For Lightspeed Retail (R-Series) brands
Formerly known as Lightspeed Retail
You can add new customers to your Marsello database directly from your Lightspeed Retail (R-Series) POS during a sale. This ensures customer details, marketing preferences, and purchase data are automatically synced.
Before you start
Lightspeed Retail (R-Series) POS is accessible on both desktop and iPad. Ensure the following installation requirements are complete:
Using Lightspeed Retail R-Series on desktop
Your POS sites are enabled under the Integrations page
You have added your Loyalty button on your Lightspeed Retail (R-Series) POS sales screen.
Using Lightspeed Retail R-Series on iPad
You must be use the "Older" POS sales screen of R-Series. This is accessed via the Settings > Sales tile.
All users must have "Associate" or "Manager" permissions to access the "Settings" > "Sales tile" interface.
📖 Learn more: How to revert back to the older POS sales screen on iPad
📖 Learn more: How to revert back to the older POS sales screen on iPad
Marsello is only supported on the Older POS sales screen in Lightspeed Retail (R-Series). If you're using the newer screen, follow these steps to switch:
On your iPad, open the Lightspeed Retail (R-Series) app
Tap Manager in the bottom navigation
Tap Settings
Select Sales
Enable the option to use the Older POS sales screen
Once enabled, return to the sales screen — you’ll now be using the Older POS interface where Marsello is supported.
How do I add a new customer to a sale in Lightspeed Retail R-Series?
To add a new customer to your Marsello customer database, all you need to do is add the new customer to the sale in Lightspeed Retail (R-Series) sales screen.
1. Add the customer's products that they want to buy to the sale.
2. Tap + New to create a new customer
3. Add your new customer's details:
First Name
Last Name
Email Address 1 (required)*
📝 Note: The email address is the unique identifier used to match customer profiles across connected platforms (e.g. Shopify, WooCommerce, Lightspeed eCom).
Optional:
Mobile Number
Birthday
Your customers can also add mobile phone number and birthday at another time via Marsello's Complete your profile earn option
📝 Tip: Include the country code for mobile numbers and avoid spaces or symbols (e.g. +614XXXXXXXX).
How do I capture my customer's marketing opt-in preferences?
🏷️ Email campaigns and automations for marketing are unlocked with the Marketing add-on.
🏷️ SMS features vary by Marsello plan
Loyalty Launch + SMS add-on: Unlocks loyalty automations via SMS
Loyalty Launch + Marketing add-on + SMS add-on: Unlocks loyalty automations via SMS and SMS campaigns
Loyalty Accelerate + SMS add-on: Unlocks loyalty automations via SMS
Loyalty Accelerate + Marketing add-on + SMS add-on: Unlocks loyalty automations via SMS and SMS campaigns
⚠️ Important: Customers must opt in to receive marketing. By default, they are not subscribed.
When a new customer makes an in-store purchase, it's important that staff ask if they want to join their database and receive marketing via email and SMS.
4. Under Contact Information, update the customer's marketing preferences:
✅ If the customer accepts marketing:
Select Yes, I have consent from my customer
Choose their preferred channels:
✅ Email → select Email
✅ SMS → select Call
The customer will be able to receive store emails and SMS marketing via Marsello.
❌ If the customer does not accept marketing:
Leave consent unchecked
Ensure all communication options remain unselected
The customer will be automatically added to your Lightspeed Retail (R-Series) and Marsello database, but will not be eligible to receive email and SMS marketing from your store.
5. Tap Attach to sale, the customer will then be added to the sale
6. Complete the sale.
The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preferences, and sales data.
What's next?
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