Pabau 2 Knowledge Base
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Pabau Classic to Pabau 2
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Pabau 2 Knowledge Base
Clients
Business
Business Details
Locations
General Settings
Data
Team
Users
Roles
Scheduler
Clients
General
Summary
Appointments
Financials
EMR / Allergies
EMR / Prescriptions
EMR / Labs
EMR / Client Problems
Letters
Labs
Gift Vouchers
Activities
Notes
EMR / Forms
Documents
EMR / Photos
EMR / Patch Tests
Products & Services
Services
Packages
Resources
Online Booking
Client Portal
Clinical
Medical Forms
Drugs
Marketing & Communication
Communications
Feedback Survey
Marketing Sources
Calendar
General
Appointments
Blockouts
Financials
Developer & Other
Labs & Pharmacies
Objects
Stock
Inventory
Orders
Products
Activities
Pabau Classic to Pabau 2
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Clients
General
Overview of clients
How to create a client
How to edit a client
How to delete a client
How to assign a label to a client
How to remove a label from a client
How to add a client relationship
How to remove a client relationship
How to archive a client
See more
Summary
How to add a new summary to the client card
How to manage views in the Summary tab
Appointments
How to resend an appointment confirmation
How to cancel an appointment from the client card
How to reinstate a cancelled appointment from the client card
How to delete an appointment from the client card
Financials
How to refund an invoice from the client card
How to void an invoice from the client card
How to issue a credit note for an invoice from the client card
EMR / Allergies
How to record an allergy for a client
How to manage allergies in the client card
EMR / Prescriptions
How to create a prescription
How to edit a prescription
How to print a description
How to share a prescription
How to repeat a prescription
How to delete a prescription
How to use the Pabau AI tool for prescriptions
How to submit a prescription to CloudRx
See more
EMR / Labs
How to create a lab request
How to review & share lab results
EMR / Client Problems
How to enable client problems
How to record a client problem
How to manage client problems
Letters
How to create a letter
How to edit a letter
How to print a letter
How to delete a letter
How to change the status of a letter
See more
Labs
Overview of Labs
Gift Vouchers
How to resend a gift voucher from the client card
Activities
How to create an activity from the client card
How to edit an activity from the client card
How to mark an activity as done from the client card
How to delete an activity from the client card
Notes
How to record a client note
How to edit a client note
How to delete a client note
EMR / Forms
How to mark injection points in a treatment note
Documents
How to add a document
How to rename a document
How to download a document
How to delete a document
How to create a document folder
How to rename a document folder
How to delete a document folder
How to move a document to a folder
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EMR / Photos
How to upload a photo to the client card
How to delete a photo from the client card
How to rename a photo in the client card
How to create an album in the client card
How to rename an album in the client card
How to delete an album in the client card
How to mark injection points on a photo in the client card
See more
EMR / Patch Tests
How to create a patch test in the client card
How to edit a patch test in the client card
How to delete a patch test in the client card
How to set a mandatory patch test for a service
How to create a patch test from the calendar
See more
