Features

Built around how a practice really works

Every feature below is available on every plan. Plans differ only in how many patients you can keep.

The diary

  • Day view with every optician side by side; week view for one optician
  • Working hours per optician and branch, with lunch breaks, holidays, training and closures
  • One-off extra clinics
  • Buffers between appointments, per practice or per appointment type
  • Arrived, attended, no-show, move, change type, cancel and reinstate
  • Opticians who work at more than one branch are never double-booked
The staff diary (illustration).

Online booking

  • Patients choose branch, appointment type and optician (or "no preference"), then a month, a day and a time
  • Only the opticians and appointment types you choose are bookable online
  • Minimum notice, how far ahead patients can book, and a cancellation cut-off
  • A link in every email to change or cancel online
  • Your own address, such as book.yourpractice.co.uk, with its own secure certificate
  • Embed it on your website, protected against spam bookings
Online booking on a phone (illustration).

Recalls and reminders

  • Recall rules for adults, children and older patients, and contact lens checks
  • Bulk emails, texts and printed letters; a phone list with call logging
  • Branded confirmation, change, cancellation and reminder emails with calendar invites
  • Optional reminder texts the day before
  • Emails from your own domain, so patients trust them
The recall list (illustration).

Patient records

  • Contact details and preferences, date of birth, GP, NHS number and family links
  • Alerts such as "needs step-free access", shown on every booking
  • Notes and documents, with the sensitive parts encrypted
  • Fast search by name, date of birth, phone number or postcode
  • Warnings about likely duplicates, and merging
  • Every opening of a record logged
A patient record (illustration).

Emails and texts

  • Confirmations, changes, cancellations and reminders, in your branding
  • A calendar invite with every confirmation
  • Texts that never say what the appointment is for
  • Delivery problems flagged, and unsent messages refunded
  • Pay as you go with communication credits, with optional automatic top-up
A confirmation email, sent from the practice's own domain (illustration).

Your branding and web address

  • Logo, colours, font, welcome message and contact details
  • A readability check on your colours (WCAG AA)
  • Your own booking address, with its secure certificate set up for you
  • Patient emails from your own domain once it's verified
Your branding on every patient page and email (illustration).

Data protection tools

  • Subject access exports: a readable summary plus the data, checked before release
  • Erasure with a preview of what will be deleted, anonymised or kept
  • Records the law requires are kept and locked until their date
  • Restriction of processing, and an automatic retention policy
  • An audit log that can't be edited or deleted
An erasure request, previewed before anything changes (illustration).

Quick to set up

  • A setup wizard for your practice, branch, opticians, opening hours and appointment types
  • It saves as you go and picks up where you left off
  • Import patients and future appointments from a spreadsheet
  • Staff choose their own passwords from an invitation
The setup wizard (illustration).

Also included

Staff accounts

Owners, practice admins and staff, each seeing what their role needs. Two-factor sign-in for everyone.

Several branches

Opticians who work at more than one branch, each with their own hours, never double-booked.

Printed letters

Recall letters in your branding, ready to print and post for patients without email.

Your data, always

Download everything your practice holds, at any time, as spreadsheets and JSON.

Works anywhere

In the web browser on any computer, tablet or phone. Nothing to install or update.

UK and EU hosting

Encrypted at rest and in transit, with daily backups. See the security page for the details.

Coming next

Clinical records, prescriptions and referral letters; dispensing, lab orders and stock; the till; NHS GOS claims; and contact lens plans. Tell us what matters most to your practice.