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Turn Exam Bookings Into Repeat Eyewear Customers

Vision-plan questions and contact lens reorders are easy to lose in a shared inbox.

Reflys automates both, plus product Q&A on Instagram, so nothing falls through.

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Optometry & Eye Care Automation: a customer question answered and confirmed in a Reflys chat

Where eye care patients
slip away

  1. Exam bookings and eyewear/product questions arrive in the same unsorted inbox

  2. Vision-insurance questions repeat with every new patient

  3. Contact lens reorders are easy to forget without a nudge

  4. Prescription and purchase history sit in the practice's POS or EHR, invisible from the DM thread

  5. Vision-plan eligibility has to be checked manually before quoting a patient a price

  6. Frame and lens order status gets asked about with no way to check it without switching systems

From Eye Exam to Repeat Order

Optometry & Eye Care Automation workflow: inquiry captured, request handled, and details synced by Reflys
  1. FAQ Automation

    Instant answers on accepted vision plans.

  2. Product Q&A via Instagram

    Frame and lens questions answered directly in DM.

  3. Reorder Reminders

    Automated contact-lens reorder prompts on a set cycle.

  4. CRM Integration

    Connects to your POS or EHR via API or webhook, configured directly into your automations — reads prescription and order history and writes new bookings and reorders back in parallel.

Where Eye Care Conversations Happen

Instagram DM for frame and product questions; WhatsApp for exam booking and contact lens reorder reminders.

Instagram

Frame and Lens Questions in DM

Instagram DM answers frame and product questions right where most of them already arrive.

Best for:

  • Frame questions
  • Product Q&A
WhatsApp

Book Exams and Prompt Reorders

WhatsApp handles exam booking and sends contact lens reorder reminders on the cycle you set.

Best for:

  • Exam booking
  • Reorder reminders

Optometry Patient Communication Software for Exam Bookings and Eyewear Sales

An optometry practice is a clinic and a retail store sharing one inbox. Exam requests, vision insurance questions and “do you have these in tortoiseshell?” all arrive together. Optometry patient communication software separates the two sides, so clinical bookings are handled quickly and product questions turn into sales instead of sitting unread.

How it works

  1. Answer vision plan questions up front

    Load the vision plans you accept once. New patients get an instant answer before they book an annual eye exam, and staff stop repeating the same list. Add a note on what to bring, such as the member ID card, so the first visit is not held up at check-in.

  2. Handle product questions where they arrive

    Questions about frames and lenses are answered directly in Instagram DM. Instagram automation for optical shops works because that is where shoppers already ask.

  3. Put reorders on a cycle

    Contact lens reorder reminders go out on the schedule you set, timed to land before the patient's contact lens supply runs out.

  4. Read from your optical POS or EHR

    Connected by API or webhook, Reflys checks prescription and order history, answers eyewear order status questions and writes new bookings and reorders back.

In practice

Picture a patient who bought a six-month supply of daily lenses in March. In late August she gets a reminder, replies “same again,” and the reorder is logged. Because her prescription expiration is next month, the same thread offers exam times and she books one. A single reminder produced a reorder and an exam without a staff call.

Practical tips

  • Time the reorder reminder two to three weeks before the supply ends, not on the last day. Patients who run out buy from whoever ships fastest.

  • When a prescription is close to expiring, lead with eye exam appointment reminders. The exam is the step that unlocks the next eyewear purchase.

  • For frame styling questions on Instagram, reply with two or three options and an invitation to try them on in store. A booked visit converts better than a long DM thread.

Frequently Asked Questions

Questions? We've got answers.

Everything you need to know about Reflys, automations, integrations, and getting started.

Yes — product Q&A runs directly in Instagram DM, where most of those questions already arrive, so they don't get lost in a separate inbox.

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