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AI payment links and payment plans for an opticians
Taking money shouldn't need someone at the till. Crewley sends payment links by text for deposits, balances and repairs, sets up monthly eyecare plans and tells your team when a payment fails.
Gavin explains
“Taking a balance shouldn't need someone at the till.”
Watch it run
A balance paid by text, and plans that track themselves.
Illustration with sample data, sample amount
MoneyBalances are paid before collection, so nobody chases at the counter.
Illustration with sample data
TimeNo spreadsheet of who has paid this month.
How it works
How payments run.
- Your team sends a linkA secure payment link by text or email for a deposit, a balance or a repair.
- Plans run every monthMonthly plans are set up once and collected automatically.
- Problems come to a personA failed payment or an expiring card sends the patient a new link and gives your team a task. Card details are never seen.
In detail
Questions practice owners ask.
The detail behind the pictures.
What are AI payment links and plans for an optical practice?
Taking money should not need someone standing at the till. Crewley sends a payment link by text or email for a deposit, a balance or a repair, sets up monthly plans and subscriptions for eye-care schemes, and watches every plan for a failed payment. Payments run in the operational layer; clinical records stay in your practice management software.
How do payment links work?
When a balance is due, the agent sends the patient a link with the amount and what it is for. They pay on their phone. The payment lands against the right patient and order, the balance updates, and the collection can go ahead without a card machine in the way.
What can it set up as a subscription?
Monthly eye-care plans that bundle the test and a contribution to glasses, and spread payments on a large dispense. The agent creates the plan, sends the sign-up link, and records the start date and the amount.
What happens when a payment fails?
The plan is flagged the same day, the patient gets a plain message with a link to update their card, and a person is told before the next lenses are due to go out. No lenses are posted against a failed plan without someone deciding to.
Why does this matter?
Plans are how an independent competes with the multiples on recurring eye-care plans: predictable income for you, predictable cost for the patient. The admin is what stops most practices running them well. That is the part the agent does.
See the rest of the estate on AI agents for opticians and how collections are handled on spectacle collections.
Can payment links be sent on WhatsApp?
Yes. A payment link can be sent through the channels agreed during setup, including WhatsApp. The patient pays on the payment provider’s checkout page; the conversation does not ask for card details. Confirmation sends a receipt and stops the relevant payment reminders.
Does the agent see card details?
No. Payments are taken by the payment provider on its own secure page. The agent sends the link and reads the result, never the card.
Can it refund or change an amount on its own?
No. Refunds and changes to a plan are done by a person. The agent raises the task with the details.
Which payment provider?
The one connected in the build. The estate runs on a platform with built-in payments, and existing merchant accounts can usually be connected.
Will patients get chased?
Politely, by text, with a link to fix the card. Anything beyond that is a person's call.
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