Pet 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 Pet 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 |
|---|---|---|---|---|
| Polly | Pet | Pet Parent Club | Pet | No |
| Allie | Adopt | Breeders and Fosters | Pet | Yes |
| Harry | Dunn | Groomers | Pet | No |
| John | Dolittle | Veterinarians | Pet | No |
| Will | Wholesaler | Wholesaler | All | No |
| Tony | Hawk | VIP | All | No |
| Barbie | Doll | VIP | All | No |
| Cash | Money | VIP | All | No |
| Walter | White | VIP | All | No |
| John | Doe | Tax Exempt | All | No |
| Danny | Drawing | Tax Exempt | All | Yes |
Promotions
| Start Date | Promotion Name | Recurring | Availability | Online? |
|---|---|---|---|---|
| Sep 29 | Pet Parent Club | - | Pet | Yes |
| Sep 29 | Walk and Wag | - | Pet | Yes |
| Sep 29 | Groomers Discount | - | Pet | Yes |
| Sep 29 | Pet Parent Club | - | Pet | Yes |
| Jan 22 | Staff Discount | - | Online & all outlets | Yes |
| Feb 20 | Student Discount | - | Online & all outlets | Yes |
| Jan 22 | VIP code | - | All outlets | No |
Price Books
| Name | Customer Groups | Location | Online? |
|---|---|---|---|
| Groomer Pricing | Groomers | Pet | Yes |
| Breeder and Fosters Pricing | Breeders and Fosters | Pet | Yes |
| General Price Book (All Products) | All customer groups | All | Yes |
| High Loyalty VIP book | VIP | All | Yes |
| Online Price book | All customer groups | Online | Yes |
PO's/Transfers/Returns/Inventory Counts, etc.
PO's for this vertical:
Transfers for this vertical:
Vendor Returns for this vertical:
Inventory Counts for this vertical:
Integrations
Resurva
Use the Resurva integration to showcase how customers can book a service from the booking page and sync it directly to the POS. This shows retailers how they can capture service revenue 24/7 and manage their shop’s calendar directly through the Lightspeed X interface.
Marsello
Use the Marsello integration to showcase how customers can join loyalty programs, earn points on purchases, and easily redeem rewards both online and in-store. This shows retailers how they can drive repeat business and automate targeted email and SMS marketing campaigns directly alongside their Lightspeed X point of sale.
ShipStation
Use the ShipStation integration to showcase how businesses can easily import online orders, compare carrier rates, and print shipping labels in bulk. This shows retailers how they can streamline their ecommerce fulfillment process and automate tracking updates for customers directly alongside their Lightspeed X point of sale.
Shopify
