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 name
Last 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 total
Once 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 automated follow-ups for specific quotes, you can text customers from within each quote for manual follow-ups.
