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.
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.
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.
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.
Embed the booking page on your website with iframe code, URL redirect rules for SMS links, and home screen setup.
Show live "new patient appointments available today/tomorrow" on your own website — a drop-in Book Now button or a simple data endpoint.
Send patient emails from your own address using your existing Google Workspace, Microsoft 365, or generic SMTP credentials. Includes IT-friendly provider notes.