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Optical Shop New Joiner 7-Day Checklist

by Todsabhorn Kuanpan, from the Community

This 7-day onboarding checklist helps optical shops and eyewear retailers train new staff. It covers appearance standards, shop manners and behaviors, first and second customer approaches, and core lens product knowledge including hard-multi coating, Transitions, color, UV420, polarized, and progressive lenses. It guides staff through promotions, reception and registration, trying trial lenses, lens replacement agreements, frame checks, and directing customers. It details cashier procedures, pricing and payments, POS operations, receipts, and closing steps. It also includes dispensing and fit checks, after-sales service, warranty guidance, feedback requests, and courteous customer send-off.

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

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This OWNDAYS Thailand new joiner checklist guides retail staff through essential store standards and service steps. It covers appearance, manners, and customer-first behavior; first and second approach techniques including greeting, needs discovery, product recommendations, and demonstrations; comprehensive lens knowledge from coatings and UV protection to progressive and specialty lenses; reception and membership processes, policy communication, and documentation; cashier operations including POS, payment handling, and warranty card procedures; dispensing checks, adjustments, and after sales service with care instructions and global support; and professional phone manners. The checklist helps standardize training, improve customer experience, and ensure consistent optical retail operations across shops.
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OWNDAYS New Joiner Checklist Thailand
This OWNDAYS Thailand new joiner checklist helps optical retail staff learn the complete in store service flow. It covers appearance standards, behavior and posture, first and second approach, lens product knowledge including coatings, transitions, polarized and progressive options, membership and promotions, reception and FOP procedures, POS and payment steps, cashier best practices, dispensing, adjustment steps, warranty and after sales guidance, sending off customers, and phone manners. Use it to onboard team members and maintain consistent customer experience across stores.
by Atidtaya Sukaphong, from the Community
Downloads: 10+
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Optical Shop New Joiner 7-Day Checklist

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OWNDAYS TH New Joiner Staff Checklist

Working Procedures Assessment for Retail Staff

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OWNDAYS New Joiner Checklist Thailand

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OWNDAYS TH New Joiner Staff Checklist

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