Adding a customer via the Back Offce

About customers

Creating a customer profile on Lightspeed Restaurant is useful for building customer loyalty and retention and for better organizing transaction records. Once a customer exists on Lightspeed Restaurant POS (K), you may add them to an order or offer email receipts.

In regions where invoicing is supported, a customer must be added to Lightspeed Restaurant before creating a customer invoice.

Adding customers

Add customers one at a time from the Back Office to track their contact details, addresses, and other personal information. After adding a customer to Lightspeed, assign them to orders in the Restaurant POS app to track their transactions and items ordered.

Customers can also be imported in bulk from the Back Office or added in the Restaurant POS app individually.

Adding customers to the Back Office

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

1. Log in to the Back Office with your Lightspeed Restaurant 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. Fill in as much or as little information as desired according to the needs of the business.

Setting name	Description
First name (required)	Given name of the customer.
Last name (required)	Surname of the customer.
Email	Customer’s personal email address.
Company	Business the customer represents.
Tax ID	In required regions, the customer’s tax identifier.
Language	Preferred language of communication.
Primary phone number	Main phone number, such as a home or cell number.
Secondary phone number	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	Customer’s main residence and mailing address.
Secondary home address	Customer’s secondary residence or mailing address.
ZIP	Postal code associated with the customer’s addresses.
City	City associated with the customer’s addresses.
State	State or province associated with the customer’s addresses.