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 £100 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

Dr Askari

Help articles related to setting up Collums and making changes.

Collums Account Setup

Find answers and get help from Intercom Support and Community Experts

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