You can automate many things that might have taken you a lot of time until today, especially communicating with your patients. Colib offers drastic time savings.
Appointment Types: New Patient Consultation, Follow-up visit, 30-minutes session, 60-minutes appointment, 15-minutes phone call... You name them! Different appointments have different purposes, and you can define, for each and every one of them:
Customized appointment reminders, with relevant information.
Online Forms attached so that patients can fill them out ahead of their appointment.
Billing information, so that an invoice can be easily generated with the right $ amount and info.
Automated Reminders: Reduce no-shows with the right reminders!
Creation Reminder: When you create an appointment, a message will go out to your patient soon after so that they have all the relevant information, and can check later in time. This is especially useful if the appointment is scheduled ahead of time, they know they have it, but can't remember when and where.
Confirmation Reminder: By default, 24 hours before the appointment. Your patient receives this reminder so that they don't forget to come. On top of that, they can click on the "Confirm" button, and you'll know on the appointment card they have confirmed. That's a good opportunity to check in with them if you're unsure they're going to remember.
You can manage your availability on the scheduler, by booking a time slot and selecting the appointment type "Busy" or "Personal"
Select a time slot on the scheduler
Select the appointment type "Busy" or "Personal"
Add a Title
Select the appropriate start and end time
Optional: If this is recurring, you can click on "Recurring Event?", then select the frequency (Daily, Weekly, Bi-weekly), and the end date: for example, December 31st to maintain it until the end of the year.
In Colib, you have the flexibility to charge and invoice clients the way you want.
Thanks to Colib's automation, you can "1-click" the following actions:
Create & send an invoice: If you want them to pay by Interac E-Transfer, pay online by credit card, or any other payment type you choose.
(Re)Send a receipt: When your clients have already paid, whatever the method. You are free to resend receipts later if needed
Charge a client & send a receipt: Make your life simpler by accepting online payments, and asking your client's credit card detail when they book. That way, you can collect payments yourself, and the system automatically sends out a receipt to your clients so that they can process their claims.
Pro Tip: You can collect credit card information and detail your cancellation policy, but not actually charge them. This won't cost you a dime and can be very efficient to reduce no-shows, or even charge only when a client hasn't had the chance to pay by themselves!
Payment methods accepted through our Stripe integration include major credit cards like Visa, MasterCard, and American Express, as well as debit cards. Regrettably, we do not currently support Interac payments. Nevertheless, we recommend managing Interac transactions independently by providing instructions to your clients through forms or reminders. This approach also avoids the necessity of paying Stripe fees.
The verification of ID is a necessary step for any user of Colib that will receive payments.
It allows for preventing fraud by linking an account to a legitimate person and ID, it is also a common practice to follow "Know your customer" guidelines to protect all users of the platform, including your clients, and yourself as a client.
We are committed to providing the safest and fairest experience to all our users, and this verification is common practice for payment processing systems. Your document will be safely stored and encrypted.
When you subscribe to Colib, you will be invited to fill out your credit card information via our secured payment platform - Stripe. It's very simple, then you will be billed for your plan every month.