Skip to main content

Add Marsello to your Lightspeed Retail (R-Series) POS Sales Screen

Updated yesterday

For Lightspeed Retail (R-Series) Merchants

Formerly known as Lightspeed Retail

Enable staff to directly access customer loyalty and marketing profiles from your Lightspeed (R-Series) POS sales screen. This guide will also walk you through adding your custom loyalty button for both Desktop and iPad (iOS App).


Add Marsello to your Lightspeed Retail (R-Series) POS sales screen walkthrough video


How to add Marsello to your Lightspeed Retail (R-Series) POS Sales Screen

Depending on which way you access Lightspeed R-Series, either via iPad or Desktop, you can access Marsello by doing the following steps:

📍Open your Lightspeed back-office admin

Via iOS device (iPad)

  • For iPad (iOS App): In the bottom navigation, tap Manager and then tap Settings

Instructions for adding Marsello to the Lightspeed Retail (R-Series) POS Sales Screen, showing the steps to access the Lightspeed back-office admin via an iPad.

📝 Note: To access 3rd Party apps on Lightspeed R-Series, you must use the Older Sales screen interface and all Staff must have "Manager" permissions.

Via Desktop

  • For Desktop: In the side navigation, click Settings

Instructions for accessing Marsello via Lightspeed Retail (R-Series) on Desktop, highlighting the side navigation menu with the Settings option selected.


The next steps are the same process for both Desktop & iPad (iOS App) users.


2. Scroll to Advanced Setup and click on Custom Menus

Unified instructions for both Desktop and iPad users of Lightspeed Retail (R-Series), showing the Advanced Setup section with the Custom Menus option highlighted.

3. From Custom Menus, select Register: Sales tab.

In Lightspeed Retail (R-Series) Custom Menus, the Register: Sales tab is selected.

4. Select Add New Button as you are going to create a new loyalty button.

In Lightspeed Retail (R-Series) Custom Menus, the Add New Button option is selected to create a new loyalty button.

5. Add the following new button details and then click Add Button to Menu:

  • Title: Loyalty

  • Type: Open WebPage

  • Color: Here you can select your brand's colors
    Sort Order: This can update the order list on the POS (Optional)
    By default, the sort order option will be on the far right.

6. Select Save Changes. You should now see your Loyalty Button listed as a menu option.

Form to add a new button in Lightspeed Retail (R-Series) Custom Menus with details: Title set to Loyalty, Type set to Open WebPage, Color customizable to brand colors, and optional Sort Order to arrange button position. After filling in details, the Add Button to Menu and Save Changes options are selected, showing the Loyalty Button now listed in the menu options.

7. Still on your R-Series menu, go to Buttons > Loyalty and click on the pencil icon.

On the Lightspeed Retail (R-Series) menu, navigating to Buttons then Loyalty, with the pencil icon (edit) highlighted for selection.

This will open up the Details page where you will be able to add and include your Marsello URL under the URL field.

📍In your Marsello admin

8. In your Marsello browser tab, navigate to the Settings > Integrations > Sales platforms

Under the Lightspeed Retail (R-Series) connection you will see an orange banner outlining any outstanding tasks you need to complete.

9. Click on the drop-down arrow to open this banner.

In the Marsello admin browser tab, navigating to Settings > Integrations > Sales Platforms, showing the Lightspeed Retail (R-Series) connection with an orange banner indicating outstanding tasks. The drop-down arrow on the banner is highlighted to open it.

10. Under Step 3 of the set-up process, you will see your unique Marsello URL, select the clipboard icon to copy your Marsello URL.

Under Step 3 of the Marsello setup process, displaying the unique Marsello URL with the clipboard icon highlighted for copying the URL.


📍In Lightspeed R-Series admin.

11. In your Loyalty Button, next to URL field, paste your Marsello URL

In Lightspeed Retail (R-Series) admin, within the Loyalty Button settings, the Marsello URL is pasted into the URL field.

12. Click Save Changes.

Staff will now be able to access customers’ loyalty & marketing profile from the POS sales screen.

Clicking Save Changes to finalize settings, enabling staff to access customers’ loyalty and marketing profiles directly from the POS sales screen.


📍In your Marsello admin

13. Click on the check box to indicate you have added your unique Marsello URL to your R-Series app admin.

In Marsello admin, clicking the checkbox to confirm that the unique Marsello URL has been added to the Lightspeed R-Series app admin.

This will confirm the URL has been added and close out the task on the Marsello side.

Confirmation message indicating the Marsello URL has been added successfully and the task is closed on the Marsello side.

Merchants also searched for: scre, in0s

Did this answer your question?