Crewley › What it runs › Forms and reminders
Online booking, reminders and forms for an opticians
Online booking only works when the slots are real and the paperwork is done before the patient sits down. Crewley sends the confirmations, reminders, pre-test forms and consent, and finds the gaps in tomorrow's diary while there's still time to fill them.
Gavin explains
“Your team starts the appointment talking to the patient instead of handing over a clipboard.”
Watch it run
From booking to sitting in the chair.
Illustration with sample data
TimeNo clipboard at the desk. The form and consent are done before they arrive.
Illustration with sample data
MoneyPatients book into your real diary at any hour.
How it works
Three things happen before every eye test.
- It books into real slotsOnline booking shows only the appointments your diary actually has.
- It sends the form and consentA short pre-test form and e-sign consent by text, filed against the appointment.
- It confirms, or callsA check-in text two days before. Anyone who doesn't confirm goes on the call list.
In detail
Questions practice owners ask.
The detail behind the pictures.
What does online booking, reminders and forms mean for an optical practice?
Online booking for an optical practice only works when the slots are real, the reminders go out, and the paperwork is done before the patient sits down. Crewley runs the diary side of the practice from the operational layer: booking, confirmations, reminders, no-show follow-up, waitlists and pre-appointment forms. Clinical records stay in your practice management software.
How does online booking work?
Patients pick a real slot from your diary on the website, by text, on WhatsApp or through website chat. The appointment lands in the diary with the right optometrist, room and length. A confirmation goes out immediately. There is no separate calendar to reconcile.
What reminders go out?
A reminder by text and email the day before, a nudge on the morning, and a rebooking prompt when a patient's next test falls due. Patients can confirm, move or cancel by replying, and the diary updates itself. Anyone who does not turn up gets a polite follow-up and an easy way to rebook.
What about the forms?
Pre-appointment questionnaires, consent forms and digital signatures are sent with the confirmation and completed on the patient's phone. They are filed against the patient in the operational layer, ready for the team, with nothing to print or scan.
Can it fill a cancelled slot?
Yes. A waitlist of patients who asked for an earlier appointment is texted the moment a slot opens, first come first served, and the diary is updated when someone takes it.
See also appointment booking by text, patient recall, and the full picture on AI agents for opticians.
Does this replace our diary?
No. It books into the diary you already run and keeps it in step. The build connects the two.
Can patients book the wrong kind of appointment?
Appointment types, lengths and who can do them are set in the build, so a glasses adjustment cannot land in a sight-test slot.
What if a patient replies with a question instead of a confirmation?
The agent answers what it can from the diary and hands anything else to a person with the conversation attached.
Do reminders count as marketing?
No. They are service messages about an appointment the patient has booked. Marketing messages are separate and consent-based.
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