Click on your name (top right) > Account settings.
Scroll down on the lefthand side menu and click on Quote Follow-up under Lightspeed R-Series.
Configure Quote follow-up messaging.
The following merge fields are available in this module to customize the messaging to the customer:
First Name - Autofills the customer's first nameLast Name - Autofills the customer's last name
Shop Name - Autofills the business name
Payment Link - Will automatically generate an Ikeono Payments link of the quote total (Ikeono Payments must first be enabled for this feature to work)
Quote ID - Autofills the Lightspeed quote ID
Total - Autofills the Lightspeed quote totalOnce your messaging is complete, don't forget to save it!
Enable automation on individual quotes in Lightspeed under Customers > Quotes > Specific Quote ID.
In addition to being able to set up automated follow-ups for specific quotes, you will also now have full texting within each quote for manual follow-ups as well.
