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Welcome to Lightspeed Restaurant (K series)

Welcome

Welcome to Lightspeed!

Use this page to navigate your onboarding journey and prepare to launch your Lightspeed system. Your Onboarding team will be in touch along the way so don't hesitate to lean on them for guidance.

Ready? Get started with step 1.

Onboarding timeline for Lightspeed Restaurant (K series)

Step 1: Menu setup

Set the foundation of your system by setting up your menu, accounting groups, devices, and more.

Watch the video below or register for the live webinar. Afterwards, be sure to:

1. Complete the import file (Note: To start using the file, click File > Make a copy)
2. Email the import file to your Product Specialist: [email protected]
3. Book a 30-minute appointment with your Product Specialist for support with the file
4. Visit our help article for more details


Step 2: Account customization

Customise your account settings with floor plans, discounts, user permissions, and more to reflect the unique needs of your business.

Watch the video below or register for the live webinar. For detailed written instructions, please visit our help articles.


Step 3: POS training

Get an overview of the iPad workflows you need to know to run a shift from open to close.

Watch the webinar recording below or register for the live session (the live webinars are tailored to the audience in attendance and provide an opportunity to ask questions). Visit our help articles for more detailed written instructions.


Step 4: Hardware and Payments

By this point, you’ve set up your menu, customised your account and are ready to connect your hardware devices.

Click the link below to visit our help articles with detailed written instructions or click here to request a hardware call from a member of your technical support team.


Step 5: Launch

Rreview the checklists and do a trial run with your staff before you launch your new system. You'll want to make sure your hardware is connected and your staff is comfortable using the iPad.

Don't feel ready to launch? Book a one-on-one with a Product Specialist.


Contacts

Onboarding Coordinator: As your main point of contact, they’ll guide you through onboarding all the way to your launch date. If you have questions about what to do next or wish to book a one-on-one with a Product Specialist, send them an email at [email protected] or call 1-844-365-2868.

Product Specialist: Product Specialists host the webinars as well as one-on-one training sessions. To book a one-on-one, please contact your Onboarding Coordinator.

Technical Support: If you can’t find the answers you’re looking for in the help articles or if you have an urgent request, our support team is happy to help.

Account Manager: After you've completed your onboarding journey and successfully launched your new system, you'll be assigned an Account Manager.


Resources

Help Center: Learn how to set up and manage your system by exploring our help articles, starting with the Getting Started guide.

YouTube: Visit our Video Help Centre (YouTube) to see all of our tutorial videos in one place.

Webinar videos: Prefer to learn on your own schedule? Watch the recorded webinar videos below.

 


FAQs

I have Lightspeed Payments included in my subscription. What happens next?
To start the process, you’ll get an email with a link to your Lightspeed Payments application. The application lives in a secure portal, and the information gathered is used for underwriting purposes only. To speed up the review process and minimize follow-ups from our Underwriting team, we recommend that you have your business and banking details handy and fill out the form as accurately as possible.

What details should I have handy for my Lightspeed Payments application?
Here’s what most businesses can expect to provide:

- Document signer’s personal information (e.g. SSN/SIN)
- Legal Business Name (e.g. LLC or corporation you’ve registered with)
- Tax ID (e.g. EIN)
- Business address
- Bank Account associated with your business (where your funds will be deposited)

New Business owners may need to provide additional documents:
- Proof of occupancy (e.g. lease agreement)
- Proof of legitimacy (e.g. liquor license, building permit, banking documents, etc)

Click here to learn more.

Why do I need to provide details about my business for my Lightspeed Payments application?
Lightspeed is required by law to follow local regulatory requirements and banking regulations, as well as conduct anti-money laundering verifications for Lightspeed Payments. This is why the application asks you to provide sensitive information about your business and anyone who qualifies as a 'beneficial owner' of your business. If you have questions about any of the requirements, please don’t hesitate to email our team at [email protected]

When will I receive my hardware?
Your hardware will be shipped as soon as your Lightspeed Payments application has been accepted. The tracking number for your shipment will be sent to you by email. Shipping times can vary.

I still haven’t received my hardware. What do I do?
If you did not receive an email with the tracking number or have questions or concerns about your hardware shipment, please contact our billing team at [email protected]

Do I need my iPad or other hardware before I can start setting up my system?
Nope, we recommend that you use a desktop or laptop computer and get started as soon as possible.

How do I log in for the first time?
You should have received an email prompting you to reset your password. Please visit the login page and use the primary email address associated with your account to reset your password.

How do I schedule an onboarding call with a Product Specialist?
Email [email protected] or call 1-844-365-2868 to contact your Onboarding Coordinator. Please specify your preferred weekday and time for an onboarding call and they will coordinate that for you.

What does an onboarding session entail?
In addition to webinars, you have four one-on-one onboarding sessions with a Product Specialist available to you: three 30-minute sessions and one 1-hour session. Sessions take place over Zoom and are hosted from Monday to Friday, during office hours. You don't need your hardware for these sessions, just a desktop or laptop computer with a working internet connection.

I have more questions about my new system and what to do next. Where do I go?
Please visit our Help Center for more information or contact your Onboarding Coordinator at 1-844-365-2868 or email [email protected]