drawer.

The first week

Selling packages without tracking remaining sessions leads to awkward conversations. Track packages so the desk sees what each client has left. Membership pricing should be applied automatically, not by memory, so every member gets the same price.

Decide whether a second device would remove a bottleneck you saw.
Tell us what your staff keep asking about so we can add training.
Review the item report and trim buttons nobody uses.

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.

Sources and review

Reviewed by the Merchant Fund Express team on October 12, 2026. Official pages checked as of that date.

Common questions

Can we sell treatment packages?

Yes. Packages can be sold up front and tracked so staff know how many sessions a client has used.

Does the POS store treatment records?

No. Clover handles payments, retail and reports. Clinical and treatment records belong in your practice software.

Can I get a free review of my current processing?

At Merchant Fund Express, yes. Send or read us a recent statement and we will walk through what you pay today, with no obligation.

What happens if something breaks on a busy day?

Call (305) 384-8391. We help you troubleshoot, switch to a backup device or arrange a replacement, and we plan a backup connection when we set you up.

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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