Online booking and reminders for optometry practices

Square Appointments lets patients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Online exam booking with reminders. Roots sets up your services, availability, policies and forms so the calendar works from day one.
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Payment solutions for optometry practices

How each solution supports optometry practices

See what each option adds to the way your business takes and tracks payments.

Square Point of Sale

For optometry practices: Bring eye exams, eyewear and optical orders into a point-of-sale workflow, with reporting organized around exam charges, eyewear orders and patient balances. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. One checkout for exams, frames, lenses and contacts. Roots Payments, an independent Square Reseller, configures it around how your optometry practice actually checks patients out.
  • Map your services, fees and products into the Square item library before your first patient
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
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Square Appointments

For optometry practices: Schedule eye exams and eyewear fitting appointments, collect appointment payments and keep staff calendars aligned. Square Appointments lets patients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Online exam booking with reminders. Roots sets up your services, availability, policies and forms so the calendar works from day one.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms

Square Inventory

For optometry practices: Track frames, contact lenses and optical accessories with item-level stock records and replenishment workflows. Square's item library tracks products, stock and sales across your POS and online store, and Square for Retail features add deeper inventory tools. Track frames by brand, model, color and size. Roots imports your catalog and sets up counts and alerts.
  • Import and clean up your product catalog
  • Set stock counts, low-stock alerts and categories
  • Configure barcode scanning and labels
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Square Integrations

For optometry practices: Connect Square transaction data with the tools used to manage exam charges, eyewear orders and patient balances, reducing repeated data entry. Square connects to practice-management, accounting and scheduling apps through the Square App Marketplace. Connect Square to the practice tools you already use. Roots selects, connects and tests the integrations.
  • Audit your current tools and pick integrations that fit
  • Connect and map data (customers, items, tax, deposits)
  • Test end to end before go-live
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Merchant Account

For optometry practices: Arrange a processing account for eye exams, eyewear and optical orders, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your optometry practice, with pricing you can read and a person to call. Roots prepares your business profile for the processing partner and helps configure patient payments and reporting.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Recurring Billing

For optometry practices: Schedule and manage payments for contact-lens subscriptions and optical care plans, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Contact lens subscriptions on a partner-provided account arranged by Roots, paired with the prescription verification the FTC Contact Lens Rule requires.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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E-commerce Payments

For optometry practices: Add online checkout for eye exams, eyewear and optical orders, with order references carried through payment and fulfillment. Accept cards and ACH on your website or portal through hosted pages or an API integration. Online contact lens reorders with prescription verification, on a partner-provided account arranged by Roots.
  • Design the checkout flow
  • Integrate with your website platform
  • Configure fraud rules
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Custom Payment Integration

For optometry practices: Connect the payment flow for eye exams, eyewear and optical orders with your software and the operational records behind exam charges, eyewear orders and patient balances. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Post payments to your optometry EHR.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Square Appointments questions

Questions eye care practice teams ask about patient payments.
Square Appointments provides online booking and staff calendars. Roots helps configure your services, schedules and booking experience.
Yes. We review appointment lengths, staff calendars, deposit or cancellation settings and checkout so the process fits how your team works.
Bring your services, appointment lengths, staff schedules and booking policies. Roots uses these details to plan the workflow for optometry practices and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. Consultations and payment reviews are free.

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Talk to an eye care practice payments specialistAll optometry practices solutions