Lightspeed Loyalty will automatically calculate how many points a customer's purchase has earned based on the rules you've set up in the Campaigns section of the Loyalty Manager. The points will be assigned to the customer's Loyalty point balance after the transaction is completed, if the customer is attached to the sale and they're enrolled in your Loyalty program. Afterwards, customers can redeem their loyalty points at checkout.

Awarding Loyalty points to returning customers

Customers who are enrolled in Lightspeed Loyalty will automatically receive points 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.

Awarding Loyalty points to new customers

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

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

   

3. Confirm the customer/s phone number (mandatory) and/or email address (optional) are correct before enrollment.

   Adding a customer’s email address is optional. It will be pre-populated if it was added to the customer’s profile. If you don't capture a customer’s email address during enrollment, you can add it later in Retail POS and it will automatically sync to Loyalty. If you're a merchant in a high-risk vertical, your customer will receive a link to complete their registration via email, so it's important to make sure you're confirming or entering a valid email address number.

   

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 Retail POS will become part of your customer's profile in the Loyalty Manager. 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 phone number. Once your customer has completed their registration, they'll be able to view their account balance on their phone.

Refunding and Loyalty points

If a customer wants to return an item, 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.