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Add Marsello to your Lightspeed Retail (R-Series) POS Sales Screen
Add Marsello to your Lightspeed Retail (R-Series) POS Sales Screen
Updated over a week ago

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

📝 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

R-Series_Settings_Page.png


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


2. Scroll to Advanced Setup and click on Custom Menus

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

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

Add_New_Button_1.png

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.

R-Series_Loyalty_Button_1.png

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

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.

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.


📍In Lightspeed R-Series admin.

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

12. Click Save Changes.

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

Loyalty_View_1.png


📍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.

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

Marsello_Connected.png

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