Business Details

In this article, we will cover everything you need to know about business details.

How to Set Up Your Business Details

Step 1: Accessing Business Details

To begin, log in to your Pabau account. Next, navigate to Setup in the left sidebar menu. Then, click on Business Details located under the Business section.

Step 2: Adding Basic Information

Within the "Details" tab, you'll find the "Basic Information" section. Here, you can add essential details such as your logo, business name, company email, phone number, and website.

Step 3: Setting Language and Timezone

Under the language settings, specify your default business language and set your timezone. Additionally, select your preferred currency and choose your desired date format and the week start day for the calendar.

Step 4: System Settings

Switch to the "System" tab to configure additional settings. Select your preferred time format. In the "Disable Prescriptions" section, choose whether to enable or disable the prescriptions feature. If disabled, all functionalities related to prescriptions will be removed from the system.

Step 5: Saving Changes

Once all necessary adjustments have been made, click on "Save Changes" in the top right corner to confirm.

By following these steps, you ensure that your business details are accurately reflected across your Pabau account, enhancing your branding and communication efforts.

How to Adjust Terminology in Pabau

Step 1: Accessing Business Details

To begin, log in to your Pabau account. Next, navigate to Setup in the left sidebar menu. Then, click on Business Details located under the Business section.

Step 2: Adjusting Terminology

Within the Business Details section, open the System tab. Here, you'll find the "Terminology" subsection. In this section, you can modify both singular and plural terminology as per your preferences. Make the desired changes in the respective input fields.

Step 3: Customizing Opt-Ins Terminology

Navigate to the "Opt-Ins" section within the same tab. Here, you have the option to adjust the terminology used when clients and leads are opting in or out of your promotional materials.

Step 4: Saving Changes

Once you've made the necessary adjustments, click on "Save Changes" located in the top right corner of the page.

By following these steps, you can tailor the terminology in your Pabau account to align with your business's unique needs and preferences.

How to Make Your Account More Secure

Step 1: Accessing Business Details

To begin, log in to your Pabau account. Next, navigate to Setup in the left sidebar menu. Then, click on Business Details located under the Business section.

Step 2: Enabling Security Tools

Within the "Business Details" section, open the "Security" tab. Here, you'll find several security tools that you can enable to bolster the security of your account. To activate these tools, click on the "Disabled" button located on the far right of each tool.

Security Tool Options:

• Force 2FA: By enabling this feature, users will be required to undergo 2-factor authentication when logging in. Upon login, they will receive a code on their mobile phone number (as listed in their user profile within the Team feature). This code must be inputted before users can successfully log in.

• Password Expiration: Here, you can determine the frequency with which user passwords expire, prompting them to set new ones. Additionally, you can specify the maximum number of invalid login attempts permitted before an account is locked.
  
  Opting to enforce password history prevents users from reusing passwords they've previously employed. The system will disallow the use of passwords that have been utilized within the specified number of previous login attempts.
  
  
  Click on "Save" after modifying your password expiration settings to apply the changes.

• HIPAA Compliance Support: Enabling this option activates HIPAA compliance support within your account. This feature ensures alignment with HIPAA regulations. For a comprehensive understanding of how this feature operates, refer to this article.

Step 3: Pabau Baseline Standard

Review the "Pabau Baseline Standard" section to assess your current level of compliance with baseline security standards. This metric reflects the extent to which you are utilizing the available security tools.

After making changes to your security settings, click on "Save" to apply the modifications.

By implementing these security measures, you can enhance the protection of your Pabau account and safeguard sensitive information effectively.

How Two-Factor Authentication Works

Two-factor authentication significantly enhances the security of your Pabau account by requiring an additional verification step beyond just entering your login credentials. This added layer of security helps protect your account from potential attackers, even if they have obtained access to your email address or password.

The Login Process with Two-Factor Authentication:

Initiating Login:

When you or your team members attempt to log in to your Pabau accounts, you will first provide your standard login credentials (username and password) as usual.

Verification Code Request:

Upon providing the correct login credentials, you will be prompted to provide a verification code.

Receiving the Verification Code:

The verification code will be sent to the mobile phone number associated with your user profile within the Team feature of Pabau.

Inputting the Verification Code:

To complete the login process, you must input the verification code received on your mobile phone. This code acts as the second factor of authentication.

Successful Login:

Once the correct verification code is entered, access to your Pabau account is granted.

To enable 2FA, please follow the steps below:

Step 1: Navigate to Business Details

Click on "Setup" in the left sidebar menu and under "Business," select "Business Details."

Step 2: Access Security Settings

Click on the "Security" tab on the left side of the screen.

Step 3: Enable Two-Factor Authentication

Under "Security Tools," locate the "Force 2FA" option. Click on the "Disabled" button next to "Force 2FA."

In the prompt that appears, select "Enable" to activate two-factor authentication for your account.

How to Add Social Media Accounts

Step 1: Access Business Details

To begin, log in to your Pabau account. Next, navigate to Setup in the left sidebar menu. Then, click on Business Details located under the Business section.

Step 2: Add Social Media Links

Within the "Business Details" section, click on the "Social" tab. Here, you'll find fields for adding various social media links.

Add your social media links to their respective fields, including your website, Facebook page, Instagram page, LinkedIn and Twitter/X.

Step 3: Save Changes

Once you've added the desired social media links, click on "Save Changes" to finalize and apply the modifications.

By following these steps, you can easily add your social media accounts to your Pabau account, enabling seamless integration with client communication materials.

How to Enable Letters

Step 1: Navigate to Business Details

Start by logging into your Pabau account. Once you're in, click on Setup in the left sidebar menu, then choose "Business Details" under Business.

Step 2: Navigate to Features 

In the "Business Details" section, click on the "Features" tab on the left side. 

Step 3: Turn on "Letters"

Look for "Letters" in the Features tab and switch it on. Now you can use the Letters feature to send letters to your clients.

How to Enable or Disable Prescriptions

Step 1: Accessing Business Details

To begin, log in to your Pabau account. Next, navigate to Setup in the left sidebar menu. Then, click on Business Details located under the Business section.

Step 2: Adjusting Prescriptions Settings

Within the "Business Details" section, click on the "System" tab. Here, you'll find the option to enable or disable prescriptions for your account.

Step 3: Enabling or Disabling Prescriptions

Use the checkbox provided to indicate whether you want to enable or disable prescriptions:

• Select "Yes" if you want to disable prescriptions.
• Choose "No" if you want to enable prescriptions.

Step 4: Saving Changes

Once you've made your selection, click on "Save Changes" in the top right corner to confirm and apply the modifications.

By following these steps, you can easily enable or disable prescriptions in your Pabau account according to your preferences.

How to Enable Client Problems

Step 2: Access Features

From the dropdown menu, select Features, and scroll down until you find Client Problems. 

Step 3: Enable Client Problems

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