Sightly Feature Updates (February, 2021)

By: Sightly
10 min read

As we are working our way towards Sightly v.2.0, will be rolling out version 1.9.9.2.5 to that Sightly Platform that includes some new features, and updated features that you can read about below.

If you have any questions, please contact support[at]getsightly.com. 

Thank you.

Sightly support team

Sightly + FittingBox Update

We will start rolling out a new feature to the Sightly platform – the FittingBox plugin.

FittingBox makes online and in-store interactive sales aids for the eyecare industry. The Sightly+FittingBox plugin will help to enrich your customers’ buying experience on your Sightly storefront by helping them find & try-on the perfect frame. You will have access to over 70K+ VTO (virtual try-on) frames and growing.

Also, with the help of Eye Recommend, we have partnered with the following Canadian companies:

1. Kering


2. Maui Jim


3. Marchon


4. Safilo


5. Etina Barcelona


6. Prisme
   
   
7. Luxottica

If you would like to see an example of how this would work in your Sightly storefront, please check out this link: https://abbeyeyecare.sightlyapps.com/gunnar-optiks-cruz-kids-large-156.

For more information on this new feature, and how you can get this added to your storefront, please contact shae.conn[at]getsightly.com.

How to Create an In-office Order

We added a new feature that will allow you to create the order for the patient. This is ideal for when you receive an email order from a patient, or a phone order from a patient. By having the ability to create the order for them, you can send them a payment link, and have the order reminder automatically created for the patient. This process will also automatically create their account for your storefront, and send them an email to update their password or reset their password from the payment link.

Here are the steps on how to go about this:

1. Go to CRM Manager -> Onboarding


2. You will see a list of onboarding accounts. You can use the search filter to quickly see if the onboard account exists or not. If the onboard account does not exist, click “Actions -> Create Order” button


3. This will open a new window that will allow you to enter the following fields. Complete the form and click “Create” button. Mandatory fields:
   - First Name
   - Last Name
   - Email Address
   - Mobile Phone (recommended)


4. This will create a patient account with the information entered above, and the system will randomly generate a password for the patients’ account. NOTE: the patient will be able to change this.


5. The next step is to complete the details of the patient order. The following are the steps to build up the order:
   - Set the Payment option: Paid in Office, or Send Payment Link (this will email the patient a link to pay for the order)
   - Add the patient's telephone number if it does not exist
   - Add the Billing Address if it does not exist.
   - Check Same as Billing if the Shipping Address is the same as the Billing Address
   - Click the "Add Items" button to select the products to add to the order
   - Once the products have been added, you can add the shipping to the order. Click Actions -> Get Shipping Rate. Select one of the available shipping rates to be added to the order.
   - When the order is complete, click Actions -> Generate Order

This will create the order, and if "Send Payment Link" has been selected, the patient will receive an email with their order details and a link to pay for the order. From the payment screen the patient will be able to re-set their password, and enter in their credit card information to pay for the order.

If the onboard account exists, you can open the account and create the order as outlined above.

1. Open the onboard account
2. Click Actions -> Create Order
3. Click "Yes" to create the order.

This will create a patient account from the onboard information, and then take you to the order creation screen. Follow the steps outlined above to build up the patient's order.

If the patient account exists, you open the account and create the order as outlined above.

1. Open the patient account
2. Click Actions -> Create Order
3. Click "Yes" to create the order

This will take you to the order creation screen. Follow the steps outlined above to build up the patient's order.

How to Create a Service Order

With the in-office order functionality, we had one of our practice partners ask us if this functionality could be used for a service order. In particular they wanted to be able to send the patient a payment link to pay for the repair of their glasses, and then just do a curb-side pickup without having to come into the office to pay – contactless payment.

The first that we did was to create a generic service product:

1. Go to your admin panel


2. Go to Catalog Manager -> Manufacturers

If you do not have your practice as a "Manufacturer", follow these steps to create one:

1. Click New Manufacturer
2. Add your practice name
3. Click Save when done

The next step is to create the service product:

1. Go to Catalog Manager -> Products
2. Click New Product
3. Enter a name like Service
4. Enter Service for the short description and the full description.
5. Click Manufacturer tab and select your practice name
6. Click the Controls tab and make Simple Product is selected for product template
7. Click the Prices tab and enter 10 for the base price
8. Click Save & Continue when you are done
9. Click the Images tab and upload an image for this product (maybe use your logo 😊)
10. Make sure that you mark the image as the “default image” so that it is displayed for the product
11. Enter a name like Service
12. Enter a name like Service

Once the product has been setup, the last step is to hide this service product from being visible in your storefront:

1. Click the "Hide Product" checkbox
2. Click Save & Continue

Now that you have a service product, you can use it to create a service order:

1. Follow the steps above to create an order, but for the product select the service item product that you created.
2. Once you have added the service item to the order, you can click the "pencil" icon to change the description and pricing details.
3. Now you can send the payment link to the patient to pay for the service item, and just do a quick curb-side pickup after it has been paid for.

How to Update Pricing

We have added a new feature that will allow you quickly update pricing details to any product in your storefront. To do this:

1. Go to your admin panel
2. Go to Report Manager -> Price report
3. Select Product Template or enter a Product Name
4. Click Search

This will bring up a listing of all of your products based on the filter criteria. In the price grid for each product you will see a “pencil” icon for the base price, and if it is a contact lens product you will see the “pencil” icon next to each supply option. Clicking this icon will open up the price field to edit

What's Next

We are almost complete the direct-ship feature for Sightly. This will allow you to send your contact lens orders directly to the brand for fulfillment. Look for this update to arrive in March, 2021.