Why is a credit card required for the Starter plan?

Who is this article for?

This article is for practitioners who chose, or plan to choose, the Starter plan and wonder why Colib asks for a credit card although they only pay for what they use.

Why a credit card?

The Starter plan is a pay-as-you-go model: each appointment is billed $3. Because the amount changes from one month to the next, Colib charges it automatically to your card at the end of each billing period. We require a credit card for the Starter plan so that you can be charged for your usage, without any action on your part.

Important: a minimum of $9 is charged each month, even in a month with no appointments. The minimum is not charged for your first month after the free trial, to give your appointments time to happen.

What your card pays for

• Your appointments — $3 for each appointment scheduled during the billing period. Cancelled and late-cancelled appointments, and Busy or Other events, are not counted.
• Group appointments — $1 per participant, starting from the 3rd client added to the appointment.
• Add-ons, if you use them — AI-powered notes, file storage beyond the 1 GB included, and faxes sent from the Colib shared number.
• Taxes — the taxes of your province are added to each payment.

All the details and an example are in How does payment for Colib plans work? To follow your count during the month, see How can I see the number of appointments I made during the current period?

When is the card charged?

• Not when you add it — entering your card does not charge anything.
• Not during your free trial — you do not need a card to try Colib, and the appointments dated during your trial are never charged.
• Every month, on your billing date — the first payment for the Starter plan is made one month after you select it. You are then charged on the same day every month, for the appointments of the period that just ended.
• Credits first — if you have a credit on your account (for example a referral credit), it is used before your card is charged. See How does the referral code work?

1Add your card

1. Go to the Payment Method tab (www.colib.io/planandpayments?show=details). You can also click the Plan icon (handshake) in the top bar, then Payment Method.
2. Click Add a Card, enter your card details and confirm.

Only administrators have access to the Plan section. For the complete procedure (business address required, replacing or removing a card), please see the article titled "How to enter my payment information to be billed every month".

What happens without a card?

• As long as no card is saved, the Plan tab shows the message Please provide a payment method to continue using our platform.
• Once your trial is over, Colib sends you to the Payment Method tab with the message You need to enter a payment method to perform this action until you add a card.
• The amounts that could not be charged remain due. If payments keep failing, your account is blocked until you add a valid card.

Good to know

• Secure payment — your card is processed by our secure payment platform, Stripe.
• Receipts — each payment appears in the Billing tab (www.colib.io/planandpayments?show=billing), with a receipt to download.
• Busy month? — from 25 appointments per month, or as soon as a second practitioner joins you, the Practitioner plan ($75 per month) becomes the better choice. Please see the article titled "How to choose or change my plan".
• No commitment — you can change plans or cancel whenever you want.

Still have a question?

Write to us at support@colib.io, we will be happy to help.