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Patient marketing for an opticians, run by agents

Patient marketing for an opticians is not adverts. It is being answered fast on every channel, being reviewed well on Google, staying in touch with the patients you already have, and knowing which of it works. Crewley runs all of it from the operational layer. Your practice management software and clinical records stay where they are.

Patient · SMS · Sunday 20:41
Hi, I need to move my eye test on Tuesday, can't do mornings now
Hello, this is the automated assistant for the practice. I can see Tuesday 9:20 with the optometrist. The next afternoon slots are Wednesday 14:40 or Thursday 15:20. Which would you like?
Thursday please
Booked: Thursday 15:20. Your Tuesday appointment is cancelled. You'll get a confirmation text now and a reminder the day before.
Sent through the practice's own diary. No clinical detail is read or sent.

Illustrative. Replies are grounded in the diary, at any hour, and the status the patient is told is the real one.

How does it get more Google reviews?

The moment a patient collects their glasses and is happy, they get one text asking for a review with the link in it. Not a week later, not a form. Replies to reviews are drafted in your voice and wait for a tap before they are posted. The practices with the most reviews are not the ones with the happiest patients; they are the ones that asked at the right moment, every time.

What does "one inbox" mean?

Texts, WhatsApp, Facebook and Instagram messages, Google Business messages, email and website chat land in one place, with the patient's history beside each conversation. Routine questions are answered by the agent, anything clinical or a complaint goes to a person, and nothing sits unread over a weekend.

What happens when a call rings out?

The caller gets a text within seconds: sorry we missed you, how can we help, with a booking link. Most people who ring an opticians and get no answer ring the next one. This closes that gap without adding a person to the desk.

Which campaigns run?

Segmented email and text campaigns to your own patient list: contact-lens wearers, sunglasses season, children back to school, patients due a test who have not booked. Each one shows opens, replies and bookings, so you keep what works and stop what does not. Social posts for Facebook, Instagram and Google Business are written and scheduled from one calendar.

How do I know if the ads work?

Google and Meta ads are tracked through to the appointment, not just the click. You see what a booking cost from each source. At Winstanley & Son that tracking found conversion counting and negative-keyword faults that were quietly blocking its own buyers; the same check is part of every audit.

See also the AI receptionist, online booking and reminders, and the full picture on AI agents for opticians.

Questions practice owners ask

Will it post anything without me seeing it?

No. Review replies and social posts are drafted and wait for a tap. Campaigns go out on a schedule you approved.

Do patients have to opt in?

Yes. Marketing messages go only to patients who have consented, and every text carries a stop option. Service messages like reminders are separate.

Does it work with our existing Google Business Profile and social accounts?

Yes. They are connected in the build. Nothing is duplicated or replaced.

Is patient data used for marketing?

Contact details and consent in the operational layer, yes. Clinical records, never. They stay in your practice management software.

Find out how many calls, messages and reviews your practice is missing each week.

Book a free recall and response audit