Recreation-based businesses, such as dance studios and music schools, must accept deposits, sell services, and manage customer relations. Set up these and other key features in BackOffice before using the register.
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Add Items, Services, & Deposits
Whether you’re selling a lesson, merchandise, or a deposit, set up an item for it in BackOffice or from the Retail POS (S-Series) app (employees with BackOffice permissions only).
If you have any questions about adding or managing items, visit our Inventory FAQ.
Items and Services
Visit the Item List in BackOffice or from the Retail POS (S-Series) app (employees with BackOffice permissions only).
In BackOffice, click ‘Items’ and select ‘Item List’.
In the Retail POS (S-Series) app for iOS, tap ‘Manage Items’ on the Main Menu. For the Retail POS (S-Series) app for Android, tap ‘Setup’ on the register menu, then select ‘Manage Items’.
Enter an ‘Item Name’ and ‘Item Price’, then click ‘More fields....’ to enter additional details (steps 5 - 6), or click ‘Save’ to quickly add the item.
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If entering additional details, fill in the item's fields.
Name | What the item, service, or deposit is called. This appears on the shortcut for the item, receipts, and reporting.
Price Type | How the register rings up the item price.
Fixed: Item has a predetermined price. At the Register: Cashier enters the sales price at the register. Unit Price: A fixed price per unit (oz, lb, ft, etc.) sold.
Sales Price | The amount a customer pays.
Taxable | Yes or No. Determines whether tax is charged on the item.
Track Quantity on Hand | Determines whether the item’s quantity on hand is tracked. Leave this toggled off for items that don’t have a physical quantity on hand, such as lessons and deposits.
Click the default save option or click the arrow to select another save option to finish creating the item.
Save and create new | Save the current item and create a new item. Save and keep editing | Save the current item and remain on the details page to make adjustments. Save and close | Save the current item and return to the Item List.
The last used selection will be remembered as the default save option.
A receipt is a record of payment, but it also gives the customer a link back to the business. Customize receipts with contact information and your website in BackOffice or from the Retail POS (S-Series) app (Business Owners only), then add social media links to email receipts.
Sign into BackOffice as an employee with the relevant permissions or the Retail POS (S-Series) app as the Business Owner and open receipt settings.
In BackOffice, click ‘Settings’ and select ‘Receipts and Tips’.
In the Retail POS (S-Series) app for iOS, select ‘Receipt and Tip Settings’ from the Main Menu. For the Retail POS (S-Series) app for Android, tap ‘Setup’ on the register menu, then select ‘Receipt and Tip Settings’.
Fill in as much 'Business Info' as desired for receipts.
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(Optional) Click ‘Choose Image’ to upload a business logo for the top of email receipts.
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Click 'Save' to save changes.
Select the 'Email Receipt' tab.
Fill in the information to appear on the email receipt.
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Logo Link | Enter a URL to make the store logo a clickable link. Heading | A heading that appears under the logo. Message | A message that appears under the Receipt Heading.
None / Image / Text | Upload an image or enter text to appear above the social media links. For ‘Image’, tap ‘Choose Image’ to upload an image file. Banner images must be in .PNG, .JPG, or .GIF format and cannot exceed 70kB in size. For ‘Text’, enter a message. Message Link | Enter a website URL to send customers to when they click the image or text banner.
If you have employees, add them to BackOffice so they can use the register. In BackOffice, you can track their sales and time clock punches.
If you have questions about adding or managing staff, visit our BackOffice FAQ.
This feature is only available for Lightspeed Retail merchants on select pricing packages.
In BackOffice, click 'Staff' and select 'Staff List'.
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Click 'Add Staff'.
If prompted, set a new register code for the Business Owner and tap 'Enable PIN'.
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Enter at least a first name, last name, register code, select a role, and click 'Save'.
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Register Code | 4-digit code that allows an employee to clock in and out and sign into the register. Role | Select ‘Cashier’ or ‘Manager’. Cashiers can run sales, returns, and perform other cashier functions at the register. Managers can perform cashier and manager functions, such as opening the register shift and cash drawer. BackOffice Access | Select a level of BackOffice access to give to an employee. Visit our Manage Staff article to learn about the different types of BackOffice permissions. Don’t see ‘BackOffice Access’? Visit our Staff Troubleshooting guide for help.
Learn about employee settings and permissions in the full Manage Staff support article.
Use Mailchimp to send email marketing campaigns to customers. The customer information added at the register and in BackOffice automatically syncs to Mailchimp once set up.
