Before you start
You can access Lightspeed Retail (R-Series) POS using a desktop and iPad. Ensure that the following installation has been completed:
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 POS via 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 "Manager" permissions to access the "Settings" > "Sales tile" interface.
Add a new customer to your customer database
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:
Only First Name, Last Name, and Email Address 1 are required for adding customers to your Marsello database.
*Email address 1 is the unique identifier that is used to match customer profiles with any other sales channels you have connected e.g. Lightspeed eCom (C-Series), Shopify eCommerce, Lightspeed Ecwid (E-Series), WooCommerce and BigCommerce.
You can also collect:
Mobile Number
Birthday
Your customers can also add these additional details via the Complete Profile earn option.
📝 Note: When collecting mobile numbers, please include the country code and avoid any additional formatting like spaces, brackets, or hyphens.
Capture customer's marketing opt-in preference
🏷️ SMS automations are unlocked with the SMS add-on.
🏷️ Email campaigns and automations for marketing
are unlocked with the Marketing add-on.
⚠️ Important: By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.
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, next to Opt-In to Receive Marketing and Promotional Emails you can indicate the customer's marketing preferences.
✅ If they accept marketing, select the Yes, I have consent from my customer
Then, indicate which communication channels they have opted in to:
If they accept marketing via email: Select the 'Email' checkbox to indicate YES
If they accept marketing via SMS: Select the 'Call' checkbox to indicate YES
The customer will be able to receive store emails and SMS marketing via Marsello.
❌ If they don't accept marketing, do not select / ensure the "Yes, I have consent from my customer" remains unselected.
Then, ensure the communication channels remain un-selected:
If they don't accept marketing via email: Ensure 'email' checkbox is empty to indicate NO
If they don't accept marketing via SMS: Ensure 'call' checkbox is empty to indicate NO
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.
Before you start
You can access Lightspeed Retail (R-Series) POS using a desktop and iPad. Ensure that the following installation has been completed:
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 POS via 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 "Manager" permissions to access the "Settings" > "Sales tile" interface.
Add a new customer to your customer database
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:
Only First Name, Last Name, and Email Address 1 are required for adding customers to your Marsello database.
*Email address 1 is the unique identifier that is used to match customer profiles with any other sales channels you have connected e.g. Lightspeed eCom (C-Series), Shopify eCommerce, Lightspeed Ecwid (E-Series), WooCommerce and BigCommerce.
You can also collect:
Mobile Number
Birthday
Your customers can also add these additional details via the Complete Profile earn option.
📝 Note: When collecting mobile numbers, please include the country code and avoid any additional formatting like spaces, brackets, or hyphens.
Capture customer's marketing opt-in preference
🏷️ SMS automations are unlocked with the SMS add-on.
🏷️ Email campaigns and automations for marketing
are unlocked with the Marketing add-on.
⚠️ Important: By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.
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, next to Opt-In to Receive Marketing and Promotional Emails you can indicate the customer's marketing preferences.
✅ If they accept marketing, select the Yes, I have consent from my customer
Then, indicate which communication channels they have opted in to:
If they accept marketing via email: Select the 'Email' checkbox to indicate YES
If they accept marketing via SMS: Select the 'Call' checkbox to indicate YES
The customer will be able to receive store emails and SMS marketing via Marsello.
❌ If they don't accept marketing, do not select / ensure the "Yes, I have consent from my customer" remains unselected.
Then, ensure the communication channels remain un-selected:
If they don't accept marketing via email: Ensure 'email' checkbox is empty to indicate NO
If they don't accept marketing via SMS: Ensure 'call' checkbox is empty to indicate NO
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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