CollateCollate/Docs

Overview

Dashboard

When you sign in, the Dashboard gives you an at-a-glance summary of your clinic's activity: today's appointments, unread messages, recent calls, and key metrics. Think of it as your clinic's mission control.

Inbox

The Inbox consolidates conversations from every connected channel into a single timeline. You can filter by channel, assign conversations to team members, and use quick replies to respond faster.

Calendar

The Calendar shows all booked appointments in day, week, or month view. You can reschedule, click to view details, and create new appointments directly from the calendar.

Clients

The Clients section is your patient CRM. Each contact has a profile with communication history, appointment records, notes, and custom tags. Use search and filters to find any patient in seconds.

Office

The office page provides insights on finances, growth and knowledge base.

Last updated on March 18, 2026