General (7)
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How to Get Started Successfully on Colib?
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Why are the menu icons missing at the top of the screen?
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What does the Home page show me?
Analytics (6)
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How to connect Google Analytics, Google Ads and Google Tag Manager to Colib?
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How to read the Analytics dashboard ?
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How to filter Analytics and who can see it ?
Appointment Types (7)
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What is the purpose of appointment types, and how can they benefit my practice?
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How to create an appointment type ?
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How can I view my appointment types and manage/edit them as needed?
Booking (24)
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What options does Colib offer for my clients to book appointments?
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How can I customize my availability with availability groups?
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How do I set up the booking process in Colib?
Client Portal (10)
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What is the client portal?
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Who can access the client portal?
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How do I pay an invoice online and download my receipt?
Clients (17)
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How to create a client ?
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How to migrate clients, appointments, documents and notes to Colib ?
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How to add custom fields to your client records ?
Communications (9)
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How to view client communications: emails and SMS delivery status
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How to Monitor Failed SMS and Email Deliveries for Clients ?
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How to Add a Custom Message to an Appointment?
External Payments (4)
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How do I enter a partial payment on an invoice?
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How can I record an offline or manual payment on an invoice?
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Does Colib support direct billing ?
Forms (21)
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Does Colib provide forms templates?
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How can I build a new form from scratch?
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How can I send the form to my clients ?
Invoicing & Receipts (21)
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Invoices and Receipts: How does it work?
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How to create & send an invoice and/or receipt?
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How can I import my invoices from Colib to QuickBooks ?
Interac e-Transfer (7)
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How to set up Interac payment automation ?
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How to automatically forward Interac notification emails in Gmail ?
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How to automatically forward Interac notification emails in Outlook / Microsoft 365 ?
Multi-clinic (4)
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How to configure a multi-clinic (multi-location) practice?
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How does creating multiple clinics affect practitioners' rights?
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How to have a different booking page for each clinic?
Notes (21)
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How to dictate a note with voice recognition ?
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How to add a note to a client ?
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How to create and use note templates ?
Notifications (7)
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How can I manually resend a confirmation notification (email or SMS) for an appointment?
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What Notifications Do Clients Receive After Booking?
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How clients confirm their appointments and how you are notified ?
Plans (12)
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How does payment for Colib plans work?
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How to choose or change my plan ?
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How do I cancel my subscription or close my Colib account?
Practice (11)
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What are the different levels of rights/options for the members of my practice?
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Assigning practitioners and configuring client visibility
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How to configure the public profile page of the practice ?
Payments (14)
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What payment methods are accepted on Colib? What are the fees?
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How do I activate the online payment system on Colib?
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Why is a photo ID required to activate the online payment system?
Private messaging (5)
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How to activate the private secure messaging feature ?
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How to send a private message to a client ?
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How will I be notified when I receive a message from a client?
Reports (5)
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How to produce an account statement for a client ?
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How to use the Reports section ?
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How to read the Taxes collected report ?
Security & Privacy policy (7)
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What data security and compliance measures does Colib offer?
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Are you compliant with Canadian privacy laws?
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How to configure the 2 factor authentication (2FA) ?
Scheduler (19)
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How to create an appointment ?
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How can I block time on my scheduler?
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How can I customize the emails sent to my clients before and after an appointment?
Telehealth / Video calls (14)
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How to automatically add telehealth conference links to appointments ?
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How does the waiting room work for online meetings?
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How to join an online meeting ?
Third-Party Billing (6)
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How to enable and configure the feature ?
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How to create payers ?
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How to attach a funding policy to a client ?