Awarding Loyalty points to your customers at checkout is quick and easy! Lightspeed Loyalty will automatically calculate how many points a customer's purchase has earned them based on the rules you've set up in the Campaigns section of the Loyalty Manager and assign them to the customer's Loyalty point balance after the transaction is completed. All you need to do is make sure the customer is attached to the sale and that they are already enrolled in your Loyalty program.

• Returning Loyalty customers

  Customers who are enrolled in Lightspeed Loyalty will automatically receive their points simply by completing a transaction.

  1. Start a new sale.
  2. Add your customer to the sale.
  3. If the customer is already enrolled in Lightspeed Loyalty, you will see a note indicating their participation.
     

     

  4. Add the items they are purchasing to the sale.
  5. Click Payment.
  6. Complete the sale as usual.

  New Loyalty customers

  If a customer is not already participating in your Loyalty program, you can quickly enroll them at checkout:

  1. Add the customer to a sale.
  2. Click the Loyalty button.
     

     

  3. Confirm with the customer that their phone number (mandatory) and/or email address (optional) are correct before enrollment.
     
     Note: Adding a customer’s email address is optional. It also cannot be edited on this screen. It will be pre-populated if it was added to the customer’s profile in Retail POS (R-Series). If you do not capture a customer’s email address during enrollment, you can add it later in Retail POS (R-Series). Once you add it there, it will automatically be synced to Loyalty. If you're a merchant in a high-risk vertical, your customer will receive a link to complete their registration via their email address, so it's important to make sure you're confirming or entering a valid email address number during step 3.

     

  4. Click Create Account.
     

      

  5. Click Back to Sale.
  6. Add the items they are purchasing to the sale.
  7. Click Payment.
  8. Complete the sale as usual.

  Any information in your customer's profile in Lightspeed Retail will become part of your customer's profile in the Loyalty Manager as well. Your customer will receive a link to complete their registration via text message, so it is important to make sure you're confirming or entering a valid number during step 3. Once your customer has completed their registration, they'll be able to view their account balance on their phone.

  Refunds

  If a customer wants to return an item, simply process the refund as usual. The Loyalty points they earned for the original transaction will be automatically deducted from their point balance. If the item they are returning was discounted using Loyalty points, those points will be automatically returned to them. 

  Whether you're making sales or processing refunds, your customers' Loyalty point balances will take care of themselves without your having to lift a finger. The only intervention required on your part is when your customer wants to redeem their loyalty points.

  Note: In order for points to be refunded to a customer, each sale must be refunded individually at the Retail (R-Series) POS. If sales are combined when performing a refund, points will not be refunded.

• Returning Loyalty customers

  Customers who are enrolled in Lightspeed Loyalty will automatically receive their points simply by completing a transaction.

  1. Start a new sale.
  2. Add your customer to the sale.
  3. If the customer is already enrolled in Lightspeed Loyalty, you will see a note indicating their participation and their current point balance.
     

     

  4. Add the items they are purchasing to the sale.
  5. Complete the sale as usual.

  When the sale has been completed, you will see how many points were redeemed and earned during the transaction.

  

  New Loyalty customers

  If a customer is not already participating in your Loyalty program, you can quickly enroll them in the app:

  1. Open a New Sale.
  2. Tap Add customer.
     
     • For an existing customer, bring up their profile and tap Add to Loyalty, then skip to step 5.
     • For a new customer, tap the + symbol to begin creating a new customer profile.
  3. Fill in the customer's first and last name and, if applicable, company and customer type.
  4. Toggle Add to Loyalty on.
     

     

  5. Enter the customer's Country code and Phone number or a valid Email address.
  6. Indicate whether or not you have the customer's consent to contact them via Phone or Email.
     
  7. Tap Save.

  The customer will be attached to the sale and you can process their sale as normal.

  Any information in your customer's profile in Lightspeed Retail will become part of your customer's profile in the Loyalty Manager as well. If you've indicated consent for contact via email, the customer will automatically become eligible for email marketing campaigns through the Loyalty Manager (they can unsubscribe at any time by clicking the unsubscribe link at the bottom of any email they have received).

  Refunds

  If a customer wants to return an item, simply process the refund as usual. The Loyalty points they earned for the original transaction will be automatically deducted from their point balance. If the item they are returning was discounted using Loyalty points, those points will be automatically returned to them. 

  Whether you're making sales or processing refunds, your customers' Loyalty point balances will take care of themselves without your having to lift a finger! The only intervention required on your part is when your customer wants to redeem their loyalty points.