Collums

How to add a button to sit with cash/card/etc in the POS

Adding a new payment type

Create staff Jobs

Merge duplicate client records to avoid losing important information.

Merge duplicate client records

Organisation admin settings differ from those at the Location level

Organisation vs Location admin settings

Set up / edit staff information carefully to ensure that Collums works correctly.

Create new staff members

Automatically send treatment information before or after treatment

Pre/Aftercare

Give staff access to different Collums' modules / features

Define user permissions

Stop staff access when they leave or are away from the company

Deactivate or archive a staff member

Allow you staff to be included in the commission report

Sign up a staff member to a commission scheme

Export client names and emails for export and upload to mailing software like Mailchimp

Download your client list

Create a new patient or client in your system

Create a new client

Archive a client/patient when they request removed

Archive a client

Edit client/patient details in the client card

Edit client details

GDPR client details removal request

Dr Askari

Natalie

Admin & settings

Create a promotion discount

Set up email and / or SMS notifications for your clients.

Set up notifications

Create a new clinic / location

Customise the fields when creating new clients on Collums or online

Choose fields for creating new clients

Organisation

Build your list of Suppliers and their Brands

Create a Supplier

Tags can be created for different resources.

Using tags

Change the price, duration and other features of a service

Edit a service

Group your courses together in course categories

Create a course category

Product categories help with stock takes and organisation

Create a product category

Courses contain 2 or more of the same service. Packages can contain different services.

Create a course

What they can be used for and how to apply them

Creating tags

Create a package

Service rules

Memberships behave like packages that can be paid by monthly Direct Debit

Create a membership

Resources

If you change your address you will want your clients to see the new one

Changing your clinic / location address

Location

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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

A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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