GoSeedly Optometry Kit
A two-rail front desk: a five-rung recall ladder above an optical order tracker where every pair fills from ordered to dispensed. Lens keeps the relationship in one connected workspace and leaves clinical records in the practice's own system.
YOUR LENS FRONT DESK
01 — DESK
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / DeskThe recall ladder sorts recorded recalls into five rungs by how far past their due month they sit. Below it, every open optical order is a capsule filling left to right through ordered, at lab, received, inspected and dispensed.
02 / Order railThe second rail of the desk. Each order is a single horizontal bar of five segments, ordered, at lab, received, inspected and dispensed, beside the lab label and the days since ordering. Anything still at the lab past its quoted turnaround is labelled and is the only red on the rail.
03 / PatientsReview the preferred contact window, open recalls, open orders, pairs awaiting pickup, the recorded order total and the derived desk state.
04 / RecallsEvery recorded recall by rung, with its category label, due month, contact attempts, last contact date and state. Recording a recall does not contact anyone.
05 / Optical ordersOpen orders by days since ordering, with frame, lens type and coatings labels, the lab, the quoted turnaround and a past-turnaround flag on anything still at the lab too long.
06 / PickupsPairs back from the lab with no dispensed date, patients not yet notified first. The notified flag records that somebody made the call.
07 / Contact lensesRecorded supply end dates inside the reorder window, soonest first. The window is a workspace value the practice records for itself, saved with a revision guard.
08 / InsightsCounts for each derived desk state, plus recalls on the ladder, open orders, pairs awaiting pickup and supplies ending soon. Open the patients behind any number.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore 14 fictional patients with 22 recalls across all five rungs, 11 optical orders across all five stations and 6 contact lens supplies. Sample edits stay in memory and reset on navigation or reload.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
Editable native forms and document templates give your team a practical starting point.
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
Open each template in Documents and complete it for the actual job or visit.
Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.
Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.
PLEASE READ
THE KIT, UNPACKED
One contact-linked record is one patient relationship. It holds the patient label, the preferred contact window, recalls as category labels with their due month and contact attempts, optical orders with frame, lens type, coatings and lab labels, contact lens supply rows and an editable front desk checklist.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit practice name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected record creation, edits, the recorded reorder window and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and run the prescription guard before anything is written. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
This is a front desk and optical relationship record, not a medical record. It is not a HIPAA compliance tool, it is not an EHR or a practice management system, and installing it does not make a practice HIPAA compliant. Do not use it to store protected health information. It never stores prescriptions, refraction values, sphere, cylinder, axis, add, pupillary distance, visual acuity, diagnoses, medical history, insurance member IDs or clinical notes, and the shared model refuses text that looks like a prescription value in every field, on the server as well as in the browser. Treat that as a guard against accidental entry rather than a guarantee. Clinical and prescription records stay in the practice's own system, and the kit gives no vision or medical advice. The practice is responsible for its own compliance and for whatever it chooses to record in its CRM. There is no EHR or practice management integration, no insurance or vision plan processing, no lab ordering integration, no scheduling engine, no automated recalls or patient messaging, and no payments.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
DEVLAUNCH ALL ACCESS
DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.
Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
No, and it does not claim to be. It is not a HIPAA compliance product, an EHR or a practice management system, and installing it does not make a practice compliant. It is a front-desk and relationship workspace for recalls, reminders, follow-up and intake progress. Keep clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information in your clinical system. The kit runs on your own Seedly CRM; DevLaunch does not host, receive or process your patient data, and your practice remains responsible for its own privacy, security and regulatory obligations.
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Lens retains its application frame across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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