Over time, you'll build a list of customers using your Loyalty program. Lightspeed Loyalty helps you track these customers and perform administrative functions such as viewing customer balances, changing Groups, or manually adding or removing Loyalty points from their account.

Managing Loyalty customers

In the Manage Customers section, you'll find a list of all of your customers who have signed-up for your Loyalty program, even if they've never earned any points. You can filter the results by customer-group, search by name, email address, or phone number, or sort your results to see who has the most or least Loyalty points.

You can click on the green info button next to each name to view customer details.

Here you can view the phone number associated with the account and any groups the customer belongs to.

You can edit this customer's groups by clicking in the Groups box and typing in the group you would like to add them to.

You can view one-time rewards a customer has earned by clicking on One-Time Rewards.

Any reward they've been offered will appear with a status of Obtained, Redeemed, or Expired:

• Obtained: The reward has been awarded to the customer, but they have not yet claimed it.
• Redeemed: The customer has been to the store and claimed the reward.
• Expired: The customer did not claim the reward before its expiration date and the reward can no longer be redeemed.

The red X button will delete the record of this reward from the customer's history. Rewards with an Obtained status will be revoked.

By clicking on the Archive Customer tab, you'll have the option to remove a customer from your Loyalty program. This will permanently delete the customer from Lightspeed Loyalty and cannot be undone

Archiving customers in Lightspeed Loyalty cannot be undone.

You can export a .csv file containing the full listing of your Loyalty customers by clicking on Export All Customers.

Manually awarding or removing points

Through the Loyalty Manager, you can correct point-balance issues by manually adding or removing points from a customer's account.

Adding points

You can add points to an account by navigating to Customers > Add Points.

1. Enter the customer's email address or phone number in the Username field.
2. Enter the number of points you would like to add to their account in the Points field.
3. Click Add Points.

The new points will appear immediately on the customer's point-balance.

Using points

You can remove points from an account by navigating to Customers > Use Points.

1. Enter the customer's email address or phone number in the Username field.
2. Enter the number of points you would like to remove from their account in the Use Points field.
3. Click Use Points.

Your customer's point-balance will immediately reflect the loss of points, however no rewards will be awarded.

Manually adding and/or removing points can help correct errors at the register or adjust a point-balance in the case of a returned item.

Organizing groups

In addition to managing customers on an individual basis, you can divide them into groups and customize how your campaigns and rewards will interact with each segment of your customer-base. Learn more about these options in the Groups section.