Resurva integrates with Lightspeed (formerly Vend) to handle in-store payments, sell and manage inventory, and take your business even further by selling gift cards, running promotions, and providing discounts.
Get a Lightspeed account
To start managing in-store payments and inventory, you'll need to connect a Lightspeed account. If you don't have an account, you can learn more in this article: Resurva x Lightspeed.
Connect your account
If you already have a Lightspeed account, you can connect it from the Resurva dashboard by navigating to Manage > POS. Find step-by-step instructions for connecting an account in this guide: Lightspeed setup guide.
What is a parked order?
Appointments in Resurva are sent to your Lightspeed register as a parked order when the client checks in. At the end of the appointment, you can select the parked order on your register to check out the client.
At this point, you can add products or discounts, and the customer can pay for their appointment using cash, credit, debit, even gift cards or loyalty points - learn more about gift cards and points in this article: Set up discounts, loyalty programs, and promotions.
When a client arrives for their appointment, you can check them in on Resurva by clicking on their time slot to view the appointment details, and clicking Check In. If your appointments are sent to your Lightspeed register automatically, you can proceed to check out the client.
If your appointments are not sent to your register automatically, you'll also need to click the Vend button to send the appointment details to your register. You can toggle the option to send appointments automatically to Lightspeed in Manage > POS.
At the end of an appointment, you can find the appointment on your Lightspeed register by clicking Retrieve Sale at the top right, or by going to Sell > Sales History, and selecting the parked sale. Parked sales are ordered by the time they were parked (sent to your register from Resurva), so your most recent appointment should be at the top.
You can view the invoice details on the right, and add products or services by using the search bar on the left. You can also add a private note for staff by clicking Note on the bottom right.
Optional: add a customer profile
When an appointment is sent from Resurva to Lightspeed, all of the appointment details will be transferred to your register, including the client's Lightspeed profile with the history of their transactions.
If the parked sale doesn't have a customer listed on the top right, you can search for or create one by clicking Add a customer. Learn more about customer profiles in this article: View and edit customer profiles in Lightspeed .
Optional: add a discount or promo code
You can enter a discount or promo code at this step, using the Discount or Promo Code buttons on the bottom right. Learn more about discounts in this article: Set up discounts, loyalty programs, and promotions.
Finalize the sale
Once you've finished creating the invoice, click the Pay button on the bottom right. The total cost will be displayed in the button. Select which payment method the client is using, and follow the steps to complete the sale. If the client wants to pay with a gift card or store loyalty, you can select it at this step.
Check out our other guides for step-by-step instructions for setting up more in-store payment features:
- Gift cards, discounts, and promo codes
- Managing product inventory
- Customer profiles
- Sales & inventory reporting
Lightspeed Retail Help Center
For more help with Lightspeed, including in depth support articles and guides, you can check out the help center: Lightspeed - Lightspeed Retail Help Center.