ID cards are a scannable QR code that allows you to quickly pull up a customer’s account on the POS. These cards can be used to identify customers in your membership program or bring up account information.

ID cards can be either online or offline. Online cards can only be sent as an email to your customer, but offline cards can be exported as a table file to create physical cards from a printing or ad agency.

To get started with ID cards, contact Support to have a batch of cards added to your account. In the request, specify what you would like to call the batch and whether you would like the batch to be online or offline.

Editing the name of ID cards

Once ID card batches have been added to your account, you can edit their names from the Back Office. If you have multiple batches, assign them unique names to easily differentiate them.

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. From the navigation menu, select Customers > Card batches.
3. Click the ID tab.
4. Click the name of the card batch you wish to edit.
5. Enter the new name in the box.
6. Click the checkmark button to save and confirm.

Finding a specific ID card

To find a specific ID card, use the search function to filter through available cards.

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. From the navigation menu, select Customers > Card batches.
3. Click the ID tab.
4. Click the search icon beside the card batch you wish to search within.

   

5. Use the filters for a defined search.
• UUID: The unique alphanumeric code that corresponds with the QR code for the card.
• ID: The unique identification code associated with each card.
• Email: If the card you are looking for is assigned to a customer account and you know the customer's email address, you can filter your results by the customer’s email address.
• Created by: The location where a card was created. Cards can be used at all locations, no matter what location generated them originally.
• In batch: The batch the card belongs to, if you have multiple batches.
• Last activity: The time period when the card was last used. Options are Never, Last month, Last day, and Last year.
• Type: The type of card. Options are VIP, GIFT, PUNCH, and ID.
• Revocation status: The status of the card. A revoked card is no longer valid for the customer to use.
• Customer link: The account status of the card. Linked cards are assigned to a customer account.
6. Click Search to start the search.

From the search page, you can revoke a card, assign a customer to a card (online only), and view the assigned customer's name and email. Click on the UUID in the Back Office to review the card's lifecycle, including when it was linked to a customer, when it was sent to the customer's email, and any revocations.

Exporting and printing ID cards

To use ID card codes physically, export them as a CSV (comma-separated values) file from the Back Office. Only offline ID cards can be exported and used physically.

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. From the navigation menu, select Customers > Card batches.
3. Click the ID tab.
4. Click Export to CSV next to the batch of offline ID cards you want to export.

   

5. Open the CSV file in a spreadsheet program, such as Excel, to view the UUID and URL for each card in the batch.
6. (Optional) Click a card's URL to assign it to a customer. A new page will open in your browser.
   1. Enter the customer's first name, last name, and email address.
   2. (Optional) Enter more detailed contact information, such as address and phone number, by clicking Show more.
   3. (Optional) Choose the language used in emails about the ID card.
   4. Click Save. An email containing the ID card's QR code will automatically be sent to the email address provided.

      

7. In the downloaded spreadsheet, delete all columns except the URL column, save the file in an Excel-compatible format (.xls or .xlsx), and send the file to your trusted card printer.

Assigning ID cards to a customer via the Back Office

Assign a customer to an ID card from the Back Office. This option is only available for online card batches.

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. From the navigation menu, select Customers > Card batches.
3. Click the ID tab.
4. Click the search icon beside the card batch you wish to assign a card from.
5. Click the envelope in the row of an unassigned card.
6. Enter the customer's email address in the box. Only customers who have been added to the Customer list can be assigned to an ID card.
7. Click the checkmark to assign. An email containing the ID card's QR code will automatically be sent to the email address provided.

Assigning ID cards to a customer via the POS

1. Log in and start a user shift in the Lightspeed Restaurant app.
2. Tap the scanner icon in the upper-right corner.
3. Align the QR code on the ID card with the rear-facing camera on the POS device so it appears in the blue box on the screen.
4. Wait for the customer search to appear on the screen.
5. Enter the customer's name or email address into the prompt.
6. Select the corresponding customer entry.
7. Tap the Add customer button.

If you assign the customer to a new ID card while processing the customer's order, the order will be automatically assigned to the customer.

Revoking ID cards

Revoke an ID card from the Back Office to prevent a customer from using it.

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. From the navigation menu, select Customers > Card batches.
3. Click the ID tab.
4. Click the search icon beside the card batch you wish to search within.
5. Use the search options to find the card you wish to revoke, or scroll down.
6. Click Revoke card.

To give the customer access to the card again, follow the steps above and click Unrevoke card.