Welcome to getting started with Ocelot+! In this tutorial, we'll guide you through the essential steps to set up your practice details, manage your staff, customize appointment types, and organize your sales invoice items.



Set Practice Details
  • Update essential practice information like name, contact details, and logo. Follow the prompts to ensure all required details are completed.


Set Practice Location & Working Hour

  • Input and adjust your practice's location and working hours, including breaks. Easily manage your schedule by removing unnecessary lunch or break schedules.


Set Staff & Working Hour

  • Add new Optometrist or Dispenser staff with ease. Manage your team effectively by completing necessary fields and updating staff details.


Set Appointment Type

  • Customise appointment-related preferences to suit your needs. Adjust settings such as time scale and default view, then save changes to complete customization.


Add Sales Invoice Items

  • Organize and update inventory details effortlessly. Add, edit, or delete items, specifying details like item code, description, and supplier information.


How to access the In-App Guide?

  1. Log in to the Ocelot+ Portal.
  2. At the bottom right corner, you will see a star icon that will open a pop-up window displaying the Get Started Checklist.
    • This checklist provides an overview of the most frequently used functions in the Ocelot+ Portal.
  3. Click your preferred process using the accordions or collapsible buttons.
    • Each button has a brief description and a link that will direct you to the forms.


With these initial steps completed, you're well on your way to maximizing the functionality of Ocelot+ for your practice. If you have any further questions or need assistance, our support team is here to help you every step of the way.