Eyeglass Fitter Onboarding Checklist

Eyeglass Fitter Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Eyeglass Fitter starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Retail onboarding experience or just need an onboarding checklist for your new Eyeglass Fitter, you’re in the right place. We’ve put together a sample Eyeglass Fitter onboarding checklist below and have created onboarding templates & resources to help.

Eyeglass Fitter Onboarding Checklist

1. Introduction to company policies and procedures: The new eyeglass fitter should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on dress code, attendance, breaks, customer service standards, and any other relevant guidelines. The human resources department or a designated trainer typically performs this task.

2. Familiarization with the product range: The eyeglass fitter needs to become familiar with the company’s product range, including different types of frames, lenses, and accessories. They should be provided with training materials, catalogs, and access to the company’s inventory system. This task is usually performed by a senior eyeglass fitter or a designated trainer.

3. Training on frame selection and fitting techniques: Proper frame selection and fitting are crucial for customer satisfaction. The new eyeglass fitter should receive training on how to assess customers’ facial features, lifestyle, and prescription requirements to recommend suitable frames. They should also learn how to adjust frames for a comfortable fit. This training is typically conducted by experienced eyeglass fitters or trainers.

4. Understanding lens options and prescriptions: The eyeglass fitter should receive training on different lens options, such as single vision, bifocal, or progressive lenses, as well as lens materials and coatings. They should also learn how to interpret and understand customers’ prescriptions to accurately recommend appropriate lenses. This training is usually provided by experienced eyeglass fitters or trainers.

5. Learning about vision insurance and billing procedures: Many customers use vision insurance to cover their eyewear expenses. The new eyeglass fitter should be trained on how to verify insurance coverage, process claims, and explain benefits to customers. They should also learn about the company’s billing procedures, including how to handle cash, credit card transactions, and refunds. This training is typically conducted by the store manager or a designated staff member.

6. Practicing customer service skills: Excellent customer service is essential in the retail industry. The new eyeglass fitter should receive training on effective communication, active listening, problem-solving, and handling difficult customers. Role-playing exercises and shadowing experienced staff members can help develop these skills. This training is usually conducted by the store manager or a designated trainer.

7. Familiarization with store layout and equipment: The eyeglass fitter should become familiar with the store layout, including the location of frames, lens displays, and equipment such as lens edgers and frame warmers. They should also learn how to use these tools and equipment safely and efficiently. This task is typically performed by a senior eyeglass fitter or a designated trainer.

8. Understanding health and safety protocols: The new eyeglass fitter should receive training on health and safety protocols, including proper handling and disposal of hazardous materials, maintaining a clean and organized workspace, and following infection control measures. This training is usually conducted by the store manager or a designated staff member.

9. Learning about sales techniques and targets: While the primary role of an eyeglass fitter is to provide excellent customer service, they are also expected to contribute to the store’s sales targets. The new eyeglass fitter should receive training on sales techniques, upselling, and cross-selling strategies. This training is typically provided by the store manager or a designated sales trainer.

10. Shadowing experienced eyeglass fitters: To gain practical experience and observe best practices, the new eyeglass fitter should have the opportunity to shadow experienced staff members. This allows them to learn from real-life customer interactions, observe frame selection and fitting techniques, and understand the workflow of the store. This task is usually coordinated by the store manager or a designated trainer

Setting Up Your Employee Onboarding Process

From reading through the items in the example Eyeglass Fitter checklist above, you’ll now have an idea of how you can apply best practices to getting your new Eyeglass Fitter up to speed and working well in your Retail team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.