To start selling with Retail POS, follow the getting started guide. The guide is made up of Help articles and videos and its goal is to teach you these two essentials:
- How to set up your account
- How to use the point of sale
To review what you’re learning in the guide, two webinars are held weekly:
- How to set up your account (managers)
- How to use the POS (all staff)
Webinars are online training lessons where you, your employees and other Retail POS merchants can get a live walkthrough from one of our Product Specialists and ask questions. We encourage you to attend both webinars and your employees to attend the second.
As a general timeline, getting started with Retail POS takes about four weeks. In your first and second week, a Customer Success agent will check in with you to make sure you understand the getting started process (following the getting started guide and attending webinars). They’ll also make sure that you’ve completed the following:
- Exported your items from your previous POS (if you can)
- Started to format your item import file
- Received and set up your hardware (if you purchased a desktop or iPad bundle)
- Received and set up your payment terminal (if you signed up for Lightspeed Payments or integrated payment processor)
Timeline and checklist
Now that you have the general overview of the getting started process, here’s a week-by-week checklist of what you need to complete to start selling with Retail POS. Keep in mind, however, that you may only need some of the features included in the checklist. You may also start selling with Retail POS in more or less than four weeks. The timeline and checklist are simply included for guidance.
|Getting started guide
Set up your Retail POS account by following these sections of the getting started guide.
Sign up and attend the How to set up your account (managers) webinar.
|Getting started guide
Learn how to do key point-of-sale workflows by following these sections of the getting started guide.
Sign up and attend the How to use the POS (all staff) webinar.
Encourage your employees to sign up and attend the Doing key point of sale workflows in Retail POS webinar if they haven’t yet.
|Other Lightspeed products
Once you've completed the getting started guide for Retail POS and are processing sales, get started with the other Lightspeed products in your bundle:
If you want to record your progress in a checklist, use this Google form: