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Clientager

For optometry practices and optical stores

An AI receptionist for eye clinics that books exams and answers "are my glasses ready?"

Clientager answers calls and messages for your practice, books eye exams and contact lens fittings, gives order status updates, sends recall reminders and explains your vision insurance policies.

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WhatsAppSaturday, 4:10 pm — patient messages about new glasses

Customer: Hi, I ordered glasses last week. Are they ready yet?

Clientager: Hi! I'm the practice's AI assistant. I can check that for you. Could you share your full name and date of birth?

Customer: Maria Lopez, 14 March 1986.

Clientager: Thanks, Maria. Your progressive lenses arrived Thursday and your glasses are ready for pickup. We'd like to do a quick fitting when you collect them. Would Monday or Tuesday suit you?

Customer: Tuesday after work? Also, am I due for my eye exam?

Clientager: Your last comprehensive exam was 13 months ago, so you're due. I can book the exam and pickup together on Tuesday at 5:15 pm with Dr. Chen. Shall I do that?

Customer: Yes please.

Clientager: Done. You're booked for Tuesday at 5:15 pm for your exam and glasses fitting. Please bring your vision plan card so we can apply your benefits.

What Clientager did

  • Order status confirmed: progressive glasses ready
  • Eye exam and fitting booked: Tue 5:15 pm, Dr. Chen
  • Note added: bring vision plan card

Quick answer

What does an AI receptionist for optometrists do?

An AI receptionist for an optometry practice answers calls, WhatsApp, website chat, email and SMS. Clientager books comprehensive eye exams and contact lens fittings, tells patients whether their glasses or lenses are ready for pickup, explains which vision plans you accept, sends reminders to patients due for their next exam, and passes urgent eye problems straight to your clinical staff or emergency services.

Illustrative example

Customer message

Do you accept my vision plan?

Happy to help with that. Let me check and get it sorted for you now.

Saved to the customer record

What Clientager handles for opticians & eye clinics

  • Book comprehensive eye exams
  • Book contact lens fittings
  • Give glasses and lens order status
  • Explain accepted vision plans

Live availability

9:3011:0014:1515:0016:3017:15

Booked · reminder scheduled

What gets missed today

"Are my glasses ready?" all day

A large share of calls are order status checks. Each one interrupts the optician helping a customer choose frames, and the answer is usually a quick lookup.

Vision plan questions slow the desk

Patients want to know if their vision plan is accepted, what it covers for frames and lenses, and when they're eligible again. Explaining it takes time on every call.

Recalls slip through the cracks

Patients who asked to be reminded about their annual exam rarely get a personal follow-up, so they book late or go elsewhere when they finally remember.

Urgent eye problems need fast routing

A caller with sudden vision loss or flashes of light must reach help immediately, not wait in a queue behind someone asking about frame styles.

What Clientager can handle for you

  • Book comprehensive eye exams
  • Book contact lens fittings
  • Give glasses and lens order status
  • Explain accepted vision plans
  • Send exam recall reminders
  • Take contact lens reorders
  • Send secure payment links
  • Route urgent eye symptoms

Enquiries it handles every day

  • “Are my glasses ready for pickup?”
  • “Do you accept my vision plan?”
  • “Can I book an eye exam this week?”
  • “Can I reorder my contact lenses?”
  • “How much is an exam without insurance?”
  • “Do you do children's eye exams?”

How it works

  1. 01

    Tell us how your practice runs

    Share exam types and lengths, optometrist schedules, accepted vision plans, pricing, order turnaround times and the urgent symptoms that must go straight to a clinician.

  2. 02

    We build and test your agent

    Clientager's team configures the agent, connects your chosen channels and tests calls covering bookings, order status, recalls and urgent symptom routing.

  3. 03

    You review and approve

    Your setup is ready for review within 24–48 hours. You check sample conversations, adjust wording and confirm escalation rules before anything goes live.

  4. 04

    Patients get answers right away

    The agent introduces itself as the practice's AI assistant, books exams, checks order status and records every outcome so your staff can see what happened.

  5. 05

    Your team handles the clinical moments

    Urgent symptoms, prescription questions, complaints and frame adjustments that need a person are handed to staff with a summary of the conversation.

Eye exam booking without the phone queue

Optometry practices juggle several appointment types: comprehensive exams, contact lens fittings, children's exams, follow-ups and quick frame adjustments. Clientager knows the length and requirements of each, checks the right optometrist's availability and books the correct appointment on the phone, WhatsApp, website chat, email or SMS. It tells patients what to bring, such as their current glasses, contact lens boxes and vision plan card, and how long the visit takes.

Patients who asked to be reminded about their next exam receive a reminder when they're due, with times they can accept in one reply. The agent only follows up with patients who have booked or opted in, and stops when someone asks it to. Cancellations can be offered to patients on your waitlist, so exam slots don't go to waste on busy weeks.

Order status, reorders and payments

Glasses and contact lens orders generate a steady flow of status questions. Where your practice management or lab system allows a connection, the agent looks up the order and tells the patient whether it's in, still at the lab or ready for pickup. If it can't confirm, it says so honestly and passes the question to your team, rather than guessing a date. Connection options are confirmed during setup.

Contact lens reorders can be captured in a short conversation: brand, prescription on file, quantity and delivery or pickup. Your staff confirm the prescription is current before the order is placed. Balances, deposits on eyewear and reorder payments are handled through secure payment links, so the agent never asks for card numbers in a call or message.

Vision insurance questions and urgent symptoms

Vision plans are confusing for patients. The agent explains which plans you accept and your general policies on exam coverage, frame allowances and lens options, using only the information you provide. It records the plan details so your team can verify eligibility before the visit. Specific benefit amounts are always checked by staff, not estimated by the agent.

The agent never gives clinical advice about eyes or prescriptions. If a patient describes symptoms on your urgent list, such as sudden vision loss, new flashes or floaters, a curtain over part of their vision, eye injury or chemical exposure, it tells them to seek emergency care immediately and alerts your clinical team. Prescription questions and complaints go to a person with a written summary.

Frequently asked questions

Can the agent check whether a patient's glasses are ready?

Yes, where your practice management or lab system allows a connection, it looks up the order and gives the current status. If a live connection isn't available, it records the question and your team replies. Connection options are confirmed during setup.

Does it send recall reminders for annual eye exams?

It sends reminders to patients who have visited your practice and agreed to be reminded. The agent doesn't message people who never contacted you, and it stops reminders when a patient asks it to.

Can it tell patients exactly what their vision plan covers?

It explains which plans you accept and your general policies. Exact benefits and eligibility are verified by your staff. The agent collects the plan details so the check is quick and patients know what to expect before they arrive.

What happens if someone calls about a sudden eye problem?

The agent follows your urgent symptoms list. If a caller describes sudden vision loss, flashes, a curtain in their vision or an eye injury, it tells them to seek emergency care right away and alerts your clinical team. It never tells a patient that symptoms are minor.

Can patients reorder contact lenses through the agent?

Yes. The agent captures the brand, quantity and delivery preference and checks the prescription on file. Your staff confirm the prescription is current before ordering, and payment is taken through a secure link.

Does it work for both our clinic and our optical store?

Yes. The agent can handle exam bookings and eyewear questions in the same conversation, and route frame styling, adjustments and repairs to your optical team when a person is needed.

Capabilities

AI appointment booking that works the way your calendar doesClientager books, moves and confirms appointments and reservations around the clock, following your services, durations, staff and rules, then reminds customers so they actually show up.Orders, Payments & After-SalesClientager takes orders, sends secure payment links from your provider, answers "where is my order?", and manages returns, warranty questions and after-sales care, without ever handling card details.

Related industries

DoctorsClientager answers patient calls and messages for your practice, books and reschedules visits, logs refill and records requests, and makes sure anything urgent reaches a person fast.Medical ClinicsClientager answers your clinic's calls and messages, works out which department or provider the patient needs, books across calendars, and hands urgent and clinical matters to your staff.An AI receptionist for dentists that keeps the chair fullClientager answers your practice's calls and messages, books and reschedules appointments, sends recall reminders, and passes dental emergencies and clinical questions to your team.Fashion StoresClientager answers sizing and fit questions, suggests outfits and alternatives, tracks orders and runs exchanges, so fewer customers return items and more come back.Jewelry StoresClientager guides shoppers through rings, settings and budgets, books private consultations, answers sizing and care questions, and keeps repair and custom-order customers updated.

Use cases

AI Appointment BookingCustomers say what they want in their own words, like "Tuesday after work, with Maria", and Clientager finds a real slot, confirms it and sends the details.AI Order ManagementClientager answers order status questions instantly, handles changes and cancellations within your cut-offs, takes repeat orders, and alerts your team when an order needs attention.AI ReceptionistClientager greets every caller and message, answers common questions, books appointments, takes detailed messages and puts people through to the right person when they need one.AI Payment RemindersClientager sends friendly, well-timed reminders with a secure payment link from your provider, answers billing questions in the same conversation, and passes disputes to your team.

Guides

AI appointment booking software: a buyer's checklistOnline booking pages wait for customers to do the work. AI booking talks them through it on the phone, WhatsApp or chat. Here is how to choose well.

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