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Setting up Lightspeed Loyalty

Lightspeed Loyalty allows customers to earn credits with every purchase, which can be redeemed on future transactions. This ensures your customers are rewarded automatically and encourages repeat business.  

Lightspeed Payments is required to enable Lightspeed Loyalty and track eligible card transactions for rewards. If your account is not set up with Lightspeed Payments, check our Lightspeed Payments setup guide or reach out to your Lightspeed Account Manager for assistance. 

What's in this guide?

Enabling Lightspeed Loyalty
Configuring Lightspeed Loyalty settings
Enrolling a customer in Lightspeed Loyalty
Redeeming rewards
Accessing Loyalty Insights
Frequently asked questions

Enabling Lightspeed Loyalty

Lightspeed Loyalty can be enabled in Back Office and applies at the company level. If you manage multiple sites, enabling it automatically activates it across all sites within the company. An email notification is sent to the site owner when the feature is enabled. 

To enable Lightspeed Loyalty:

  1. Log in to Back Office with your Lightspeed credentials.
  2. From the navigation menu, select Features.
  3. Search for and select Lightspeed Loyalty.
  4. Click Enable.
    Enable button_Lightspeed Loyalty
  5. Review the billing details shown in the Loyalty popup, then click Enable Loyalty.
    Enable modal Back Office_Lightspeed Loyalty

Configuring Lightspeed Loyalty settings

You can configure your Loyalty settings to determine how many credits customers earn for every amount spent. Notifications for enrollment, credit usage, and SMS can also be managed directly in Back Office. Once Loyalty is enabled, navigate to the Settings tab to configure the following: 

Earning rule

Set up the earning rule by defining the spending amount required to qualify and the number of loyalty credits earned for each threshold. 

  • Amount spent: The amount a customer must spend to qualify for and get loyalty credits. 
  • Amount earned: The amount awarded to the customer once the specified spending threshold is met. 
    Earning rule_Lightspeed Loyalty

Auto-prompts on POS

Check the boxes for each option to enable real-time POS updates whenever loyalty credits are earned or available to use. 

  • Show prompt at checkout to join loyalty when a new reward is earned. 
  • Show prompt for Fast Payments to join loyalty when a new reward is earned. Subscribing to Loyalty
  • Show prompt at checkout if loyalty is available to use. 
  • Show prompt for Fast Payments if loyalty credit is available to use. 
    Using loyalty credits

SMS updates

Configure your SMS notification settings and how your business is shown in customer messages. 

  • Company name: The name of your business that appears in SMS notifications sent to customers. 
    Company name_Lightspeed Loyalty

Once finished, click Save changes, then manually sync the POS or sync registers from Back Office. 

Enrolling a customer in Lightspeed Loyalty

Customers can be enrolled in the loyalty program by entering their name and mobile number on the POS. You can add them during their first purchase or later, once they've reached the spending threshold and qualified for loyalty credits. 

Enroll a customer during their first purchase

This process is for new customers who want to join the loyalty program and start earning rewards.

To enroll a customer during their first purchase:

  1. Enter the customer's order on the POS.
  2. Click Add customer.
    Add customer_POS
  3. In the Name and Mobile fields, enter the customer's personal or business name and mobile number.
  4. Select the checkbox for Loyalty program member to enroll the customer.
  5. (Optional) The Receive SMS updates about loyalty rewards earned checkbox is selected by default. You can deselect this if the customer opts out of SMS notifications.
  6. Click Save. Enrolling new customer_Lightspeed Loyalty

Existing customers who haven't joined the loyalty program but have already earned loyalty credits can also be added by navigating to the Add customer section, then selecting the Loyalty program member checkbox.

Enroll a customer once the spending threshold is met

This process allows you to enroll returning customers in the loyalty program once they've reached the spending threshold and become eligible for rewards. The available loyalty credits can be applied to their next purchase.

To enroll a customer once the spending threshold is met:

  1. Enter the customer's order on the POS.
  2. Click the Checkout or the Fast Payment (lightning bolt) button. 
  3. In the Loyalty reward earned popup, click Join loyalty. Join loyalty_POS
  4. For existing customers with accounts, the name and mobile number are filled in automatically. Verify that the details are correct. If the customer doesn't have an account, manually enter their name and mobile number. 
  5. (Optional) The Receive SMS updates about loyalty rewards earned checkbox is selected by default. You can deselect this if the customer opts out of SMS notifications
  6. Click Save. New loyalty customer_POS

Redeeming rewards

Customers can use their earned loyalty credits toward future purchases or receive discounts by providing their name or mobile number. If the available credits do not cover the total amount, they can pay the remaining balance using their preferred payment method. 

To redeem rewards:

  1. Enter the customer's order on the POS.
  2. Click Add customer.
    Add customer_POS
  3. In the search field, search for the customer's name or mobile number. 
  4. Select their account, then click Save.
  5. Click the Checkout or the Fast Payment (lightning bolt) button.
  6. In the Loyalty credit available popup, select Apply credit
    Loyalty credit prompt_POS

If the total order amount exceeds the available loyalty credits, any prepaid balance can be applied toward the remaining amount. If no prepaid balance is available, the remaining balance can be paid using another payment method.  

Accessing Loyalty Insights

Loyalty Insights gives you visibility into how your loyalty program is performing across your business. It provides data that helps you understand customer participation, spending behavior, and reward usage, so you can evaluate the effectiveness of your loyalty program.

To access Loyalty Insights:

  1. Navigate to Back Office.
  2. From the navigation menu, select People > Customers. Here, you can see:
    • Loyalty members: The total number of customers enrolled in the loyalty program. 
    • Average loyalty order value: The average transaction amount for loyalty members. 
    • Total credits issued: The total number of loyalty credits awarded to loyalty members. 
    • Total credits redeemed: The total number of loyalty credits customers have used toward purchases. 

Loyalty Insights_Back Office

Frequently asked questions

Can I customize the message in SMS notifications sent to customers?

Currently, only your business name can be updated in SMS notifications. The message format is fixed and cannot be changed. 

Do loyalty credits expire?

No, loyalty credits do not expire and can be used at any time for purchases.

What's next?

Set up credit on account to store, redeem, and track prepaid balances directly within customer accounts.

Setting up credit on account

Set up Account sales to manage customer tabs and issue invoices for payment at a later date.

Selling with Account sales

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