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One Zidy. From the first visit to the next.

THE CONNECTED CUSTOMER JOURNEY

One customer.
The whole story.

Explore a repair, a retail purchase or a rental. Follow customer messages, then try the rental tasks: open a booking, inspect a payment, view signed waivers and complete a pickup or return.

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

Thanks for reaching out. What would you like our service team to look at?

I need a repair. Can I bring it in this week?

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 · Waiting

Zidy sends

Hi Sam, your work order is now marked Waiting. Reply here if you have a question for our service team.

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

Happy to help. What are you looking for, and how will you use it?

I’d like to compare a few options before buying.

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

Sorry we missed you! How can we help with your next ride?

Do you have two e-bikes for Saturday morning?

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.

YOUR BUSINESS. YOUR NEXT CHAPTER.

Now let’s connect your customer journey.

Bring your customer conversations and everyday work together. Find the Zidy setup that fits your business.