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Adding a customer to an order

Add a customer to an order either by tapping Assign customer from the Register screen or navigating to the Customer screen. If the customer does not yet exist on Lightspeed Restaurant, easily create a new customer account from the Customer screen.

The steps for adding a customer to an order will vary depending on which version of the POS you have enabled on your device.

  • Adding an existing customer to an order 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 add an existing customer to an order with the new navigation.

    1. Tap the Assign customer button above the order items.

      k-pos-assign-customer-button-en-01.PNG

    2. From the Customer screen, use the Search bar to type an identifier from the customer profile (such as their phone number, email or name). A list of results will auto-populate as you type.
    3. Select the desired customer from this list by tapping the customer’s name. If the customer does not yet exist on Lightspeed Restaurant, you can create a new customer profile and attach the new customer to the order by tapping Add customer. See Creating a customer for more details on customer profiles.

      The Customers screen in Lightspeed Restaurant.

    4. Once selected, the customer will be added to the order and you will be automatically brought back to the Register screen. You can see the customer has been linked to the order if their name is listed at the top of the order view.
  • Adding an existing customer to an order 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 add an existing customer to an order with the legacy navigation.

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

      4.1___Highlight_customer.png

    2. From the Customer screen, use the Search bar to type an identifier from the customer profile (such as their phone number, email or name). A list of results will auto-populate as you type.
    3. Select the desired customer from this list by tapping the customer’s name. If the customer does not yet exist on Lightspeed Restaurant, you can create a new customer profile and attach the new customer to the order. See Creating a customer.

      4.1___Search_or_edit_customers.png

    4. Once selected, the customer will be added to the order and you will be automatically brought back to the Register screen. You can see the customer has been linked to the order if their name is listed at the top of the order view.

Removing a customer from an order

It happens that you may need to remove or change an order's assigned customer. To remove a customer from an order, follow these two simple steps:

  1. From the Register screen, tap the customer name above the order items.

    k-pos-order-screen-with-customer-en-03.PNG

  2. A Customer information window will open displaying the customer’s name.
  3. Tap Unlink customer from the order to unlink their profile.

    k-pos-customer-details-en-04.PNG

What's next?

Creating a customer profile

Add and manage customer accounts in Lightspeed Restaurant.

Learn more

Creating customer invoices

Customer invoices allow you to manage catering and wholesale orders.

Learn more

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