Quick Start

Step 1 — Sign Up

Create your Collate account at collateworkspace.com. The process takes less than a minute.

Step 2 — Add Clinic Info

After signing in, you'll be prompted to enter your clinic name, address, timezone, and business hours. This information is used across the platform — in your booking pages, voice agent scripts, and automated messages.

Step 3 — Connect Channels

Head to Settings → Integrations to connect the communication channels your clinic uses. Supported channels include Google (email & calendar), Microsoft 365, WhatsApp Business, Instagram, and phone.

Step 4 — Invite Your Team

Navigate to Settings → Team and send invitations to your staff. You can assign roles like Admin, Manager, or Staff to control what each person can access.