Health and Beauty Cheat Sheet
A guide for everything you need to know about this vertical - promotions, customers and customer groups, product info and vertical-specific integrations.
Pre-Demo Checklist
Run a successful demo
⭐️ Log in to any relevant integrations, ecommerce sites, and websites, and open them in separate browser tabs.
⭐️ From the Sell Screen, select the Health and Beauty location and the register assigned to you.
⭐️ Open the register and set the opening float for the day.
⭐️ Review your demo notes and confirm your key demo workflows are clearly defined.
⭐️ Update quick keys so they align with your planned demo scenarios.
Use the vertical-specific information below to finalize your demo preparation.
After your demo, refer to the Post-Demo Checklist to complete your follow-up tasks.
Customer Personas
| First Name | Last Name | Customer Group | Vertical | Tax Exempt |
|---|---|---|---|---|
| Carmella | Soprano | Beauty Babes | Health and Beauty | No |
| Cindy | Lauper | Beauty Babes | Health and Beauty | No |
| Kelly | Highprice | VIP | All | No |
| Tony | Hawk | VIP | All | No |
| Barbie | Doll | VIP | All | No |
| Cash | Money | VIP | All | No |
| Walter | White | VIP | All | No |
| Will | Wholesaler | Wholesaler | All | No |
| Allison | Brie | All Customers | All | No |
| Daphney | Tienna | All Customers | All | No |
| Donald | Glover | All Customers | All | No |
| Duff | Beer | All Customers | All | No |
| Feng | Name | All Customers | All | No |
| Frank | Reynolds | All Customers | All | No |
| Jamie Lee | Curtis | All Customers | All | Yes |
| Mary | Pretend | All Customers | All | No |
| Steve | Brule | All Customers | All | No |
| Tiffany | Blue | All Customers | All | No |
| Tony | Soprano | All Customers | All | No |
Promotions
| Start Date | Promotion Name | Recurring | Availability | Online? |
|---|---|---|---|---|
| May 26 | Beauty Babes Discount | - | Health and Beauty | No |
| June 11 | Buy 1 lipstick, get 1 20% off | - | Health and Beauty | Yes |
| Jan 22 | VIP code | - | All outlets | No |
| Jan 22 | Staff Discount | - | Online & all outlets | Yes |
| Feb 20 | Student Discount | - | Online & all outlets | Yes |
Price Books
| Name | Customer Groups | Location | Online? |
|---|---|---|---|
| Health and Beauty Wholesale | Wholesaler | Health and Beauty | Yes |
| Online Price book | All customer groups | Online | Yes |
| General Price Book (All Products) | All customer groups | All | Yes |
| High Loyalty VIP book | VIP | All | Yes |
PO's/Transfers/Returns/Inventory Counts etc.
PO's for this vertical:
Transfers for this vertical:
Trans QY9J - Thu, Jun 11, 2026
Vendor Returns for this vertical:
Inventory Counts for this vertical:
Integrations
Shopify
Health and Beauty Shopify Page
NuORDER
In demos, use NuORDER to show how Lightspeed X handles premium wholesale management and stock replenishment for health and beauty brands. It transforms your catalog into a digital showroom where spa directors, salon owners, and boutique beauty buyers can browse seasonal cosmetics collections, premium skincare lines, and salon-grade backbar essentials.
Retailers can effortlessly place bulk pre-orders for new product launches or quickly replenish fast-moving core inventory, syncing everything directly back to Lightspeed. It’s perfect for demonstrating how to scale a health, beauty, or wellness brand from a localized boutique or salon into a powerhouse wholesale distribution network.
Brands in this space:
Moroccanoil
Dermalogica
Oribe
Anastasia Beverly Hills
Malin+Goetz
Resurva
Use the Resurva integration to showcase how health, beauty, and wellness businesses can offer seamless online booking for appointments—like haircuts, facials, massages, or lash extensions. Clients can effortlessly book their preferred service, stylist, or esthetician 24/7 directly from the business's website, with everything syncing in real time to the POS.
Marsello
Integrate Marsello to show health and beauty retailers how to turn one-time salon or retail shoppers into lifelong clients. It bridges the gap between in-store consultations and online purchasing, allowing clients to automatically earn rewards on premium skincare, cosmetics, and wellness services. With data syncing directly to Lightspeed, businesses can launch automated, targeted email and SMS marketing campaigns based on treatment history and purchasing behavior to maximize customer lifetime value.
