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.
- 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).
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.
- Ability to record sessions and save them directly into the client's file.
- Screen sharing, waiting room and messaging are available as well as many add-ons.
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.
Billing & Payments
Our platform offers a simple, flexible payment system, including storing customer's cards on their profile, 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.
- 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.
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.
- 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.
Additional Features
- Security : Enjoy PIPEDA-compliant, encrypted data storage 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.
- Advanced Analytics : Gain insights into your practice for informed decision-making.
- 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.