Features
Colib has everything you need to streamline your practice and enhance your clients experience.
Scheduling
Create appointments in a few seconds.
Schedule client appointments with ease using our intuitive calendar and integrated personal appointments feature.
Synchronize your scheduler with Google Calendar to ensure you never miss an appointment.
Effortless scheduling with recurring appointments.
Ability to display appointments by practitioner with a convenient column layout for each practitioner per day.
Room management for efficient resource allocation.
Online Booking
Let your clients decide when they want to book appointments with our intuitive online booking system.
Easily book appointments in just a few clicks.
Fully customize the booking process to match your practice's requirements.
Seamlessly add an online booking widget to your website.
Create availability groups for different appointment types.
Offer a waitlist so clients can join when no slots are available and get notified once a spot opens.
Allow clients to select a specific practitioner or time slot.
Manage time zones effortlessly with our intelligent timezone management system.
Option to cluster appointments (clients can only book around existing appointments).
Forms
Create custom intake forms in a few clicks to collect client information.
Create custom forms from scratch or upload existing PDF or Word documents.
Select form templates from Colib's form library to add to your collection.
Automatically send forms to clients via email.
Create client records based on completed forms and receive notifications.
Electronic signature and counter-signature capabilities are available.
Send automatic reminders to clients who haven’t completed their forms after a specified number of days.
Online Appointments
Connect with your clients around the world and provide real-time treatment.
One-click access on your browser, no download.
Easy access from computers, phones or tablets.
Generate automated links based on appointment types.
Take notes directly inside the video conference during sessions.
Ability to record sessions and save them directly into the client's file.
Screen sharing, transcripts, waiting rooms, and messaging are also available, along with many add-ons.
Billing & Payments
Our platform offers a simple, flexible payment system, including storing customers' cards on their profiles, sending invoices with payment links, and providing receipts within Colib.
Create customized invoices and receipts with a single click and email them directly to clients.
Effortlessly include sliding scale fees, products or additional billing items as needed during invoice creation.
Automate Interac e-Transfer reconciliation by matching incoming payments to the correct client and invoice automatically.
Multi-currency invoicing and payments supported.
Securely store customer credit/debit card information on their profiles for faster payment processing.
Require credit/debit card information for online bookings and charge your clients after their appointment.
Easily export invoices to QuickBooks.
Client Files
Stay organized and keep records of all your clients' information.
Access a crystal-clear client page with all the necessary information at your fingertips.
Add custom fields to your client pages to match your business requirements.
Use note templates to structure your text.
Import your client records (client info, appointments & notes) from your old software directly to Colib with our batch upload feature.
Define relationships between your clients for easier couple or family therapy management.
Streamline session note-taking with our speech recognition tool.
Track client progress with customizable goal-setting and scoring features, enabling clear measurement of outcomes over time.
Store documents such as images and PDFs for each client.
Group clients for easier communication within families or groups.
Use sketch drawing with templates when needed.
Communications
Reduce no-shows, provide precise instructions, and maintain professionalism with automated and customizable notifications.
Clients can choose their communication preferences (email and/or SMS).
Tailor communication language to match clients' preferences.
Send confirmation notifications when appointments are booked.
Send reminders 24 or 48 hours before appointments to request confirmation.
Follow up with clients after appointments to collect feedback.
Send recalls to clients who have not booked appointments for a certain time.
Consult communication history for each client at any time, and receive live notifications for each SMS or email delivery failure.
Welcome emails can be sent automatically or manually when a new client is created, including essential practice information, intake forms to complete.
Private Messaging
Exchange secure private messages with your clients directly through Colib and the client portal.
Send and receive private messages with your clients directly from Colib, without leaving the platform.
Clients reply securely from the client portal, keeping all conversations in one place.
Attach documents to your messages to share information safely with your clients.
Keep clients engaged between appointments while maintaining a professional channel separate from personal email or SMS.
Enable or disable private messaging at any time from your communication settings.
Client Portal
Colib provides a separate web platform to help your clients manage their appointments and invoices, as well as securely share information with you.
Clients can see, book, modify and cancel appointments from their portal.
Invoices can be viewed, downloaded and paid from this platform.
Save time and find peace of mind by securely sharing documents and notes with your clients via the client portal.
Your clients can safely manage their payment cards with it.
If clients choose not to create a portal, they can still manage their appointments via the SMS & emails they receive only.
Mobile-Friendly
Colib is accessible everywhere from any device, at any time.
Same features on every type of device.
All you need is an internet connection.
Public Profile Page
Colib allows you to create a fully customizable public profile page to showcase your practice and attract new clients online.
Present your services, approach, specialties and professional background in a structured and professional layout.
Add images and videos to create a more engaging and personalized experience.
Customize your branding with your theme color, background image and social media links.
Configure your SEO title and description to improve your visibility on search engines.
Display practitioner information and build trust before the first appointment.
Analytics
Gain insights into your practice for informed decision-making.
Segment data by clinic location or practitioner to compare performance and optimize team management.
Large variety of analytics including client base insights, appointment types and volumes, revenue tracking, and more.
Use quick filters such as Today, This Week, Last 30 Days, Last 12 Months or custom date ranges.
Analyze trends over time with clear visual charts and breakdowns.
Identify your most booked services and optimize your offering accordingly.
Understand seasonal variations and growth patterns in your practice.
Filter data by period (monthly, yearly) to gain strategic insights.
Additional Features
And much more to help you run a secure, compliant and efficient practice.
Compliance
Colib's security features protect your data at every level and meet your PHIPA, PIPEDA, LPRPSP, PIPA and 'La loi 25' (Québec) requirements.
Bilingualism
The only fully bilingual platform in Canada, letting clients choose French or English.
Inventory Management
Effortlessly track and manage product stock in real-time.
Gift Certificates
Streamline gift certificate management, enhancing client satisfaction.
Get Started Today
Join practitioners already benefiting from Colib's advanced features. Save time, increase efficiency, and deliver superior care.
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