Welcome to Lightspeed Retail! In this article, you'll find answers to frequently asked questions about the Retail POS (X-Series) onboarding process.

What’s included in my onboarding package?

Your onboarding package includes:

• 1 kickoff session (90 min).
• 3 training sessions (60 min/each).
• 1 wrap-up session (30 min).
• 1 upload of these import files:
  • Product
  • Customer
  • Supplier
  • Gift card data

Your dedicated Implementation Consultant will walk you through key topics and will be available to answer questions along the way.

You’ll also have access to Lightspeed Academy videos for self-guided onboarding, the Retail Help Center for further learning, and Speeder, our AI Agent, for quick answers to questions throughout your journey.

How long are onboarding resources available to me?

The 1:1 sessions included in your onboarding package are available up to 60 days from account activation.

Who should be part of the onboarding process?

The Account Owner, the primary point of contact, should be part of the set up and training process. You may want to include other key users who will have Admin access, like finance or senior management, in the sessions, but this is completely up to you.

Who will I be working with at Lightspeed during my onboarding?

During your setup and training period, members of the onboarding team will be your primary points of contact:

• Your Account Executive will work closely with you to understand your business needs, set you up with the right products, and help you order hardware.
• Your Implementation Consultant will walk you through guided sessions to get you set up and ready to sell in Retail POS and eCom (E-Series) (optional).
• The Hardware & Lightspeed Payments Support teams will be there to help with technical support as you prepare your hardware and Lightspeed Payments setups.

When you start selling, your Account Manager will become your primary point of contact.

How do I book 1:1 training sessions?

To book your training sessions, follow the links provided in the onboarding emails or contact your Implementation Consultant.

If you or key stakeholders are unable to attend a session, please let us know 24 hours in advance to reschedule. Training sessions end after 15 minutes if trainees aren't present and will need to be rebooked.

After training sessions, you can review what you learned in our onboarding checklists.

Why should I attend 1:1 training sessions?

Our training sessions are designed to help make your migration to Retail POS as seamless as possible, so you and your team can get up and running faster. You’ll work 1:1 with your Implementation Consultant to learn the best ways to harness the power of Retail POS to maximize value according to your unique business needs.

During the sessions, your Implementation Consultant will walk you through essential first steps and you’ll develop a customized onboarding plan and timeline together. Sessions can be combined or rearranged if schedules permit.

What are the topics of the training sessions?

Your 1:1 training will be tailored to your unique business needs and timelines, but generally the sessions cover:

• Navigating Retail POS:
  • Exploring the product.
  • Configuring your account.
  • Data files walkthrough.
• Dedicated data session (optional):
  • Preparing and importing data files.
• Selling with Retail POS session:
  • Setting up registers.
  • Processing sales.
  • Payments and cash management.
  • Final imports.
• Inventory and reporting:
  • Ordering stock.
  • Managing inventory.
  • Setting up reports.
• Selling online with eCom (E-Series) (optional)

What do I need to prepare for my training sessions?

Properly formatted product, customer, supplier, and/or gift card data files are required at least 48 hours prior to the Dedicated data and/or Selling with Retail POS session to maximize the value and relevance of the training.

During onboarding, importing products and other data will be a collaborative effort to help ensure everything is migrated to Retail POS according to your requirements.

How do I order hardware?

If you need additional hardware, please reach out to your Account Executive and they will help you place an order. When your hardware arrives, you can schedule time with a Hardware Specialist to help with pairing and setup.

How do I get started with Retail POS?

For the most tailored experience, book 1:1 training sessions with your Implementation Consultant after activation. You can also check out Lightspeed Academy videos to watch short videos and explore learning paths covering the essentials.

In the meantime, add your first product and get a feel for Retail POS. Don’t worry, you can fine-tune later!

Quick add a product

Use the Quick Add Product wizard on the Catalog > Products page to add your first product.

Add a product

Already dismissed the quick-add card? No problem.

Click Add product, fill out the basic information, and save.

Import products

Import products using the template. Add a unique name, supply_price, and retail_price. You can leave the other fields blank for now. Save your file and export as a CSV. In Retail POS, click Import and upload your file.

What's next?