Lightspeed Retail POS (R-Series)
Work order · Waiting
Zidy sends
Hi Sam, your work order is now marked Waiting. Reply here if you have a question for our service team.
ZIDY + LIGHTSPEED RETAIL POS
Your shop moves.
Your customers
stay in the loop.
Connect Lightspeed events to helpful customer messages in Zidy. From repair estimates and approvals by text to pickup notifications, keep the next step within reach.
Lightspeed Zidy Inbox
R-Series eventWork order estimated
Your estimate is ready.
X-Series eventOrder ready for pickup
Your order is ready to collect.
R-Series eventSale completed
Thanks for visiting. How did we do?
Illustrative messages from different workflows.
Lightspeed R-Series
Service & repair, connected.
A repair inquiry becomes a work order, a finished job and a thoughtful follow-up.
The conversation starts before the work order.
AI can welcome a first SMS or webchat inquiry, respond after a missed call or follow up after a voicemail. The team has context when it takes over.
SR
Sam RiveraExample customer · Zidy Inbox
Zidy AI + InboxNew service inquiry
AI summary · Repair inquiry. Team to confirm a service time.
CUSTOMER CONVERSATION
Reply from your business number…
Make the first handoff clear.
When the team opens the work order in Lightspeed, Zidy sends the customer a message. Replies give the team a shared place to continue.
SR
Sam RiveraExample customer · Zidy Inbox
Lightspeed Retail POS (R-Series)Work order · Open
Work order · Open
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
Get the repair approved by text.
When the work order is marked Estimated in Lightspeed, Zidy sends the estimate. The customer approves or asks a question by SMS. The team sees the response in Zidy and continues managing the repair in Lightspeed.
SR
Sam RiveraExample customer · Zidy Inbox
Lightspeed Retail POS (R-Series)Work order · Estimated
Customer approval received · Visible to your team in Zidy.
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
Keep the customer in the loop when the work is done.
The Finished work-order event prompts a customer message. Arrange the pickup in the same conversation.
SR
Sam RiveraExample customer · Zidy Inbox
Lightspeed Retail POS (R-Series)Work order · Finished
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
A recorded payment gets a clear acknowledgment.
When the work order is marked Paid in Lightspeed, Zidy sends its payment-status message.
SR
Sam RiveraExample customer · Zidy Inbox
Lightspeed Retail POS (R-Series)Work order · Paid
Lightspeed work order · Paid
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
Make the completed sale the start of aftercare.
Sale Completed is its own Lightspeed event. Use it to send a follow-up and request a review.
SR
Sam RiveraExample customer · Zidy Inbox
Lightspeed Retail POS (R-Series)Sale · Completed
Two available actions · Customer follow-up + review request
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
Step 1 of 6 · First question
When the customer journey takes another path
Waiting and custom statuses are optional branches, used when the work calls for them.
The work needs to wait
Optional statuses, when relevant to the repair.
Lightspeed Retail POS (R-Series)
Work order · Custom status
Zidy sends
Hi Sam, your repair is waiting for a part. We’ll update you when the next step is ready.
An order is being shipped
A separate shipped-order event can also keep a customer informed.
Lightspeed Retail POS (R-Series)
Order · Shipped
Zidy sends
Hi Sam, your order has shipped. Thanks for shopping with us! Reply here if you need help.
Lightspeed X-Series
Sales & fulfillment, connected.
A question becomes a purchase, a clear handoff and an open conversation with the shop.
Meet the customer on their channel.
Bring a first SMS, webchat, Facebook or Instagram inquiry into Zidy. AI can answer from business information and the team can pick up the conversation.
AM
Alex MorganExample customer · Zidy Inbox
Zidy AI + InboxNew product inquiry
Team handoff · Help Alex choose the right product.
CUSTOMER CONVERSATION
Reply from your business number…
Give a saved purchase a way forward.
When the team parks a sale in Lightspeed, Zidy can send a message. The customer can return to the conversation when ready.
AM
Alex MorganExample customer · Zidy Inbox
Lightspeed Retail POS (X-Series)Sale · Parked
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
Acknowledge the purchase.
A completed sale triggers its customer message. Keep the next order question close to the team.
AM
Alex MorganExample customer · Zidy Inbox
Lightspeed Retail POS (X-Series)Sale · Completed
Purchase example · Customer selected store pickup.
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
Make the handoff easy to plan.
When the order becomes ready for pickup in Lightspeed, Zidy tells the customer.
AM
Alex MorganExample customer · Zidy Inbox
Lightspeed Retail POS (X-Series)Order · Ready for pickup
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
The order is collected. The connection continues.
The picked-up event sends a customer message. The team can still help with the next question in Zidy Inbox.
AM
Alex MorganExample customer · Zidy Inbox
Lightspeed Retail POS (X-Series)Order · Picked up
Order · Picked up
AUTOMATIC CUSTOMER MESSAGE
Reply from your business number…
Step 1 of 5 · First question
When the customer journey takes another path
Choose the messages that match the sale and its fulfillment. Each path has its own events.
Ship the order instead
A shipping path replaces the pickup path.
Lightspeed Retail POS (X-Series)
Order · Awaiting dispatch
Zidy sends
Hi Alex, your order is awaiting dispatch. We’ll let you know when it has been dispatched.
Lightspeed Retail POS (X-Series)
Order · Dispatched
Zidy sends
Hi Alex, your order has been dispatched. Reply here if there’s anything we can help with.
The customer chooses layby
Messages at the start and payoff of a layby purchase.
Lightspeed Retail POS (X-Series)
Layby · Started
Zidy sends
Hi Alex, your layby purchase has been started. Reply here with any questions about the remaining payments.
Lightspeed Retail POS (X-Series)
Layby · Paid off
Zidy sends
Hi Alex, your layby purchase is now paid off. Our team can help you with the next step.
The purchase goes on a customer account
Messages when an on-account sale is charged and paid off.
Lightspeed Retail POS (X-Series)
Sale · Charged to customer account
Zidy sends
Hi Alex, your purchase has been added to your customer account. Reply here with any questions.
Lightspeed Retail POS (X-Series)
On-account sale · Paid off
Zidy sends
Hi Alex, the balance for your on-account purchase has been paid off. Thank you!
A saved sale is voided
The voided-sale event has its own customer message.
Lightspeed Retail POS (X-Series)
Sale · Voided
Zidy sends
Hi Alex, this sale has been voided. Please reply if you’d like to discuss the next step with our team.
The customer needs service
X-Series service orders have opened and completed message actions.
Lightspeed Retail POS (X-Series)
Service order · Opened
Zidy sends
Hi Alex, your service order is open. You can message our team here with any questions.
Lightspeed Retail POS (X-Series)
Service order · Completed
Zidy sends
Hi Alex, your service order is complete. Get in touch here to arrange the next step.
Zidy Bookings
Rentals & returns, connected.
A rental inquiry becomes a paid reservation, signed waivers and a pickup-ready booking.
A missed call becomes an open conversation.
Zidy follows up after a missed call. AI can learn what the customer needs while the team is busy or the shop is closed.
MC
Maya ChenExample customer · Zidy Inbox
Zidy AI + InboxMissed call · After hours
AI summary · 2 e-bikes requested for Saturday at 10 AM. Availability needs confirmation.
CUSTOMER CONVERSATION
Reply from your business number…
Your customer books. Your team sees it.
On your Zidy booking page, the customer chooses dates and available bikes and creates a reservation. The self-booked rental and payment request appear in Inbox.
MC
Maya ChenExample customer · Zidy Inbox
Zidy BookingsSelf-booked rental · Awaiting payment
2 × City e-bike · Saturday, 10 AM–4 PM
Payment requested$150.00
CUSTOMER CONVERSATION
Reply from your business number…
Connect the payment and confirmation.
When the booking payment is received, the reservation is confirmed and its payment status is visible in the conversation.
MC
Maya ChenExample customer · Zidy Inbox
Zidy Bookings + PaymentsRental confirmed · Payment received
2 riders · Saturday, 10 AM–4 PM
Paid$150.00
CUSTOMER CONVERSATION
Reply from your business number…
See each signature arrive.
Send the waiver link for each rider. Signed-waiver events appear in Inbox, with access to the signed document and the calendar.
MC
Maya ChenExample customer · Zidy Inbox
Zidy Bookings + WaiversWaivers signed · 2 of 2 riders
Maya Chen + second rider · Waivers complete
CUSTOMER CONVERSATION
Reply from your business number…
Help the customer arrive ready.
Scheduled booking reminders keep pickup details close. The team can see that a message is scheduled.
MC
Maya ChenExample customer · Zidy Inbox
Zidy BookingsScheduled reminder · Before pickup
Reminder timing follows the shop’s booking setup.
CUSTOMER CONVERSATION
Reply from your business number…
Move the rental forward from Inbox.
See payment and waiver readiness, then move through the booking phases. The Today dashboard keeps upcoming pickups in view.
Today · Sample rentalReady for pickup
MC
Maya Chen
2 City e-bikes · Saturday, 10 AM–4 PM
- Payment
- $150 received
- Waivers
- 2 of 2 signed
- Return time
- 4:00 PM
Payment and waivers are complete. Start the pickup to hand over the bikes.
Ready for pickup · All requirements complete.
Interactive example · Sample booking data
Keep the return in the day’s work.
Follow returns and overdue bookings from Today. Staff can progress the booking and keep its history in the customer conversation.
Today · Sample rentalRental in progress
MC
Maya Chen
2 City e-bikes · Saturday, 10 AM–4 PM
- Payment
- $150 received
- Waivers
- 2 of 2 signed
- Return time
- 4:00 PM
The bikes are checked out. Start the return when Maya arrives.
Rental in progress · Return due at 4 PM.
Interactive example · Sample booking data
Let the visit lead to a review.
An automatic review request continues the customer follow-up. Bicycles San Clemente uses this alongside Zidy bookings and automatic payments.
MC
Maya ChenExample customer · Zidy Inbox
Zidy ReviewsPost-visit review request
Connected customer history · Booking, payment, waivers and visit
CUSTOMER CONVERSATION
Reply from your business number…
Step 1 of 8 · First hello
Another payment path
Keep the payment arrangement and the next step clear.
The shop takes a deposit or an in-store payment
Zidy can show a recorded deposit, the remaining balance and an internal note for an in-store payment. The customer receives the relevant confirmation.
Example: $50 deposit recorded, $100 due at pickup. These are Zidy booking and payment details.
Illustrative workflows and product screens. Sample people, messages and amounts.
EVERY SUPPORTED LIGHTSPEED ACTION
The right message.
At the right moment.
Choose your Lightspeed edition and explore the customer messages Zidy can send when a sale, work order or fulfillment status changes.
22 actions · 9 R-Series + 13 X-Series
Send a message when a work order is Waiting
LIGHTSPEED EVENTWork order · Waiting
See an example message
Hi Sam, your work order is now marked Waiting. Reply here if you have a question for our service team.
Illustrative message.Notify customers when an order is shipped
LIGHTSPEED EVENTOrder · Shipped
See an example message
Hi Sam, your order has shipped. Thanks for shopping with us! Reply here if you need help.
Illustrative message.Follow up with a customer when a sale is completed
LIGHTSPEED EVENTSale · Completed
See an example message
Thanks for visiting, Sam. How is everything working out? Let us know if you need anything.
Illustrative message.Request a review when a sale is completed
LIGHTSPEED EVENTSale · Completed
See an example message
Thanks for choosing our shop, Sam. Would you share your experience? Here’s your review link.
Illustrative message.Send a message when a work order is Estimated
LIGHTSPEED EVENTWork order · Estimated
See an example message
Hi Sam, your tune-up and replacement cable estimate is $145. Reply APPROVE to go ahead, or message us with a question.
Illustrative message.Send a message when a work order has a Custom status
LIGHTSPEED EVENTWork order · Custom status
See an example message
Hi Sam, your repair is waiting for a part. We’ll update you when the next step is ready.
Illustrative message · “Waiting for parts” is an example custom status.Send a message when a work order is Paid
LIGHTSPEED EVENTWork order · Paid
See an example message
Hi Sam, your service payment has been recorded. Thank you!
Illustrative message.Send a message when a work order is Finished
LIGHTSPEED EVENTWork order · Finished
See an example message
Hi Sam, the work on your bike is finished. Message us to arrange your pickup.
Illustrative message.Send a message when a work order is Open
LIGHTSPEED EVENTWork order · Open
See an example message
Hi Sam, we’ve opened your work order. You can reach our service team right here.
Illustrative message.Send a message when a sale is parked (saved for later)
LIGHTSPEED EVENTSale · Parked
See an example message
Hi Alex, we’ve saved the sale you discussed with our team. Reply here when you’re ready to continue.
Illustrative message.Send a message when a sale is completed
LIGHTSPEED EVENTSale · Completed
See an example message
Thanks for your purchase, Alex! If you have questions about your order, our team is right here.
Illustrative message.Send a message when a sale is voided
LIGHTSPEED EVENTSale · Voided
See an example message
Hi Alex, this sale has been voided. Please reply if you’d like to discuss the next step with our team.
Illustrative message.Send a message when a layby is started
LIGHTSPEED EVENTLayby · Started
See an example message
Hi Alex, your layby purchase has been started. Reply here with any questions about the remaining payments.
Illustrative message.Send a message when a layby is paid off
LIGHTSPEED EVENTLayby · Paid off
See an example message
Hi Alex, your layby purchase is now paid off. Our team can help you with the next step.
Illustrative message.Send a message when a sale is charged to a customer's account
LIGHTSPEED EVENTSale · Charged to customer account
See an example message
Hi Alex, your purchase has been added to your customer account. Reply here with any questions.
Illustrative message.Send a message when an on-account sale is paid off
LIGHTSPEED EVENTOn-account sale · Paid off
See an example message
Hi Alex, the balance for your on-account purchase has been paid off. Thank you!
Illustrative message.Send a message when an order is awaiting dispatch
LIGHTSPEED EVENTOrder · Awaiting dispatch
See an example message
Hi Alex, your order is awaiting dispatch. We’ll let you know when it has been dispatched.
Illustrative message.Send a message when an order has been dispatched
LIGHTSPEED EVENTOrder · Dispatched
See an example message
Hi Alex, your order has been dispatched. Reply here if there’s anything we can help with.
Illustrative message.Send a message when an order is ready for pickup
LIGHTSPEED EVENTOrder · Ready for pickup
See an example message
Hi Alex, your order is ready for pickup. Let us know if you have a question before you come in.
Illustrative message.Send a message when an order has been picked up
LIGHTSPEED EVENTOrder · Picked up
See an example message
Thanks for picking up your order, Alex. Enjoy the ride! We’re here if you need a hand.
Illustrative message.Send a message when a service order is opened
LIGHTSPEED EVENTService order · Opened
See an example message
Hi Alex, your service order is open. You can message our team here with any questions.
Illustrative message.Send a message when a service order is completed
LIGHTSPEED EVENTService order · Completed
See an example message
Hi Alex, your service order is complete. Get in touch here to arrange the next step.
Illustrative message.No actions in this category for the selected edition. Choose another category or both editions.
A FEW THINGS TO KNOW
Good questions. Clear answers.
Do R-Series and X-Series have the same actions?+
They have different event lists. R-Series includes work-order status messages, shipped-order notifications and sale-completed follow-up and review requests. X-Series includes sales, layby, customer-account, fulfillment and service-order messages. Use the catalog above to see each edition.
Do these actions change information in Lightspeed?+
These are message actions triggered by Lightspeed events. Staff continue to manage the sale or work order in Lightspeed and handle customer conversations in Zidy.
Does a Paid or Voided message process a payment or refund?+
These Lightspeed actions notify the customer about the recorded status. Zidy payment collection is a separate product workflow; a status notification does not itself charge or refund the customer.
Where do rental waivers and pickup reminders fit?+
Those belong to Zidy Bookings. They can sit alongside Lightspeed messages in the broader customer experience. Explore the rental story to see booking payments, waiver completion, pickups and returns.
YOUR BUSINESS. YOUR NEXT CHAPTER.
Connect your Lightspeed shop to Zidy.
Bring your customer conversations and everyday work together. Find the Zidy setup that fits your business.