SETUP MAGIC

Your practice.
Already feels like your app.

Start with your logo, colors, products, and prices. Keep everything editable as your practice grows.

01 · MAKE IT YOURS

Your name on the experience.

Take a photo of your business card, upload it, or enter the details yourself. Add your logo and brand colors, with a live preview as you make changes.

Your logo appears in the app header and on printed quotes. Patients see a consistent practice identity from the conversation to the take-home estimate.

OptiAlly practice branding settings with business card and logo upload
Your branding · actual app settings
An optical practice owner setting up her practice on a laptop
02 · BUILD AROUND WHAT YOU SELL

Your catalog. Your real prices.

Products and pricing

Configure your lens catalog and prices so staff choose from the products your practice sells.

Insurance plans

Add any insurance with custom plan setup. Keep your accepted plans and benefit configuration together, ready for quoting.

Promotions

Set your discounts and second-pair offers so they are available during the sale.

Add any insurance with custom plan setup.

03 · FINISH THE FEE SLIP

A polished quote.
With your name on it.

Choose whether to include your logo, practice contact details, and a cost-per-day line for contact lenses. Add your own footer note.

The estimate disclaimer stays on the printout so patients know to reconfirm prices and rebates.

Actual fee-slip layout settings and preview with logo, contact details, and footer controls
Fee Slip Layout · real settings preview
READY WHEN YOU ARE

See a benefit sheet become a quote.

Walk through sample benefits, your practice’s pricing, and the estimated patient cost.

See a benefit sheet become a quote