Health & Wellness

Opticians

The all-in-one platform to manage eye exams, prescription records, frame orders, and follow-up visits. Spend less time on admin and more time doing what you love.

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An optician sells twice from the same visit: the eye test and the glasses that follow it, sometimes weeks apart. In between sits an order that has to be chased, a prescription that has to be right, and a customer who will not think about eyes again for two years unless you remind them. Clienteka keeps the prescription, the order and the recall on one profile.

Also known as: optician Β· optometrist Β· eye care practice Β· optical shop Β· eye test Β· spectacles fitting

How Opticians use Clienteka

1

Store prescription history per client

2

Track frame and lens orders through to collection

3

Remind clients when an eye test is due again

Everything your Opticians business needs

Client Management

Keep detailed profiles for every Opticians client. Track preferences, visit history, and notes all in one place.

Appointment Scheduling

Manage all your Opticians appointments in one calendar. Avoid double bookings and reduce no-shows β€” you stay in control of the schedule.

Invoicing & Payments

Create professional invoices for your Opticians business. Track payments, issue credit notes, and stay tax-compliant.

Notes & History

Keep detailed notes for every Opticians client. Record preferences, history, and important details that matter.

Product & Inventory

Track products and supplies for your Opticians business. Get low-stock alerts and manage retail sales.

Smart Reminders

Reduce no-shows and keep your Opticians clients coming back with automated appointment reminders.

Common questions

Can I store a prescription history for each client?

Yes. Prescriptions go in the notes on the client, so every value you have recorded stays readable in order β€” you can see how someone has changed across visits rather than only the latest test.

How do I keep track of frames on order?

Record the order as a product on the visit and keep the collection as a booking. The client history then shows what is outstanding, so nothing sits in a drawer waiting to be noticed.

Can I remind clients when their next eye test is due?

The visit history tells you who was last tested and when, so you can see who is overdue, and SMS reminders go out before the appointment you book them into.

Can I charge for the test and the glasses separately?

Yes. The eye test is a service and the frames and lenses are products, so both appear correctly on the invoice with VAT calculated, whether sold on the same day or weeks apart.

Does it work with more than one optometrist in the practice?

Yes. Each optometrist gets their own column and their own working hours, so tests are booked against the right person and never onto someone who is not in.

Start managing your Opticians business today

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