How can we help?

Lightspeed’s Help Centre is here to provide support, tips and troubleshooting

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 credits. 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 credits
Using Lightspeed Loyalty on Lightspeed Kiosk
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 for Lightspeed Loyalty
  5. Review the billing details shown in the Loyalty popup, then click Enable Loyalty.
    Enable Loyalty confirmation in Back Office

Configuring Lightspeed Loyalty settings

You can configure your Loyalty settings to determine how many credits customers earn for every amount spent. Notifications for enrolment, 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 settings for 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. Loyalty join prompt settings on POS
  • Show prompt at checkout if loyalty is available to use.
  • Show prompt for Fast Payments if loyalty credit is available to use.
    Loyalty credit prompt settings on POS

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 field for SMS notifications

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.

Enrol a customer during their first purchase

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

To enrol a customer during their first purchase:

  1. Enter the customer's order on the POS.
  2. Click Add customer.
    Add customer button on the 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 enrol 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 a new customer on the POS

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.

Enrol a customer once the spending threshold is met

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

To enrol 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 prompt on the 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 details on the POS

Redeeming credits

Customers can redeem their earned loyalty credits towards future purchases by providing their name or mobile number. If the available credits don't cover the total order amount, any available prepaid balance is applied next. If no prepaid balance is available, the remaining amount can be paid using another payment method.

To redeem credits:

  1. Enter the customer's order on the POS.
  2. Click Add customer.
    Add customer button on the 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 available prompt on the POS

Using Lightspeed Loyalty on Lightspeed Kiosk

Lightspeed Loyalty works on Lightspeed Kiosk, so customers can earn and redeem credits when they place their own orders. To set up a kiosk, see Setting up Lightspeed Kiosk.

When a customer orders at a kiosk:

  1. They sign in to Lightspeed Loyalty, or join with their mobile number.
  2. Credits from previous visits appear at checkout. The customer can apply them to the current order or save them for later.
  3. The customer pays as normal.
  4. Credits earned on the current order are granted after payment, and can be redeemed on the customer's next visit.

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 behaviour, and credit 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 towards purchases.

Loyalty Insights in Back Office

Frequently asked questions

Can I customise 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

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk