Collums

Connect consent forms to services

A check list to ensure that your Collums account works correctly

Collums account set up

Automate consent forms to be sent in advance of an appointment

Email consent (and other) forms to clients automatically on booking

Set up services correctly to prevent double bookings

Create a service

Form builder forms can contain questions in different formats in order to collect patient data

Create form builder (questionnaire) forms

Allocate services and equipment to rooms to avoid double bookings

Create a room

You will need to tell Collums which products you will be using in your treatments

Choose injectable products to be used in digital treatment notes

Category structure is important to ensure useful reporting and save you time

Choosing the right categories

You can create as many tax rates as you wish

Create a new tax rate

Create staff commissions at the organisational level and then apply them to the staff at the location level.

Create a commission scheme

Allocate equipment to specific rooms and services

Create equipment

Categories must be created before services, products or courses can be created and placed within them.

Create a service category

Staff schedules create availability in your calendar to book appointments

Create staff schedules (rotas)

Create products to sell, keep track of stock and document for treatments.

Create a Product

Configure organisation settings to ensure Collums works as you need it to

Organisation Settings

Set regular clinic opening times and individual exceptions

Set clinic opening hours

Allocate rooms, staff and equipment to services so that they can be booked

Configure (set up) a service

You must use Google Chrome to access Collums

Make Chrome default browser on iPad

Connect to Xero integration

Understand how the Xero integration works

How Xero integration works

Set up your Xero account before connecting the integration

Set up your Xero account

Introduce a colleague to Collums and BOTH get £75 credit!

Find your referral code

Manage working hours and service permissions easily as a solo practitioner

Solo practitioners

How to update you bank details for paying your Collums subscription

Change Bank Details in GoCardless

Book Appointments, Manage Appointments and Calendar Functionality

Calendar Training Video

Set up gift vouchers to be sold via your online booking

Sell gift vouchers online

Use the links below to access the Collums online training videos

Collums online training

What you can and cannot do pre data import

How to set up your account before your data import

How to let your client base know about your move to Collums

Moving online booking systems

If you are not having a data import, you will need to follow these steps to manually add your client list

How to add your client list to Collums

Sign up to GoCardless to pay your monthly subscription and SMS invoices

GoCardless Direct Debit

Send separate bespoke notifications for remote consultations

Customise remote consultation notifications

Set Up Online Payments

Set up Online Booking

2FA enhanced log in security

Features that ensure you account security

Account security

Record how your clients or leads heard about you

Referral Sources

Decide what data you want to collect when creating a new client or lead

Choose what information is required to create a new client or lead

Tips to provide you with a smoother software experience

Collums best practice

Dr Askari

Natalie

Help articles related to setting up Collums and making changes.

Collums Account Setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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