Opticians

Eye tests, lenses and pickups. Bookings and orders stay on the customer, from exam to collection.

Contacts
Forms
Appointments
Orders
Deals
Tickets
Tasks
Automations
Products
Bookings
Integrations
Contacts
Forms
Appointments
Orders
Deals
Tickets
Tasks
Automations
Products
Bookings
Integrations

Contacts

Customers and families: prescription, type of lens and whether the glasses are already to be collected.

Contacts  (3)

Companies Filters Actions New Contact
Contact Tag Type Job role Company Source
SR Sara Riva Sight Customer Customer Giulia Ferri Shop
MB Marco Bianchi Contact Follow-up Customer Customer Paolo Greco Site
LF Luca Ferri Sun Customer Parent Family Costa Word of mouth

Who is waiting for collection and how many checks come in during the week.

Reports
Charts
Type
Source
Companies

Forms

From the site they book an inspection or request a collection, already on the customer.

Book a check-up

Vision, contact lenses or withdrawal. Choose a time in store.

Email
Name
Surname
16/04/2026
How can we help you?
Send
Book an appointment

Vision, contact lenses or withdrawal. Choose a time in store.

Sara Riva
Customer
30 min
Select a date
November 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Saturday 14 November
09:00
10:00
11:00
14:00
15:00
16:00

They choose the day and time of the check. The appointment is on the shop calendar.

The lenses arrive and the customer receives the collection notice.

Back Glasses ready, inform the customer View logs Run test Active Save
100%
Add action
Start
Fixed schedule
Planned
Lenses order arrived

read_google_sheet

connector 1
ForEach Loop

loop_foreach

php 2
Lenses order arrived
Send the withdrawal notice

create_contact

1
End

Appointments

Checks and applications over the week, bench by bench.

Appointments
Calendar
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
Vision check Ferri
11:00
15:00
Tu
10
Application of Greco lenses
14:00
17:00
We
11
08:00
Sara Bianchi
16:00
Th
12
09:00
11:00
Marco B.
Fr
13
10:00
12:00
16:00
Call with Rossi & Co.
Nov
16
Mon
10:00 - 10:30
Monday 16 November
30 min
Video conference
Google Meet
https://meet.google.com/abc-defg-hij
Organizer Sara Bianchi
Participants Marco B., Sara R.
Company Giulia Ferri
Start 16/11/2026 10:00
End 16/11/2026 10:30
Video conference Google Meet
Location Shop, Via Roma 12
Status Confirmed

Each visit has a customer, time and reason: view, contact or adjustment.

Orders

Lenses and frames ordered, from waiting to collection.

Orders | Status

Board List
Order
New Order 2
2.912,00 €
Ferri progressive lenses

#OR-29-2026

€ 2.143

Giulia Ferri

18 Nov

  • MB
    • Stock up on Greco monthly lenses

    #OR-11-2026

    € 769

    Paolo Greco

    23 Nov

  • SR
    • Taken in charge 2
    3.975,00 €
    Costa frame

    #OR-9-2026

    € 1.952

    Family Costa

    16 Nov

  • LV
    • USB-C hub

    #OR-18-2026

    € 2.023

    Giulia Ferri

    21 Nov

  • MB
    • Revenue 1
    1.098,00 €
    Ferri progressive lenses

    #OR-15-2026

    € 1.098

    Paolo Greco

    13 Nov

  • SR

    • Orders ready and those still from the laboratory.

    Reports
    Charts
    Status
    Amount
    Companies

    Deals

    Progressives, contact, sun: the proposal remains open until the customer confirms.

    Deals | Sales

    Group by
    Board List
    Deal
    New lead 2
    6.500,00 €
    1.750,00 €
    20%
    Ferri progressive glasses

    € 2.000

    Giulia Ferri

    26 Nov

  • MB
    • 30%
    Greco contact lenses

    € 4.500

    Paolo Greco

    4 Dec

  • SR
    • Lead qualified 2
    15.000,00 €
    8.500,00 €
    50%
    Costa child frame

    € 5.000

    Family Costa

    22 Nov

  • LV
    • 60%
    Second pair alone

    € 10.000

    Giulia Ferri

    19 Nov

  • MB
    • Negotiation 1
    10.000,00 €
    8.000,00 €
    80%
    Retargeting

    € 10.000

    Family Costa

    17 Nov

  • LV

    • How much is the dealer worth of the week, between sold and still in decision.

    Reports
    Charts
    Status
    Amount
    Companies

    Tickets

    Scratched lens, wrong graduation, loose temple: the return remains with the customer.

    Tickets

    Board List
    Ticket
    Open 2
    Lens scratched upon recall

    29707

    Giulia Ferri

    16 Nov

  • MB
    • Graduation to be redone

    29616

    Paolo Greco

    18 Nov

  • SR
    • Progress 1
    Slow auction

    29515

    Giulia Ferri

    13 Nov

  • LV
    • Closed 1
    Graduation to be redone

    29402

    Paolo Greco

    11 Nov

  • MB

    • How many withdrawals come back and for what reason.

    Reports
    Charts
    Status
    Priority
    Topic

    Tasks

    Collection notices and orders to the laboratory, with those who follow them.

    Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    Rossi 3
    Call Ferri: glasses ready
    Rossi

    2/4

    Tomorrow

  • MB
    • Rossi
    Order Greco lenses

    1/3

    17 Nov

  • SR
    • Check your stock monthly

    3/3

    12 Nov

  • LV
    • Bianchi 2
    Send monthly report
    Bianchi

    0/2

    16 Nov

  • SR
    • Bianchi
    Order Greco lenses

    1/5

    Yesterday

  • MB
    • Verdi 1
    Call Ferri: glasses ready
    Verdi

    0/1

    20 Nov

  • LV

    • Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Call Ferri: glasses ready
    Order Greco lenses
    Tu
    10
    Check your stock monthly
    Rossi project kickoff: goals and dates in the CRM.
    We
    11
    Call Ferri: glasses ready
    Order Greco lenses
    Th
    12
    Maintenance contract expiry
    Call with Rossi & Co.
    Fr
    13
    Send monthly report
    Rossi project kickoff: goals and dates in the CRM.

    Collection calls do not overlap at peak times.

    Automations

    Order ready: SMS for collection, without checking the laboratory by hand.

    Start
    Glasses ready, inform the customer
    Event Deal
    Condition

    condition

    Control 1

    Yes

    Create Task

    create_task

    2

    No

    End
    Back Glasses ready, inform the customer View logs Run test Active Save
    100%
    Add action
    Start
    Fixed schedule
    Planned
    Lenses order arrived

    read_google_sheet

    connector 1
    ForEach Loop

    loop_foreach

    php 2
    Lenses order arrived
    Send the withdrawal notice

    create_contact

    1
    End

    Which warnings have gone out and who has not yet passed.

    Products

    Control, application and regulation: the services you book from the site.

    Services
    List
    Service Code Duration Price
    Vision check SRV-01 30 min € 35
    Contact lens application SRV-02 45 min € 45
    Frame adjustment SRV-03 60 min € 50
    Vision check SRV-04 90 min € 60
    Contact lens application SRV-05 30 min € 80
    Frame adjustment SRV-06 45 min € 95
    Vision check SRV-07 60 min € 35
    Contact lens application SRV-08 90 min € 45
    Frame adjustment SRV-09 30 min € 50
    Vision check SRV-10 45 min € 60
    Progressive lenses
    Total (with VAT) € 108,58

    Net price

    Discount

    Taxes

    € 89,00

    -

    € 19,58

    Margin

    Percentage Margin

    Markup

    € 34,00

    38%

    62%

    Product Code PRD-01
    Stock 24
    Price € 89,00
    Owner Sara Bianchi
    Categories Catalog
    Supplier Rossi
    Warehouse Warehouse A
    Status Active

    Progressive, monthly and frames: the price list from which the order comes out.

    Bookings

    Each control has time, operator and status.

    Vision check
    Nov
    15
    Sun
    10:30 - 11:15
    Sunday 15 November
    Your booking is confirmed
    Owner
    Sara Riva
    Customer
    Owner Sara Riva
    Contact Marco B.
    Service Vision check
    Start 15/11/2026 10:30
    End 15/11/2026 11:15
    Duration 45 min
    Location Shop, Via Roma 12
    Status Confirmed
    Bookings
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Vision check
    Frame adjustment
    Contact lens application
    Tu
    10
    Contact lens application
    Vision check
    Frame adjustment
    We
    11
    Frame adjustment
    Vision check
    Contact lens application
    Th
    12
    Contact lens application
    Frame adjustment
    Vision check
    Fr
    13
    Vision check
    Contact lens application
    Frame adjustment

    The week of the counter: full and holes.

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