Awarding Points

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.

Returning 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 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 the customer's phone number or enter a new one. 
   
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.