Clients (10)

How to manage client files, import or migrate from another system

How can I migrate clients, their appointments, their documents and their notes from my old system to Colib ?

Created by Thibault Breboin, Modified on Mon, 9 Mar at 9:39 AM by Thibault Breboin
Do I have to create all clients manually?

Created by Thibault Breboin, Modified on Fri, 17 Jan, 2025 at 5:12 AM by Thibault Breboin
How can I customize my client pages ?

Created by Thibault Breboin, Modified on Fri, 22 Aug, 2025 at 4:12 PM by Thibault Breboin
Can I merge two client accounts?

Created by Thibault Breboin, Modified on Thu, 18 Jul, 2024 at 2:21 AM by Thibault Breboin
How to Effectively Communicate with Child Clients Using client Groups ?

Created by Thibault Breboin, Modified on Mon, 8 Dec, 2025 at 6:12 AM by Thibault Breboin
How to work efficiently with notes on Colib?

Created by Thibault Breboin, Modified on Mon, 27 Jan, 2025 at 1:16 AM by Thibault Breboin
How to export my client data ?

Created by Thibault Breboin, Modified on Thu, 2 Oct, 2025 at 11:56 AM by Thibault Breboin
How to share a document with a client ?

Created by Thibault Breboin, Modified on Mon, 19 Jan at 12:41 PM by Thibault Breboin
How to archive a client ?

Created by Thibault Breboin, Modified on Mon, 9 Feb at 10:17 AM by Thibault Breboin
How to configure and send welcome email to clients ?

Created by Thibault Breboin, Modified on Tue, 7 Apr at 4:46 AM by Thibault Breboin