Turn Appointments Into Revenue Before Patients Walk In
Automated pre-shop messaging, walk-out recovery, and second-pair campaigns. Patients engage with your frames on their schedule. Your opticians close faster when they arrive.
Pre-Shop SMS
Browse frames before your visit tomorrow:
shop.yourpractice.com
15–20%
higher avg. ticket when patients pre-shop
Too Many Patients Leave Without Buying.
Most Practices Accept That as Normal.
A patient finishes their exam, walks into the dispensary, and stares at 800 frames they’ve never seen before. They feel rushed. They ask to “think about it.” They leave, browse Warby Parker that night, and order from their couch.
The fix isn’t more inventory or a better pitch. It’s giving patients a reason to browse your frames before they ever sit in the chair.
$500K+
walkout revenue lost per year
average independent practice
Patients Browse Your Frames Before Their Appointment
Optify sends an automated SMS or email before each scheduled exam. The message includes a direct link to your practice’s online frame catalog. Patients browse your real inventory, try frames on virtually using their phone camera, and save the ones they like.
When they arrive, they already have a shortlist. Your optician sees what they browsed and what they favorited. The dispensing conversation moves from “What are you looking for?” to “I saw you liked the Tom Ford and the Etnia Barcelona. Want to try those first?”
15–20% higher average order value
from patients who pre-shop before their appointment. Saves 10–15 min per dispense.
Pre-Shop SMS
Just now
Browse frames before your visit tomorrow:
shop.yourpractice.com
4 favorites saved
Recovery sent
40%+
open rate
Auto
triggered
Not Every Walk-Out Is a Lost Sale
When a patient leaves without purchasing, Optify sends a follow-up message within hours. The message gives them a link to browse again from home.
Patients who walked out because they felt rushed or overwhelmed get a second chance to engage on their own terms. They can compare frames, request a price quote, and come back when they’re ready.
Recovery messages consistently see open rates above 20%, and practices using walk-out recovery report measurable revenue recovery within the first month.
Your Dispensary Doesn't Close When Your Front Door Does
Patients browse frames at 9pm, on weekends, during lunch breaks. Your online catalog is available whenever they’re ready. And that availability creates revenue opportunities you’d otherwise miss entirely.
Second-pair campaigns go out automatically to patients who already bought one pair. HSA/FSA benefit reminders land in inboxes at the right time of year. Seasonal promotions reach the patients most likely to respond based on their browsing behavior.
Every message ties back to your real, current inventory. Not a generic catalog. Not last quarter’s frames.
Campaigns included
Pre-Shop SMS/EmailWalk-Out RecoverySecond PairHSA/FSA RemindersSeasonal Promotions
Open 24/7 online
Second Pair Reminder
HSA deadline in 3 weeks
You still have FSA funds available — use them on a backup pair.
Data on What Patients Actually Want
Optify tracks every frame patients browse, every virtual try-on they run, and every favorite they save. That data tells you what your market is looking at — which is more useful than what you think they want when placing your next order.
You’ll see which frames get the most attention, which price points drive the most engagement, and how your pre-shopping patients compare to your other patients on average ticket and capture rate. Monthly reports land in your inbox with the information that matters.
15–20%
Higher avg. ticket
40%+
Pre-shop open rate
10–15
Min saved per dispense
Frame engagement tracking
See exactly which frames patients browse, try on virtually, and save to favorites. Know what your market wants before you order.
Pre-shop vs. non pre-shop comparison
Compare average ticket and capture rate between pre-shopping patients and your other patients. The difference is measurable.
Monthly ROI reports
Revenue impact delivered to your inbox every month. Campaign performance, engagement rates, and recovery revenue in one view.
“Our opticians love it, they scramble to take the Optify patients.”
Dr. Laurie Sorrenson
OD, FAAO
Already on Launch? Add Patient Engagement for $150/mo More.
Patient Engagement features are part of the Grow tier at $299/mo. If you’re already on Launch with your inventory online, upgrading adds pre-shop messaging, walk-out recovery, second-pair campaigns, and advanced analytics.
Setup carries over. Most upgrades go live within a week.
COMPARE PLANSWhat Grow adds over Launch
Automated pre-shop SMS and email
Walk-out recovery campaigns
Second-pair and HSA/FSA reminders
Seasonal promotions tied to live inventory
Frame engagement analytics
Monthly ROI reporting
Dedicated account manager
$299/mo · Annual service contract required
Launch tier is $149/mo. Upgrade difference is $150/mo.
Stop Losing Sales You Could Have Influenced
See pre-shop messaging, walk-out recovery, and second-pair campaigns working on your real inventory. Takes about 20 minutes.