Workflows for optometrists

Automate optometry scheduling and workflows for modern eye care

Cal.com helps optometry teams manage bookings, intake, reminders, and follow-ups so every eye exam runs on time and on brand.

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Workflow/Optometrists reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

Trusted by fast-growing companies around the world

How Cal.com workflows power optometry practices

Connect your calendars, define triggers and actions, and automate every step from intake to follow-up without manual work.

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01

Define triggers for your eye exam workflow

Choose time-based and event-based triggers, such as when a new patient books an appointment, 48 hours before an eye exam, or after a visit ends. Trigger the optometry patient intake form, insurance verification prompts, and pre-visit instructions.

02

Automate actions for patients and staff

Send email, SMS, or WhatsApp reminders, route patients by exam type, collect forms, and notify optical staff for eyewear dispensing. Automate post-visit follow-ups for the contact lens fitting process and reorders. Explore configuration in our docs at https://cal.com/docs and help center at https://help.cal.com.

03

Customize the message

Use Cal.com's default templates or fully customize your messages.

Benefits for optometry teams and patients

Cut admin time, improve patient experience, and keep your clinical schedule on track with automation that fits your practice.

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Meeting reminder

now

Hi, this is a reminder that your optometrists meeting with Alex is in 30 mins

…
01

Reduce no-shows and late arrivals

Automated reminders by email, SMS, and WhatsApp reduce missed appointments. Include pre-visit directions, parking details, and insurance requirements so patients arrive prepared for their eye exam. Add confirmations and rescheduling links to keep your day balanced.

Bookings

Today

Tue, 13 May9:00am - 9:30amOptometrists kickoff | Q2
Tue, 13 May10:30am - 11:00amOptometrists team standup

This week

Tue, 14 May10:30am - 11:00amOptometrists review
Tue, 14 May1:00pm - 1:30pmClient follow-up
02

Shorten check-in with digital intake

Send the optometry patient intake form right after booking and again 24 hours before the visit. Auto-sync completed forms to your EHR or PMS via API. Staff sees who has completed forms before the patient walks in, cutting bottlenecks at the front desk.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder
03

Streamline the eye exam workflow from booking to follow-up

Use routing to assign patients to the right provider and room, and automate post-visit messages, prescriptions ready notifications, and recall reminders. Build a consistent experience for comprehensive exams, pediatrics, and urgent visits.
Email subjectAdd variable

Are you joining the optometrists session on {EVENT_DATE}

Normal BIlink

Hi {ATTENDEE},

Please confirm if you're still planning to attend by clicking the button below:

{CONFIRM_ATTENDANCE}

This reminder was triggered by a Workflow in Cal.

04

Improve optical operations and revenue capture

Alert opticians when an exam ends so they can start the eyewear dispensing checklist. Automate frame selection follow-ups, lens order status updates, and contact lens supply reminders. Use data to forecast demand and support optical inventory management.

Features built for clinical-grade scheduling

Flexible, secure, and developer friendly scheduling infrastructure with workflows tailored to optometry operations.

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Workflow builder with multi-channel messaging

Create eye care workflows with time-based and event-based triggers. Send branded emails, SMS, and WhatsApp across the patient journey, from reminders to post-visit care instructions.

Routing and advanced availability

Route by provider, exam type, equipment, or location. Respect provider hours, room constraints, and turnaround times to keep the schedule realistic.

Digital intake and form reminders

Automate delivery of your optometry patient intake form and collect required documents before arrival. Reduce lobby time and increase throughput.

Post-visit and recall automation

Schedule follow-ups for contact lens fitting process, glasses pick-up, and annual eye exam recalls. Send prescription ready and order status notifications.

API-first and self-hosting options

Integrate with your EHR or PMS using webhooks and our API at https://cal.com/docs/api. Choose hosted or self-hosted at https://github.com/calcom/cal.com to meet compliance standards.

Analytics and audit trails

Track completion rates, no-show reduction, and workflow performance. Maintain logs for compliance and team accountability.

See how workflows keep your scheduling on track

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

All your key tools in sync with your meetings

Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.

Get started Explore apps
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarControleert elke agenda op conflicten en voegt de boeking toe.
  • Zoom VideoGeeft elke boeking een eigen meetinglink.
  • SalesforceLogt de meeting bij het contact en routeert naar de eigenaar.
  • HubSpot CRMVoegt boekingen toe aan contacten en deals.
  • SlackVertelt het team zodra een meeting is geboekt.
  • StripeNeemt betaling aan zodra het tijdslot is geboekt.
  • FramerZet je boekingspagina op een Framer-site.
  • ElevenLabsGeeft spraakagents een realistische AI-stem.
  • LinearZet je status op afwezig vanuit je agenda.
  • Meta PixelMeet boekingen uit je Meta-adcampagnes.
  • UmamiTelt bezoeken aan je boekingspagina, privé.
  • WhatsAppOntmoet je gasten in een WhatsApp-chat of videogesprek.

Frequently asked questions

These are some of our most frequently asked questions.

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Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyop Trustpilot
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds op X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh op X
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballop Trustpilot
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson op X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisop Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianop Product Hunt
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarop Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best op X
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
    Benop Product Hunt
  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixitop Product Hunt
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeiop Product Hunt

Trusted by fast-growing companies around the world

Get started with workflows for optometry

See how Cal.com streamlines eye exams, intake, optical handoffs, and recalls. Start free at https://cal.com, book a demo at https://cal.com/enterprise, or explore docs at https://cal.com/docs.

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