How to Search for a Customer Profile From the Signup Screen on Lightspeed Retail?

• When a business has multiple Lightspeed Retail branches connected to Kangaroo, customer profiles created in any branch can be searched and reused.

• This feature helps avoid duplicate customer profiles and ensures a smoother checkout process.

• Using the "Attach to Sale" option allows you to search for existing profiles from other branches and automatically create the customer in the current branch.

Steps to Search and Attach a Customer Profile

• Go to the Lightspeed Retail Sales page.

  

• Click on “Attach to Sale.”

  

• At the bottom of the Customers page, use the search bar to look up the customer by:

  • Name

  • Email

  • Mobile number

• The system will display available matches from other connected branches.

• When you locate the correct customer:

  • Select the customer profile.

  • Click “Save and Attach to Sale.”

  
  

• Customer information will automatically populate the required fields.

• The customer will be attached to the sale, enabling you to complete the transaction without manually creating a new profile.