Set Up Eyewear Reminders

The availability of this feature is dependent on your practice management software

Automatically let your patients know that their eyewear (glasses or contacts) is ready for pick up, and send automatic follow-ups to see how their new eyewear is fitting.

Note: At this time, you will have to contact support to edit email templates for any auto reminder. 

Setting up Eyewear Reminders


Note: Before you set up your Eyewear Reminders, make sure you complete your Eyewear Status Mapping.

  1. Select the Hamburger_Menu.svg Menu icon in the upper right hand corner
  2. Select Settings.svg Settings
  3. Select Automated_Reminders.svg Auto Reminders
  4. Click on Eyewear Reminders
  5. Hover over a reminder to edit, duplicate, or delete
  6. Select the Edit.svg Pencil icon to edit, the Copy.svg Two Squares to duplicate, and the Delete.svg Red Arrow to delete
  7. Click Add Reminder to create a new reminder
  8. Select the Eyewear Reminder Type (dispensed or received) and adjust all other settings
  9. When finished, select Save and make sure the reminder is toggled on

Note: An Eyewear Dispensed message is meant to follow up with your patient to see how their new eyewear is fitting and an Eyewear Received message is to let your patients know that their eyewear has been received in the office and is ready for pick up.


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