TauBeautyPOS

Quick guide

Connect Clover, take payments, and close the day · TauBeautyPOS

A one-page quick reference for owners and front-desk staff. Money tasks — checkout, refunds, voids, and day close — run on the salon’s main checkout iPad. Card numbers are always entered on the Clover Flex, never typed into TauBeautyPOS.

1. Connect Clover

You need a Clover merchant account and a Clover Flex. (Don’t have one? See our hardware packages.)

  1. On the Clover Flex, install Cloud Pay Display from the Clover App Market if it isn’t already there, then open it. Keep it open whenever you take cards — it is the screen that receives payments from TauBeautyPOS.
  2. Find the Flex serial number (on the Flex: Settings → About device, or the label on the back).
  3. On the main iPad, open TauBeautyPOS → Sales → Checkout settings → Card reader. Choose Clover and enter the Flex serial number.
  4. Tap Connect with Clover. Sign in to Clover with the merchant owner account and approve TauBeautyPOS.
  5. You return to TauBeautyPOS. It tests the Flex and shows Connected. Empty salon profile fields (name, address, phone, email) are filled from your Clover merchant profile — anything you already entered is kept.
  6. Tap Test connection any time to check the Flex. If you ever see Clover needs to be reconnected, tap Connect with Clover again.

2. Charge a card

  1. Open the ticket (a booking or a walk-in) and tap Checkout on the main iPad.
  2. Tap Card. The amount appears on the Flex.
  3. The client taps, inserts, or swipes on the Flex. When it is approved, the ticket completes and the receipt shows the card brand and last 4 digits.

Optional: turn on Email the Clover receipt to the client in Checkout settings, and Clover emails its receipt to clients who have an email on their booking.

3. Tips

Enter the tip on the iPad before charging, or turn on Let clients choose the tip on the Clover Flex in Checkout settings. Then tap Tip on the Clover Flex at checkout: the client picks the tip on the Clover screen and pays by card. The tip shows on the receipt and in the day’s totals.

4. Split payments

To pay part by card and part another way, add more than one payment to the ticket: for example, card for $40 and cash for the rest, or two cards. The ticket closes when the payments add up to the total.

5. Partial approvals

Some US cards (often prepaid or gift cards) approve only part of the amount. The main iPad shows a Partial approval alert with the approved amount and what is still due.

  • Collect the rest — keep the approved amount and take the remainder with another card, cash, or gift card. Totals and the receipt show both payments.
  • Void — cancel the partial payment on Clover and pay another way.

6. Refunds

On the main iPad, open Sales → History, choose the sale, tap Refund, and pick the amount for each payment. Card refunds go back to the client’s card through Clover; cash refunds come out of the drawer. Refunds are recorded as new entries — the original sale is never edited.

7. Voids (within 25 minutes)

A card payment can be voided within 25 minutes of the charge, before Clover settles it — the client is not charged at all. After 25 minutes, use a refund instead. Voids are also limited to the main iPad.

8. Day close and Clover’s nightly batch

  • Day close in TauBeautyPOS (Sales → End of day, main iPad) counts your cash drawer and totals the day’s sales, tips, and payments for your records and payroll.
  • Clover closes card batches automatically every night (auto-close). You don’t have to close the batch on the Flex. Day close in TauBeautyPOS does not move money — Clover deposits card funds to your bank under your Clover agreement.

9. Disconnecting Clover and billing

  • While your production Clover connection is active, the $79/month base plan is waived — Billing shows Free with Clover.
  • If you disconnect Clover (or the connection can’t be renewed), card payments in TauBeautyPOS pause and a 3-day grace period starts. After that the $79/month plan applies. A salon that already used its free trial does not get a second one.
  • Reconnect at any time to waive the plan again.
  • The optional $40/month AI phone & text add-on is never waived.

Need help? [email protected] · +1 951-953-1399 · Monday–Friday, 9am–5pm Pacific · Support & FAQ