All templates
For bike shops, bicycle retailers & sales staff

Keep layaway plans on track with timely payment reminders

Every morning, WebRun opens Lightspeed Retail, finds layaway or financing accounts with a payment due within three days, drafts a personalised reminder email for each customer in Gmail, and posts a Slack list so your team can review and send the messages before accounts fall behind.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 Lightspeed Retail find layaway payments due soon
2 Gmail draft personalised payment reminder
3 Slack alert staff to review and send
Run a sample
In short

How do I automatically remind customers about upcoming layaway payments at my bike shop?

Every morning, WebRun checks Lightspeed Retail for layaway and financing accounts with a payment due within three days, drafts a personalised reminder in Gmail for each customer, and posts a prioritised Slack list. Staff review and send the drafts, keeping payment plans on track without any manual diary checking.

  • Customers are reminded before their layaway payment is due, reducing missed payments
  • Overdue accounts are surfaced first so staff can prioritise collections
  • No payment reminder reaches a customer without a staff member reviewing it first

Built for bike shops · bicycle retailers · sales staff · shop owners managing layaway programs

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens cloud.lightspeedhq.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Lightspeed Retail - find layaway payments due soon
    lightspeedhq.com How to Automate Lightspeed Retail
    WebRun in Lightspeed Retail: find layaway payments due soon
    WebRun opens Lightspeed Retail to find layaway payments due soon.
    • Open Lightspeed Retail and check layaway or special-order accounts for upcoming payment due dates
    • Filter to customers with a payment due in the next 1 to 3 days
    • Capture the customer name, email address, amount due, due date, and item on layaway

    Done when Every customer with a payment due in the next 3 days is listed with full account details.

  3. 2
    Gmail - draft personalised payment reminder
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft personalised payment reminder
    WebRun opens Gmail to draft personalised payment reminder.
    • Draft a friendly reminder for each customer, naming the item on layaway, the amount due, and the due date
    • Include your payment methods and any late-payment policy
    • Save each draft in Gmail for staff review - do not send automatically

    Done when A draft payment reminder is waiting in Gmail for every customer with an upcoming due date.

  4. 3
    Slack - alert staff to review and send
    slack.com How to Automate Slack
    WebRun in Slack: alert staff to review and send
    WebRun opens Slack to alert staff to review and send.
    • Post a morning list to the sales channel of all upcoming layaway payments with customer names and amounts
    • Flag any payment already past due so staff can prioritise those calls
    • Staff review the Gmail drafts and send them at their discretion

    Done when Staff have a prioritised Slack list of upcoming and overdue layaway payments with drafts ready to send.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
cloud.lightspeedhq.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Payment reminder drafts · Gmail, Slack
OutputWhat each run produces - Draft payment reminder emails in Gmail per layaway account, plus a Slack morning list sorted by due date.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the payment reminder to the customer automatically?

No. WebRun saves each reminder as a Gmail draft and alerts staff in Slack. A team member must review and send it before the customer sees anything.

What details does the reminder include?

The item on layaway, the amount due, the due date, and your payment methods, all pulled from the customer's record in Lightspeed Retail.

Does it handle accounts that are already overdue?

Yes. Overdue accounts are flagged separately in the Slack list and appear at the top so staff can prioritise those conversations first.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.