For Lightspeed Restaurant (O-Series) POS Merchants
Formerly Kounta
Blacklisting customers allows you to exclude certain customer groups such as staff, suppliers, and other types of customers from your loyalty program. While blacklisting products or product categories allow you to exclude certain products from your loyalty program so that customers can't earn points for purchasing those products. By default, all customers and product categories are included in your loyalty program.
Exclude (blacklist) customers from loyalty in Lightspeed Restaurant (O-Series) POS
Before you get started with blacklisting customers from loyalty
Here are some key details to note before getting started with blacklisting customers in Lightspeed Restaurant (O-Series) POS:
By default, all customers can earn points for purchasing any product from any category.
Marsello uses the Lightspeed Restaurant (O-Series) POS Customer Tag for Customer Blacklisting.
Blacklisted customers are removed from loyalty only. Blacklisted customers are still eligible to receive email marketing. If you already have a customer type that you would like to exclude, please skip ahead to the next section.
Create a customer tag in Lightspeed Restaurant (O-Series) POS
1. In your Lightspeed Restaurant (O-Series) POS admin, go to People, and then click Customers
2. Search for the customer by name or email address
3. Click on the Customer's name to edit the customer's details
4. Under the customer's details, scroll to the User Management section
5. Create a new tag to use to blacklist your customers e.g. Loyalty Blacklist - Staff
6. Click Save Customer to assign that tag to the customer
Repeat this for all of the customers in Lightspeed Restaurant (O-Series) POS that you would like to exclude from your loyalty program.
How to exclude a customer tag from loyalty
1. In your Marsello app admin, go to Settings > Loyalty > Points program
2. Under Order Rewarding, go to "Exclude customers that are tagged with one of:" Then click to open the drop-down and select the Lightspeed Restaurant (O-Series) POS Customer tag
3. Click Save. Now, customers with that Lightspeed Restaurant (O-Series) POS customer tag will be excluded from your loyalty program. They will not earn points when they make a purchase.
📝 Note: If you want to add the customer back into your loyalty program in the future, just remove the tag from the customer's Lightspeed Restaurant (O-Series) POS account.
How it works – Your customers' experience
If a blacklisted customer makes a purchase, the customer will not earn points for that order.
Exclude (blacklist) a specific product from your loyalty program with Lightspeed Restaurant (O-Series) POS
Before you get started with blacklisting specific products from loyalty
Here are some key details to note before blacklisting specific products from loyalty:
With Lightspeed Restaurant (O-Series) POS, there are two ways you can blacklist products. You can blacklist by Product Category or by Product Tag. If you would like to blacklist by Product Category, follow these instructions.
You can exclude as many Lightspeed Restaurant (O-Series) POS Product Tags from your loyalty program as needed. If you have just created the product tag in Lightspeed Restaurant (O-Series) POS, this can take up to 15 minutes to sync into Marsello.
Exclude (blacklist) product categories from your loyalty program with Lightspeed Restaurant (O-Series) POS
Before you get started with blacklisting product categories from loyalty
Here are some key details to note about excluding product categories from loyalty:
You can exclude as many Product Categories from your loyalty program as needed.
If you have just created the product category in Lightspeed Restaurant (O-Series) POS, this can take up to 15 minutes to sync into Marsello.
How to exclude certain product categories from your loyalty
1. In your Marsello admin, go to Settings > Loyalty > Points program
2. Under the Lightspeed Restaurant (O-Series) POS Order Rewarding section, go to "Do not reward points on products that belong to one of these categories:" click to open the drop-down and select the product category that you would like to exclude from your loyalty program.
3. Click Save. All products in that Product Category in Lightspeed Restaurant (O-Series) POS will now be excluded from your loyalty program.
How it works – Your customers' experience
When your customer makes an order, Marsello automatically checks your order rewarding settings. If the order contains a product that is in the product category that has been blacklisted, the customer will not earn loyalty points for purchasing that product.
If the customer has other products in their order that aren't excluded from your loyalty program, they can earn points for purchasing those products.
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