Add customers to the Back Office to track important information such as contact details, sales statistics, and automatic discounts. After adding a customer, assign them to orders in the Restaurant POS app.

Customers can also be imported in bulk to the Back Office or added as an individual profile in the Restaurant POS app.

Adding customers to the Back Office

Add or manage customer details from the Back Office. Always ask for permission before entering a customer’s contact information in Lightspeed Restaurant.

1. Log in to the Back Office with your Lightspeed credentials.
2. From the navigation menu, go to Customers > Customers.
3. From the Customers page, click + Add customer.

   

4. Enter the contact information and details the customer provided, such as their name and phone number.
5. Click Save to create the customer profile.

   

Customer profile settings

The following settings are the details available to enter in a customer’s profile, such as their name and email address. First name and last name are required, but all other fields can be filled in or left empty as applicable.

First name (required): The customer's given name.

Last name (required): The customer's surname.

Email: The customer’s email address.

Company: The business the customer represents.

Tax ID: In required regions, the customer’s tax identifier.

Language: The customer's preferred language of communication.

Primary phone number: The customer's main phone number, such as a home or cell number.

Secondary phone number: The customer's alternate phone number, such as a work number.

Contact permissions: When enabled, this customer agrees to receive email communications from the restaurant. When disabled, the customer will not receive emails.

Notes: Custom notes or details about the customer, such as an allergy or preferred seating area.

Primary home address: The customer’s main residence and mailing address.

Secondary home address: The customer’s secondary residence or mailing address.

ZIP: The postal code associated with the customer’s addresses.

City: The city associated with the customer’s addresses.

State: The state or province associated with the customer’s addresses.

Once a customer is created in Lightspeed Restaurant, you can modify or delete their customer profile. This is useful for updating a customer’s contact information, or removing their info from the system if they no longer frequent your restaurant.

Editing a customer profile

Edit a customer profile to change or add to the customer’s information.

1. Log in to the Back Office with your Lightspeed credentials.
2. From the navigation menu, go to Customers > Customers.
3. Click the name of a customer to edit, or click Actions and select Edit customer.
   

   

4. To update the customer’s contact details, address, or notes, follow steps 4a–4d:
   1. Click Edit next to Contact Info, Mailing address, or Notes.
   2. In the pop-up, fill in any new details.
   3. Click Save to save changes.
   4. Repeat steps 4a–4c as needed to update other customer information.
5. To update the default order profile or discount applied to the customer’s orders, select an option from the Profile or Discount drop-down menu.
6. To change whether the customer receives email receipts and other email communications, toggle Allow email notifications.

Deleting a customer profile

If you ever need to delete a customer profile, you can do so from the Back Office. Deleting a customer will permanently remove their profile and any linked data.

1. Log in to the Back Office with your Lightspeed credentials.
2. From the navigation menu, go to Customers > Customers.
3. Click the name of a customer to delete, or click Actions and select Edit customer.
   

   

4. Click Archive to delete the customer.
5. Review the message box, then click Archive to confirm.