Welcome to your reference for the (3) training stages outlined by iPOS for your transition to Lightspeed. The more time you and your team devote to learning, training, and testing, the better your experience will be. iPOS is here to guide you every step of the way!
Don't forget to save this article to your favorites and bookmark it by clicking the star ⭐️ in the upper right corner of the url bar.
Pro Tip! When looking for a specific topic or link, hit CTRL + F on your keyboard and type in a key word to navigate this article with ease.
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Stage 1 | The Basics - Laying the Foundation
You will want to watch both the backend and frontend webinars to create a foundational knowledge of Lightspeed and familiarize yourself with the look, feel, and terminology. When viewing the webinars, you will need to provide information to register / login.
Below each webinar link is a list of topics covered and links to applicable help articles (and videos) for reference. We recommend you share these recorded webinars with your staff / anyone who will be utilizing Lightspeed in these areas or training other team members. Please note any questions that arise to be addressed in your 1-1 training with Lightspeed and subsequent trainings with iPOS.
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*Backend Webinar (Retail Manager)
- Shop Settings & General Account Settings
- Employee Setup
- Taxes
- Discounts
- Categories
- Adding Items
- Creating Matrices
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*Frontend Webinar
- POS Essentials (On iPad and Computer)
- Login into the system
- Clocking in/out
- Opening register
- Making a sale
- Making a return/exchange
- Closing the register
- Advanced workflows
Lightspeed Help Center
The Lightspeed Help Center has in depth videos, articles, and step-by-step instructions with screenshots on various topics. Use the search function for keywords or navigate topics on the left-hand menu.
^bookmark this for future use
Testing / Practicing / Training in Lightspeed
As you progress in training, you and your team will want to perform some basic tasks and functions to learn hands on in your new system. Don't worry, test transactions can easily be archived!
1. Logging In to Lightspeed (Primary User)
LIGHTSPEED R-SERIES LOGIN LINK
^bookmark this for future use - iPOS will configure in Google Chrome before Go Live
To log in to your Lightspeed account for the first time, click "Forgot your password" underneath the login area, enter your email, and follow the password reset instructions that are emailed to you. Please make note of your credentials.
2. Create Employees + Practice Logging In / Out
- Setting Login Credentials
- External Login + PIN Access
- Adding / Editing Employee Roles
- Changing Between Employees
3. Create Test Item
4. Create Test Customer
5. Create Test Vendor
6. Test Sales
7. Test Refunds / Exchanges
Stage 2 | Lightspeed 1-1 Training Q&A
To schedule your 1-1 training with a Lightspeed Implementation Specialist, you must first completely review both the backend and frontend webinars above and collect a list of questions or areas of desired training. Please email onboard.na@lightspeedhq.com and request a scheduling link. Be sure to let the onboarding team know you have completed the webinars by viewing recordings and do not need to schedule and attend those first. iPOS is happy to assist in facilitating this with and for you as well - just let us know!
Stage 3 | iPOS Customized Workflow and Reporting Training(s)
After completing the webinar trainings and initial 1-1 with Lightspeed, those who have purchased professional services, including training, from iPOS, will be able to schedule (1) hour training sessions. These sessions may be pre-paid or billed as needed.
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Training Inquiries
For any questions regarding training, please reach out to iPOS via phone at (570) 906-8598 Option 3 for Support OR email helpdesk@individualpos.com and a team member will get back to you as quickly as possible.
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