Depending on how you will use Collums and the features your plan includes, not all of the below may be relevant to you.
Ensure that everything in the list below has been completed to ensure that Collums works correctly.
If your data is being imported you will not need to create it. In addition to the many checks we make, please check that it is accurate.
Complete your Organisation Settings
Default notification channels (email/SMS) for appointment bookings and invoice payment.
Complete onboarding and KYB documentation with Coherent
Create and configure your resources
If you are using digital notes, don't for get to
Assign forms and treatment records to services (when creating or editing services).
Tag injectable items that are used for treatment (when creating or editing products).
Staff service rules - this can be done in the service details (Admin > Service) or by staff member (Admin > Staff)
Individual timing and pricing - again, can be done both ways as in 7a.
Contact your onbording specialist if you need any support or contact us via the chat bubble or hello@collums.co
If you are trying to set up Collums while waiting for your data import, the video below will help.