Break into 2-3 flows
Placeholder for Video - Hello from Stephan and Perry
Getting started with SpexMan entails these main tasks:
- Add vendors (frame vendors, lab vendors, miscellaneous vendors)
- Add frame inventory
- Transferring from other software?
- Yes requires spexman team help importing
- No client adds inventory themself
- Learn about the Data Grid & Action bar with Frames as an example
- Teach how to add via Excel file
- Teach how to add via our Master Catalog
- Teach how to add 1 by 1
- Bulk Add Frames Quickly : TBD
Import of old customer data, yes or no?If yes, further discussion
- Add lenses
- Add coatings
- Use for anti-reflective, mirrors, hard coats.
- Add products
- How to Add Services as Items in the Inventory?
- The product would be a cleaning cloth or lens spray
- A service would be an Expert Styling Session or Frame Soldering
- 🚧 Setup taxes - Clarification
- Common Efficiency Hacks
Need a booking page?
+ cylinder or - cylinder choice
Require DOB or no?
Map labs to vision web
Need credit card integration?
Add doctors who commonly prescribe
- Adding customer
- Adding Outside Rx
- Checkout
- How to checkout
- How to Create an Order for Prescription Eyeglasses
- Deleting single item
- 2 kinds of discount
- whole order vs a single discount on an item
- $ and %
- Apply taxes
- Changing the price of the item on the fly
- How to add Patient's Own Frame
- How to add random items to the cart product or service
- Editing lens options after adding to the cart
- Abandoned cart / pending order
- Payment
- How to Print invoice at checkout
- Lab Production
- Send the order to the lab
- Send orders 1 by 1
- Send all orders together
- Lab Status
- Receiving
- Ready for Pickup
- Notifying orders ready
- 🚧 Store setup
- Add store, logo, email
- 🚧 Accept insurance in the office? Catalog this
- Sell contacts? If so, add the inventory catalog
- 🚧 Message templates for texting
- Things that can be customized by Spexman (reach out to us via the customization form)
- blah
- blah b
- blah
- 🚧 How to refund. Clarification
- How to change frames or lenses ??
How to discount
- How to change pricing/discount after the sale is done in checkout ??
- How to use the order tab
- How to use the lab production phases ??
