Colib - Features

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.

- Ability to generate session notes using artificial intelligence ✨.

- 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

- Security : Enjoy a fully secure EHR platform with encrypted data securely stored in Canada.

- 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.