Before adding a customer to an order, their profile must exist in Lightspeed Restaurant. Customer profiles can be created at the time of ordering from the POS, or you can create customers in the Back Office.

The steps for creating a customer from the POS will vary depending on which version of the POS you have enabled on your device.

• Creating customers with the new navigation

  The new navigation can be enabled in your Back Office and is already enabled for customers who signed up for Lightspeed after May 2026. This set of instructions covers how to create customers with the new navigation.

  1. Select the Assign customer button on an open order or navigate to the Customers tab in Restaurant POS.

     

  2. From the Customer screen, tap Add customer.
  3. From the pop-up window, confirm that the customer agrees adding their contact information to Lightspeed Restaurant by tapping the Continue button.
     
  4. Add the customer's contact information on the pop-up window. You may add the customer’s name, email, phone, tax identifier (in regions where this is applicable), address, and any other useful information as a custom note. From this window you may also enable Email notifications if the customer agrees to receiving emails from your business (such as an invoice or electronic receipt).
  5. When you’ve added customer details, tap Select to save your customer profile. If you are creating a customer profile from the Register screen, the new customer profile will be auto-added to the order at this time.
     

  Creating a new customer profile will also automatically add the new customer to the open order.

• Creating a customer with the legacy navigation

  The legacy navigation for the Lightspeed Restaurant POS is the default navigation for customers who signed up for Lightspeed Restaurant before May 2026. This set of instructions covers how to create customers with the legacy navigation.

  1. Select the Assign customer button above the order view or by tapping the Customers tab at the bottom of the screen.

     

  2. From the Customer screen, select Add customer.

     

  3. From the pop-up window, confirm that the customer agrees adding their contact information to Lightspeed Restaurant by tapping the Continue button.

     

  4. Add the customer's contact information on the pop-up window. You may add the customer’s name, email, phone, tax identifier (in regions where this is applicable), address, and any other useful information as a custom note. From this window you may also enable Email notifications if the customer agrees to receiving emails from your business (such as an invoice or electronic receipt).

  5. When you’ve added customer details, tap Select to save your customer profile. If you are creating a customer profile from the Register screen, the new customer profile will be auto-added to the order at this time.

     

  Creating a new customer profile will also automatically add the new customer to the open order.

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