Guides for installing, configuring, and integrating Your Booking with your practice.
Installer for practices on Optomate Touch. Run it on the practice's server, then follow the Optomate installation guide below.
Download · WindowsInstaller for practices on Sunix Vision. Run it on the practice's server, then follow the Sunix installation guide below.
Install the Your Booking agent on a practice using Optomate Touch. Covers API access setup, agent installation, and verification.
Install the Your Booking agent on a practice using Sunix Vision. Covers locating your Sunix folders, agent installation, and verification.
Installation steps for practices with multiple branches, whether sharing one PMS database or running separate servers.
Configure appointment types, optometrist profiles, booking rules, and all admin settings after installation.
Your logo, colours, fonts and shape on the booking page, patient emails and kiosk — and what each setting changes.
Configure the booking system across multiple branches, including config copying, per-branch settings, and branch management.
Shared foundation for automated patient messaging — SMS configuration, how templates work, staff logins, and patient replies.
Writing and editing the wording Your Booking sends — and importing the letters you already use in Optomate or Sunix.
Automated SMS or email before appointments. Covers reminder templates, schedule rules, manage links, and replies.
Recall follow-ups for patients who are due. Covers templates, mappings, holidays, follow-up sequences, and per-channel rollout.
Set up automated post-visit feedback requests with Google Reviews and private messaging. Includes compliance notes.
Send an automated email with additional information after a patient books — intake forms, what to bring, pre-visit prep. Per appointment type.
Email everyone with an appointment a set number of days before or after it — information only, no reply expected. Email-only and free.
Two-way patient messaging — the web chat widget on your booking page and site-wide, plus SMS chat from the staff dashboard.
Capture a patient's electronic Assignment of Benefit so bulk-billed visits don't need a signature at reception. Covers provider numbers, signing, and backing up the signed agreements.
Text or email a patient the moment their spectacles or contact lenses arrive, with a booking link where the collection needs an appointment. What you sent is written onto the order in your practice software.
Offer appointments with your dispensers — frame selections, collections, adjustments — and choose which appointment types each one is available for.
Embed the booking page on your website with iframe code, URL redirect rules for SMS links, and home screen setup.
Four ways to put booking on your site when you have more than one branch — one shared page, a button per branch, a page per branch, or a shared locations page — and what each does to your patients' appointment links.
Record which campaign brought a patient in, on their own record in Optomate — searchable, segmentable, and yours to keep.
Show live "new patient appointments available today/tomorrow" on your own website — a drop-in Book Now button or a simple data endpoint.
Choose which address your patient emails come from — your own domain via a few DNS records, your own Gmail or Outlook account, or ours. Includes notes to pass to your IT provider.
Daily operations guide covering appointments, recalls, sent history, call queue, print queue, and chat.
How Your Booking reads your Sunix templates and slots, blocking days off, and choosing which optometrists patients can book online.
Your plan, SMS usage and invoices, your accounts contact, and paying by bank transfer or by card.
Answers to common questions — availability, appointments, and why a time might show online.