The Opticians pack

Everything in the pack,
and everything it will not do.

The CRM fields and stages that follow every call, what it connects to, and what it never says. Why any of it matters is on the Opticians page.

Opticians — this pack was built for the calls that reach this kind of business. Illustrative photograph.

Fields that are filled when the call ends

This trade pack is built to order. Below is the design we switch on for you: the fields, stages and never-say list are drafted, so with your price list and hours it can be switched on within days.

Request: lenses, frames or contactsCurrent prescription on handEye-test slot bookedPrice quoted from the lens listStock check neededVision-change question flagged as not assessed

The stages an inquiry moves through

How many inquiries sit at each stage, on one line — in the order work actually flows in a Opticians.

Inquiry→Eye test booked→Test & fitting→Same-day or ordered→Collection & recall
PipelinePipelineInquiry4Eye test 3Test & fi2Same-day 1Collectio1

What it will not do

Not a setting you switch on and off. These are blocked when the Opticians answering is built; anything that touches them goes to a person instead of being answered.

  • Never explains why vision changed.Blur, headaches and glare are for the eye test and, if needed, an ophthalmologist. The symptom is written down as said, without a verdict.
  • Never sets a contact-lens prescription over the phone."Just give me contacts in my glasses prescription" is not converted. Contacts leave the shop after a fitting.
  • Never promises stock it has not checked.Same-day means the prescription and frame are on the stock list. Otherwise it quotes the order lead time.
  • Sudden vision loss or eye pain ends the booking.The AI directs the caller to an eye emergency service now and connects the owner.

This page is the list; the argument is on the other one. What kind of call comes in at night, what a missed one costs, and why a machine must not say certain things are written on the page this pack came from.