![]() If a customer wants to return an item, simply process the refund as usual. Once your customer has completed their registration, they'll be able to view their account balance on their phone. Your customer will receive a link to complete their registration via text message, so it is important to make sure you're confirming or entering a valid number during step 3. If you're a merchant in a high-risk vertical, your customer will receive a link to complete their registration via their email address, so it's important to make sure you're confirming or entering a valid email address number during step 3.Īny information in your customer's profile in Lightspeed Retail will become part of your customer's profile in the Loyalty Manager as well. Once you add it there, it will automatically be synced to Loyalty. If you do not capture a customer’s email address during enrollment, you can add it later in Retail POS (R-Series). It will be pre-populated if it was added to the customer’s profile in Retail POS (R-Series). Note: Adding a customer’s email address is optional. Confirm with the customer that their phone number (mandatory) and/or email address (optional) are correct before enrollment.If a customer is not already participating in your Loyalty program, you can quickly enroll them at checkout: Add the items they are purchasing to the sale.If the customer is already enrolled in Lightspeed Loyalty, you will see a note indicating their participation.All you need to do is make sure the customer is attached to the sale and that they are already enrolled in your Loyalty program.Ĭustomers who are enrolled in Lightspeed Loyalty will automatically receive their points simply by completing a transaction. The video below demonstrates the process of posting a check with tip.Awarding Loyalty points to your customers at checkout is quick and easy! Lightspeed Loyalty will automatically calculate how many points a customer's purchase has earned them based on the rules you've set up in the Campaigns section of the Loyalty Manager and assign them to the customer's Loyalty point balance after the transaction is completed. NOTE: For tips to post correctly, the account number must be entered from Settings > Integrations > POS Integrations > Lightspeed POS, and the ACCOUNT STATUS must be set to OPEN from Front Desk > Accounts. ![]() The new check with all the correct details can then be sent to Stayntouch PMS via room charge. The void will cancel the check in the POS.Īt this point, a new check needs to be created with the correct charges and tip amount for it to integrate with PMS. If it is found that there is an item on the check that was missed or a tip was not posted, the check must be voided in Lightspeed POS. Lightspeed POS will allow a user to update checks, but this is not supported by the interface.ĥ. Once finalized, no further changes should be made to the check on Lightspeed POS, as it will not integrate with Stayntouch PMS. You can then select the Finalize button to post the tip, and this will post to PMS, as well.Ĥ. ![]() Upon posting a payment, the option to Add tip will appear. The charge will appear in Stayntouch PMS, but Lightspeed is still awaiting a tip. In Lightspeed, the bill will show as Paid.ģ. Once the Room button is selected, this will send the check to the guest bill. Room charge should only be selected once you have the signed check from the guest that would have the tip added. Lightspeed POS will post the payment to Stayntouch PMS. To post a payment to the room, select the PAY button and then the Room button, and enter the room number or customer name. You can perform a room inquiry by following the instructions in Step 2, only without posting the payment.Ģ. This allows you to verify a guest has checked into a room at the hotel and confirm they have billing privileges. Before adding a room charge, we recommend you perform a room inquiry. Applies to: Stayntouch PMS Interface Between Lightspeed POS & Stayntouch: Tips/Changes to Checksīelow are the steps required to post a check with a tip:ġ. ![]()
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