Article Overview Cloud CRM's Age Verification Technology, seamlessly integrated with Clover POS devices, helps merchants comply with age-restricted sales laws (e.g., for tobacco, alcohol, vaping, or lottery products) while keeping checkout fast and efficient.

The primary method is scanning a driver's license to automatically capture and verify the date of birth (DOB). However, customers may not always have a scannable driver's license—or any ID—on hand. Cloud CRM provides multiple flexible fallback options to handle these situations without halting transactions or risking non-compliance.

Primary Method: Driver's License Scan

• Scan the customer's driver's license using a compatible scanner on your Clover device.
• The system instantly reads the DOB, calculates age, confirms eligibility, and can link to loyalty programs (e.g., Altria-supported programs like PM, USSTC, or Helix).
• This is the fastest and most automated option when a valid DL is available.
  

Alternative Verification Methods (No Scan Required) Cloud CRM supports several ways to complete age verification even if scanning isn't possible or no driver's license is presented:

1. Manual Date of Birth Entry
   • Choose the manual input option on the verification screen.
   • Directly enter the customer's date of birth (useful for passports, state IDs, or other non-scannable IDs).
   • The system calculates age immediately and proceeds if requirements are met. This maintains precision and works well when the customer provides verbal DOB info.
2. Visual Authorization (One-Button Manager Override)
   • A simple "Visual Authorization" or override button appears (configurable for manager-level access).
   • Staff (typically managers) visually confirm the customer's apparent age and press the button to approve.
   • Ideal for quick checks in busy environments or when no ID is presented but the customer appears clearly of age.
   • This adds accountability through managerial oversight.
3. Returning Customer Lookup (Phone Number or Name)
   • For repeat customers whose age was previously verified (e.g., via DL scan in a prior transaction), search by phone number or name.
   • If a match is found and age is already on record, the system auto-verifies—no new ID or entry needed.
   • This streamlines service for loyal customers and integrates with loyalty tracking.
4. New Customer Creation
   • If no match exists (e.g., first-time buyer with no ID presented), create a new customer profile on the spot.
   • Combine with manual DOB entry or visual authorization to complete verification.
     

Demonstration Video See these options in action on a Clover POS device:

The short video shows:

• Selecting visual verification and using the authorization wheel/button.
• Searching by phone number for existing (pre-verified) customers.
• Creating new customer records when needed.
• How these flows keep checkout moving smoothly without requiring an ID scan.

Best Practices for Merchants

• Configure verification settings in Cloud CRM under Workflow Management > Age Verification Technology to enable/disable options like visual authorization or manual entry based on your store's needs.
• Train staff on all paths: Use manual entry for alternative IDs, visual overrides for discretion (with manager approval), and phone lookup for regulars to minimize friction.
• These methods ensure full compliance while supporting loyalty integrations and reducing abandoned transactions.
• Records of verification (including method used) appear on receipts for audit purposes.

Need More Help? Explore full setup guides, additional demos, or custom configurations through CSI Works.

Resources:

• Cloud CRM Overview & Installation: https://csiworks.net/apps/cloud-crm
• Age Verification Options Details: https://csiworks.net/age-verification-options-in-cloud-crm-for-clover-pos
• Demos & Training: http://www.pointofinteraction.net
  
• Contact Support: info@csiworks.net or 619-246-8236 (call/text)