Workflow in Lightspeed. Enrolling a customer. Redeeming a reward. Checking loyalty account, rewards, points. Add a customer. Add a member.
Prerequisite: you have configured the Thirdshelf button in Lightspeed as explained in this guide.
Workflow video
The short video walks you through the functions below.
Workflow summary
For everything you want to do with Thirdshelf through the Lightspeed Sales screen, the steps are the same:
- Attach a customer to the sale using Lightspeed's Search function
- Click the Thirdshelf button
- Perform the action you wish: redeem a reward; enroll the customer; or simply consult their loyalty profile.