For Lightspeed Restaurant (O-Series) POS Merchants
Formerly Kounta
Before you get started
Here are some key details to note about awarding and removing loyalty points for orders with Lightspeed Restaurant (O-Series) POS:
⚠️ Important: These settings apply to Lightspeed Restaurant (O-Series) POS, no matter how you access your register; iOS or desktop experiences.
Every time a customer makes an order, their order is automatically synced into your Marsello account.
If you have the Making a Purchase earn points option enabled, customers will also earn points for their purchases.
If the customer wants to cancel or return their order, Marsello can automatically remove the points they earned for their purchase.
In your Marsello loyalty settings, you can choose when loyalty points are earned or removed based on the order's payment status.
🤖 By default, customers will:
Earn loyalty points if their order's payment status is: Completed
Remove their loyalty points if their order's payment status is: Rejected.
Choose when customers earn points for making a purchase
1. In your Marsello admin, go to Settings > Loyalty > Points program
2. Under Lightspeed Restaurant (O-Series) settings, click into the drop down menu next to Award Points when Payment Status is one of: and select your preferred Payment Status options
📝 Note: You can choose to add more than one payment status. Your customers will only be rewarded loyalty points for their purchases once.
3. Click Save
Choose when customers' loyalty points are removed
1. In your Marsello admin, go to Settings > Loyalty > Points program
2. Under Lightspeed Restaurant (O-Series) POS settings go to Cancel Points when Payment Status is one of:
3. [Optional:] You can update your setting:
You can remove Rejected, and this will mean all points earned for the order will remain on the customer's account
OR
You can leave the settings as is, and the customer's points will be removed if their order's payment status is updated to Rejected.
4. Click Save
How to check the order's payment status in Lightspeed Restaurant (O-Series) POS
1. In your Lightspeed Restaurant (O-Series) POS admin, go to Sales
2. Under Report Activity, click Sales History
3. Search for the order by customer name, order number, or status
4. On the order line item, find the payment status to compare with your Marsello loyalty order rewarding settings for earned or removed points
How it works - Your customers' experience
When the customer makes a purchase, their order details and payment status are automatically synced into your Marsello account.
Earn Points
If the order's payment status matches your Marsello Order Rewarding settings, the customer will automatically earn points for their order.
If you have the Earned Points Email notification turned on, the customer will also receive an email notifying them of how many points they earned for their purchase.
Removed points
When the customer returns their order or the sale is canceled, their order and the order's updated payment status are automatically synced to your Marsello account.
If the order's new payment status matches your Marsello Order Rewarding settings, the customer's loyalty points will automatically be removed from their loyalty profile.
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