Adding customer accounts allows you to manage orders, billing, personalized promotions, and email receipts within each customer's profile. This can be used for regular customers, businesses that prefer to pay later, or use prepaid credit.

What's in this guide?

Adding a customer in Back Office
Adding a customer in the POS

Adding a customer in Back Office

The steps below guide you through adding individual customer accounts in Back Office. To upload multiple customer accounts in bulk, you can upload customer accounts with a CSV file.

Only users with admin or manually modified customer permissions can access and manage customer accounts in Back Office. Users without any of these permissions can add customers directly from the POS.

To add a customer in Back Office:

1. Log in to Back Office with your Lightspeed credentials.
2. From the navigation menu, select People > Customers. 
3. Click Add new customer. 
   
4. Enter the following info: 
   • Customer Name: Enter the customer's personal or business name. 
   • (Optional) Email: Provide the email address. This or the phone number must be added as a unique identifier.
   • (Optional) Phone: Provide the phone number. This or the email address must be added as a unique identifier.
5. Click Add Customer. 
   
6. (Optional) You can enter more details by clicking the customer account name to access Customer Info. Here, you can add: 
   • Address: The customer’s address which can be used for delivery or billing.  
   • Tags: Add any tags you want to use for organizing customers or creating customer-specific promotions. Tags can also be used with a barcode scanner to quickly link customers to an order at the POS.
7. (Optional) To enable Account Sales for this customer, scroll down to User Management and select the Account Sales checkbox. 
   

Adding a customer in the POS

If you're placing an order to an account or adding a customer to your integrated loyalty program, you can capture their details directly from the POS. Adding a customer through the POS automatically links them to the current order. 

To add a customer in the POS:

1. On the POS, select Add customer. 
   
2. Click New Customer.
   
3. Enter the following info: 
   • Customer Name: Enter the customer's personal or business name. 
   • (Optional) Email: Provide the email address. This or the phone number must be added as a unique identifier.
   • (Optional) Phone: Provide the phone number. This or the email address must be added as a unique identifier.
4. (Optional) You can enter additional customer info by clicking More Details. Here, you can add: 
   • Address: The customer’s address which can be used for delivery or billing.  
   • Tags: Add any tags you want to use for organizing customers or creating customer-specific promotions. Tags can also be used with a barcode scanner to quickly link customers to an order at the POS.
5. Click Save. 
   

What's next?