Use Lightspeed (R-Series) customer profiles with TapMango so the right person earns points and can redeem rewards on the sale.
I use Lightspeed (R-Series) customer profiles
If you keep your customer information in Lightspeed, or you want to, this is the method for you.
Do I need to make every customer in Lightspeed (R-Series)?
No. TapMango can automatically create Lightspeed customers when a new customer signs up in TapMango, using the same phone number and email address from the TapMango sign-up.
This is the advised method, compared with creating customers in Lightspeed directly, because the customer consents to SMS on the tablet.
But can I make customers in Lightspeed (R-Series)?
Yes. There are two ways to bring a customer from Lightspeed into TapMango. This may fit better if it matches how you and your staff use Lightspeed.
Put through a sale
Any time a sale is completed in Lightspeed, TapMango looks at the customer and searches by email or phone number. If there is no match, TapMango creates that customer in TapMango.
These customers still need to agree to SMS consent on the tablet, or through an opt-in SMS sent to them.
Use the rewards button
If you create and then attach a new customer in Lightspeed, or attach a customer who does not exist in TapMango, TapMango will try to match or create that customer in TapMango when you click the rewards button.
How do I give points?
Give points by making sure the right person is on the sale in Lightspeed.
Create your rewards button first. If you have not, see Adding the TapMango Rewards Button to Lightspeed (R-Series).
How do I redeem a reward?
Rewards must be set up first. See Lightspeed (R-Series) Integration - Setting Up Rewards if you have not already.
If you have any questions, talk to us and we'll be happy to help.
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