For Lightspeed Retail (R-Series) Merchants
Formerly known as Lightspeed Retail
Empower your team to seamlessly access customer loyalty and marketing profiles directly from the Lightspeed (R-Series) POS sales screen. In this guide, we’ll walk you through how to enable this feature and how to add your custom loyalty button on both Desktop and the iPad (iOS) App, ensuring a smooth and efficient in-store workflow.
How do I 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
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: Sale tab.
4. Locate the Add new button section and add the following new button details:
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.
5. Click Add Button to Menu.
6. Select Save Changes. You should now see your Loyalty Button listed as a menu
option.
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.
📍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.
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