Activities

This article provides an overview of the activities feature in Pabau, focusing primarily on how to create activities, assign them to staff members, mark activities as done, and more.

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How to Create and Manage Activity Types

 

Step 1: Navigate to Activity Types

Start by logging into your Pabau account. Once you're in, click on Setup in the left sidebar menu, then click on Objects under "Developer and Other", and select Activity Types.

 

 

Step 2: Create an Activity Type

Once there, click the "Create Activity Type" button at the top right, name your activity, choose a suitable icon, and click "Create."

Step 3: Edit Activity Types

To edit an activity type, click on it, make the necessary changes, then click on "Save".

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How to Create an Activity from the Client Card

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Create an Activity

Once you view the client's profile, click the Create button, represented as a blue plus sign at the bottom right corner of the page, to reveal the option to create an activity.

After clicking on "Activity," a window will pop up with several fields that you need to select. Start by selecting the Activity type. The activity type icons, including email, call, message, and meeting, are located at the top of the window, and you can choose the appropriate type for your activity.


In the Email field, you will need to add a title or subject for the activity that you'd like to log.


In the date and time field, you can add the designated timeframe for when this activity is to be performed, and if additional details are needed, you can include them in the activity notes field.
 
You can also specify which user this activity is for. By default, the user will be the one you are currently logged in to. However, you can change this if the activity is for a different user.


After filling out the fields, you can choose to save the activity to the client card, cancel it, or mark it as done if the task is completed and you want to log it.


You will be able to view the activity you have created in the client card under the Activities tab. 

Following these steps, will successfully log an activity in the client card.

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How to Edit an Activity from the Client Card

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Activities Tab

Upon viewing the client card, navigate to the activities tab on the menu. 

Step 3: Edit Activity

Locate the activity you wish to edit and click on the three dots on the far right side of the activity.

Three actions will appear on the menu, including "Edit." 


You can also view and edit the activity by clicking the activity name.


The process of editing an activity is the same as creating an activity. 

After making all the desired changes, click "Save" to update the changes.


Following these steps, you can edit any activity logged on the client card.

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How to Mark an Activity as Done from the Client Card

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Activities Tab

When viewing the client card, navigate to the activities tab on the menu.

Step 3: Mark as Done 

Locate the activity you wish to mark as done and click on the three dots on the far right side of the activity.

Three actions will appear on the menu, including "Mark as Done." 


You can also mark the activity as done if you edit the activity. 

If you accidentally mark an activity as done, the action will state "Mark as To Do," allowing you to change the activity status back to incomplete.


By retracing these steps, you can mark an activity as done. 

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How to Delete an Activity from the Client Card

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Activities Tab

When viewing the client card, navigate to the activities tab on the menu.

Step 3: Delete Activity 

Locate the activity you wish to delete and click on the three dots on the far right side of the activity.

Three actions will appear on the menu, one of which is "Delete." 


After selecting Delete, you will be prompted to confirm if you want to delete this activity permanently. Click on "Delete forever" to confirm.
 

By following these steps, you can delete an activity from the client card. 

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