For Lightspeed Restaurant (O-Series) POS users
Easily add new customers in-store using your Lightspeed Restaurant (O-Series) POS sale screen. Ensure seamless point earning for every purchase made by your in-store customers and empower your staff to efficiently redeem customers' loyalty rewards or email discounts at checkout.
Before you start
Ensure your POS sites are enabled under the Integrations page
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 Restaurant O-Series POS.
1. Add the customer's products that they want to buy to the sale.
2. Tap Add customer, then tap New customer
3. Add your new customer's details:
First Name (required)
Last Name
Email Address
Mobile number
📝 Note:
Only First Name, Email address or Mobile are required for adding customers to your Marsello database. Email address or Mobile number can be used as the unique identifier, which will match customer profiles with any other sales channels you have connected e.g. Shopify eCommerce, WooCommerce, etc.
Mobile number: 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
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.
⚠️ Important: By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.
4. In the customer details page, under More Details, you can use the Customer accepts comms and marketing material checkbox to indicate the customer's marketing preferences.
If they accept marketing via email and SMS: Select the checkbox to indicate YES
The customer will be able to receive store emails and SMS marketing via Marsello.
If they don't accept marketing via email and SMS: Ensure the checkbox remains empty to indicate NO
The customer will not receive store emails or SMS marketing via Marsello.
5. Tap Save, 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 preference, and sales data.
Award loyalty points for in-store purchases
For customers to earn loyalty points for their purchase, simply add the customer to the sale in Lightspeed Restaurant O-Series POS
1. Add the customer's products that they want to buy to the sale
2. Click Add customer
3. Add your customer to the sale by searching for them by name, email address or mobile number
4. Click the Customer's tile and then add them to the current sale
📝 Note: If the customer is not part of your database yet, tap New customer to create their customer profile. Follow these steps.
5. Complete the sale
When the sale is complete, the customer will automatically receive their loyalty points.
Redeem rewards during the sale
You can redeem available loyalty rewards and email discounts easily from the sales screen.
1. Add the customer's products that they want to buy to the sale
2. Click Add customer
3. Add your customer to the sale by searching for them by name, email address or mobile number
4. Click the Customer's tile to add them to the current sale
This will open their customer profile and their loyalty details, here you can view the loyalty reward(s) or email discount(s) they have available.
5. Click Redeem next to the discount title to add it to the sale.
The discount will then automatically be added to the sale.
When a customer redeems a discount as part of their order:
If they used a loyalty reward: the reward's loyalty points cost will be deducted from their points balance, and the discount will be applied to the sale. The customer's unique discount code will be displayed as part of the discount's details.
OR
If they used an email discount: the discount code will be removed from their account to prevent further use. The customer's unique discount code will be displayed as part of the discount's details.
6. Complete the sale
Upon completing the sale, customers will earn loyalty points based on their new order total, excluding the discount amount.
Your customers' experience
New Customers
When you complete the sale, the customer is added to your loyalty program and Marsello customer database.
Created with a mobile number only
Along with their purchase, they automatically earn loyalty points, and if you have the "SMS Complete Account" automation enabled, they will receive an SMS encouraging them to complete their account to claim their loyalty points.
This will open the in-store customer portal, where the customer can complete sign-up by clicking through one of the single-sign-on options. This will automatically capture their email address & marketing opt-in status.
OR
Created with an email address
Along with their purchase, they automatically earn loyalty points, and if you have the "Earned Points" email notification enabled, they will receive an email notifying them about the points they've earned, their updated loyalty points balance, and the number of points required to reach their next reward.
Plus, if the customer accepts marketing, they become eligible to receive your upcoming marketing campaigns and automation, providing a better engagement experience.
Existing Customers
When you complete the sale, they automatically earn loyalty points, and if you have the "Earned Points" the "Earned Points Email" feature turned on, they will automatically receive an email notifying them of the points they've earned for their recent purchase and the number of points required to reach their next reward.
Encouraging your staff to prompt customers to use their rewards at the point of sale creates a positive and delightful experience for customers, leaving them pleasantly surprised and fostering stronger customer loyalty.
Add a physical membership card to the customer's profile with Lightspeed Restaurant (O-Series) POS
Having physical membership cards can save you time by allowing you to identify your customers by scanning a code with Lightspeed Restaurant (O-Series) POS.
📝 Note: Marsello does not supply physical membership cards. You will need to ensure these are scannable cards and have a unique code.
How to add a physical membership card to the customer's profile
You can add a physical membership card to the customer's profile to help add them to the sale faster by scanning their card.
1. Open your Lightspeed Restaurant (O-Series) POS sale screen.
2. Add products to the sale.
3. Add the customer to the sale by searching by name or email address.
4. Then, your Marsello customer profile will display under your Lightspeed Restaurant (O-Series) POS customer account. Click More Details.
5. Identify the customer's unique membership number or barcode on their card.
6. Enter the customer's unique membership number or scan the barcode.
📝 Note: You can have multiple customer tags in Lightspeed Restaurant (O-Series) POS which are all searchable.
6. Click Save. The unique membership number can now be used to identify that customer.
To identify the customer by scanning the card, the staff member must click into the search bar first, and then scan the card.
How it works – your customers' experience
If the customer has a physical membership card set up in Lightspeed Restaurant (O-Series) POS, the staff member clicks into the search bar and then scans their card to add the customer to the sale.
The staff member can then check to see if the customer has any loyalty rewards or email discounts available to redeem, or complete the sale as normal.
After the order is completed, the customer will automatically earn points for their purchase. The customer will then receive the Earned Points email (if enabled) notifying them how many points they earned for their purchase, their new total points balance and also how far away they are from unlocking their next reward.