All Collections
POS & eCommerce sales channels
Lightspeed Restaurant O-Series
Checklist to launch the in-store customer portal for Lightspeed Restaurant (O-Series) POS
Checklist to launch the in-store customer portal for Lightspeed Restaurant (O-Series) POS
Updated over a week ago

For Lightspeed Restaurant (O-Series) POS users

Use Marsello's in-store customer portal experience to sign up customers quickly and easily at POS. Marsello's in-store customer portal will allow you to sign up customers with name and mobile only, give you the ability to display a QR code registration in-store to have customers sign themselves up and give you the ability to send SMS messages to complete the customer's account creation process.

NEW-Marsello-Help-Center-Divider__2_.png

Checklist for Lightspeed Restaurant (O-Series) Merchants

Customize your in-store customer portal

The in-store customer portal is a place for your customers to interact with your loyalty program and also access any discount codes sent via marketing emails. Here they can sign up, check their points balance, earn more points, and claim rewards.

Update your loyalty notifications to lead to their in-store customer portal

Update the link to the show rewards button in your loyalty email automations so that it sends customers to your in-store customer portal.

💡Quick Tip: if you also host an eCommerce site (Bopple or Shopify) update links to the loyalty widget in your campaign/automation email templates to direct customers to the in-store customer portal.

Enable SMS complete account automation

Automatically send new customers an SMS to prompt them to complete their customer profile when signing up at Lightspeed Restaurant (O-Series) POS.

Create a QR Code to encourage customer sign up (optional)

QR Codes provide an easy, contactless way for visitors to sign up to your loyalty & marketing program at your venue or one-off event. When they scan the QR Code, they simply sign-up using one of the single sign-up methods. All sign-ups are recorded under the QR Code form’s reporting and you can export if needed.

NEW-Marsello-Help-Center-Divider__2_.png

Checklist for Lightspeed Restaurant O Series + Bopple White-Label Merchants

Update the Sign-up URL to your Bopple sign-up/log in form

To create a seamless in-store and online ordering experience you can direct the customers to sign up via your Lightspeed Ordering (Bopple) sign-up page instead.


1. In your Marsello admin, go to Loyalty > In-Store Portal


2. Click on the Branding & Settings tab


3. Click Customize domain


4. Under Advanced: Override signup url (Optional), enter your Bopple sign-up page URL

qrcode

💡 Quick tip: If you are unsure on what your Bopple sign-up link is, simply go to your Bopple store front copy your URL, and then add /signup to the end of the URL.
e.g. https://YOURBUSINESSNAME.bopple.app/signup

5. Click Save & Publish


Update your loyalty notifications to lead to their in-store customer portal

Update the link to the show rewards button in your loyalty email notifications so that it sends customers to your in-store customer portal.

💡Quick Tip: if you also host an eCommerce site (Bopple or Shopify) update links to the loyalty widget in your campaign/automation email templates to direct customers to the in-store customer portal.

Enable SMS complete account automation

Automatically send new customers an SMS to prompt them to complete their customer profile when signing up at Lightspeed Restaurant (O-Series) POS.
​​

Create a QR Code to encourage customers sign up (optional)

QR Codes provide an easy, contactless way for visitors to sign up for your loyalty & marketing program at your venue or one-off event. When they scan the QR Code, they simply sign up using one of the single sign-up methods. All sign-ups are recorded under the QR Code form’s reporting and you can export if needed.

Did this answer your question?