Pabau Classic to Pabau 2
- Switching to Pabau 2 - All You Need to Know
- Homepage and Navigating the System in Pabau 2
- Explore the Setup Section in Pabau 2
- Marketing Features in Pabau 2
- Client Notifications in Pabau 2
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Calendar
- Calendar and Appointments
- How to Book an Appointment
- How to Reschedule an Appointment
- How to Block Time Off in the Calendar
- How to Use a Package to Pay for an Appointment
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Clients
- Clients
- Overview of Clients and Client Card
- How to Create a Client
- How to Create a New Summary View
- Dictation
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Business
- How to Set Up Your Business Details
- How to Adjust Terminology in Pabau
- How to Make Your Account More Secure
- How to Create a New Location
- How to Create a Label
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Services & Packages
- Services
- How to Create a Service
- How to Make a Service Bookable Online
- Packages
- How to Enable Online Sale of Packages
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Clinical
- Medical Forms
- How to Create a Medical Form
- How to Use a Medical Form Template
- How to Create Educational Content
- How to Create a Drug
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Online Bookings
- Online Bookings
- How to Customize Your Online Booking Platform
- How to Configure the Functionality of Your Client Portal
- How to Integrate with Google Analytics
- How to Integrate with Google Tag Manager
Financials
- How to Set Up Invoice Templates
- How to Create and Manage Quotes
- How to Set Up a Default Deposit Policy
- How to Manage Discounts
Card Terminals
Securely process card payments via Pabau card terminals for a seamless checkout experience.
- How to Request the Pabau Pay Card Terminal
- Complete Setup Guide: Card Terminal & Wallet
- How to Register the Pabau Pay Card Terminal
- How to Process a Payment Using the Pabau Pay Card Terminal
- Troubleshooting the Pabau Pay Card Reader
Products & Stock
- Products and Stock
- How to Create a Product
- How to Create Suppliers
- How to Start a New Inventory Count
- How to Build a Purchase Order
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Leads
- Leads
- How to Create Leads
- Overview of the Lead Profile
- How to Create a Lead Pipeline
- How to Assign a Lead to a Pipeline
Analytics
- Reports
- Custom Reports
- How to Generate a Standard Report
- How to Export Reports
- How to Create a Custom Report from Scratch
