It’s useful to create customer profiles on Lightspeed Restaurant (K Series) to save contact details, gain insights into frequently ordered products and set up rewards or invoicing for your customers. You can add customers to the Back Office or POS, but you can only bulk add or view detailed customer information from the Back Office. Once a customer profile is created, POS users can attach that customer to a sale so your business has more detailed analytics of consumer data. As always, it’s always important to ask a customer’s permission before adding their contact details to Lightspeed Restaurant and only use this information in the context of the K Series app.
The Customers page of the Back Office is where you can add, import, edit, export or delete customer information. To access this page, log in to the Back Office and go to the Customers tab on the navigation menu. This page displays a list of customer profiles that have been added to Lightspeed Restaurant. Each name on the list represents a customer profile contains information such as their contact details. To search for a customer, use the search bar at the top of the Customers page or scroll down the list. You can select the Actions dropdown to edit a customer, view their gift cards, favourite products or past transactions.
Access the following articles to learn more about managing customers from the Back Office:
- Adding customers
- Importing or exporting customer data
- Viewing customer transactions and products
- Editing or deleting customers
While you can add, manage and view customer details from the Back Office, you can attach them to transactions from the POS (K) app. See About customers to learn more.