How to Opt In or Opt Out a customer from Loyalty on Lightspeed Retail

1. Opt-In (New customer joining the loyalty program)

• The clerk looks up the customer, after clicking on "Attach to sale"

  

• On the same screen, the clerk enters the customer’s information.

  

• The lookup screen will display Opt-in or Opt-out toggle.

  

• If the customer chooses Opt-in:

  • A profile is created in Lightspeed (LS) and Kangaroo (KR).

  • The customer becomes part of the loyalty program.

  • Points are earned normally (including any bonus points).

  • The customer receives the welcome message.

  • The transaction will award points based on the loyalty rules.

2. Opt-Out (New customer refusing the loyalty program)

• The clerk looks up the customer, , after clicking on "Attach customer"

• The lookup screen shows Opt-in or Opt-out toggle.

• If the customer chooses Opt-out:

  • The customer is still created in KR and the POS, but:

    • They are marked as point exempt.

    • No welcome message is sent.

    • No welcome bonus is given.

  • The transaction will show 0 points.

Important: Difference Between Opt-Out and Point Exempt

• Opt-Out:

  • The customer voluntarily declines loyalty.

  • No bonus points.

  • No welcome message.

  • Transaction shows 0 points.

• Point Exempt:

  • The customer belongs to a type/category that is excluded from earning points (e.g., staff, special accounts).

  • Transaction also shows 0 points,
    but this is not the same as opting out of the program.