Clinic List

In this guide, you’ll learn how to effectively use the Clinic List in Pabau—whether you need to download it as a PDF, print it, or email it to staff members.

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How to Print Clinic List

 

Step 1: Navigate to Calendar

Begin by logging into your Pabau account and in the left sidebar menu, locate and click on "Calendar" to access your schedule.

Step 2: Open Calendar Settings

In the top right corner of the calendar, next to the calendar view mode, you'll find a cogwheel icon. Click on this icon to open the calendar settings options.

Step 3: Access Print Options

Within the calendar settings, click on the "Clinic List" option. This will open a side panel where you can customise the information that will appear on the printed version of your clinic list.

Step 4: Customize Printing Preferences

After opening the ''Clinic List'', a panel will appear on the right side of the screen where you can fully customize how the daily clinic list is displayed before printing.

Here’s a breakdown of the available options:

• Date Selector
  At the top of the panel, choose the date for which you want to print the list.

  
  
  
• Employee Dropdown
  Select one or multiple employees whose appointments you want to include. This is helpful if you're printing the list for individual practitioners or departments.

• Column Filters
  You can choose which details to include in the printout by ticking or unticking various columns. Available options include:

  • Time

  • Location

  • Date of birth

  • Address

  • Mobile number

  • And more

• Day Summary
  Use the dropdown to show or hide the day summary. When enabled, this section provides a high-level overview of the day's appointments and practitioners.

  

• Break Page After Summary
  Choose whether to insert a page break after the summary section. This is useful if you want the detailed list to begin on a new page.

  

• Show Locations
  Filter appointments by clinic location. You can select one or more locations to include only the relevant data.

  

Once you've configured your preferences, the Clinic List view will update to reflect your selections. If the summary is enabled, you'll see:

• A count of total appointments

• A count of practitioners with scheduled appointments

Below the summary, the appointment details will be listed based on the selected columns and filters, ready for review or printing.

Step 5: Print the Clinic List

To print the configured list, click the ''printer icon'' located in the top-right corner of the Clinic List panel. If preferred, you can also choose to email the list directly to selected staff members from the same panel.

This will open your browser’s print preview window, where you can adjust how the list will appear before printing or saving.

Here’s what you can configure:

• Destination
  Choose where to send the document — for example, to a physical printer or to save it as a PDF.

• Pages
  Select whether to print all pages or a specific range.

• Layout
  Choose between Portrait or Landscape orientation depending on how you want the list formatted.

• Colour
  Decide whether to print in Colour or Black and White.

Click ''More settings'' to fine-tune additional options:

• Paper size (e.g., A4, Letter)

• Pages per sheet (e.g., print multiple pages on one sheet)

• Margins (Default, None, Minimum, or Custom)

• Scale (Adjust the size of the content to better fit the page)

• Options (Enable or disable headers and footers or include background graphics, such as logos or shaded sections)

Once everything looks correct, click the final ''Print'' button to print the list — or choose ''Save as PDF'' if you'd prefer to store it digitally.

By following the outlined steps, you can customize the clinic list to include relevant information and efficiently manage your daily appointments.

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How to Download Clinic List

 

Step 1: Navigate to Calendar

Begin by logging into your Pabau account and in the left sidebar menu, locate and click on "Calendar" to access your schedule.

Step 2: Open Calendar Settings

In the top right corner of the calendar, next to the calendar view mode, you'll find a cogwheel icon. Click on this icon to open the calendar settings options.

Step 3: Access Print Options

Within the calendar settings, click on the "Clinic List" option. This will open a side panel of your daily appointment schedule.

Step 4: Customize the List Preferences

After opening the ''Clinic List'', a panel will appear on the right side of the screen, allowing you to fully customise how the daily schedule is displayed before downloading. 

Once you're happy with the settings, click ''Print'' in the top-right corner to access the download options.

Step 5: Download the Clinic List

After clicking ''Print'', your browser’s print preview window will open. Click on the ''Destination'' dropdown and select ''Save as PDF''.

You can then customise how the clinic list will appear before downloading:

• Pages – Choose to download all pages or a specific range.

• Layout – Select between Portrait or Landscape orientation.

  

Click on ''More settings'' to access additional options, such as:

• Paper size (e.g., A4, Letter)

• Margins (Default, None, Minimum, or Custom)

• Scale (Adjust the content size to better fit the page)

• Options
   – Include or remove headers and footers
   – Enable or disable background graphics like logos or shaded areas

Once everything is set, click ''Save'' and choose where to store the file on your device.

By following these steps, you’ll have a professional-looking PDF version of your clinic’s daily schedule—ready to save or share as needed.

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How to Email Clinic List to Staff Members

 

Step 1: Navigate to Calendar

Begin by logging into your Pabau account and in the left sidebar menu, locate and click on "Calendar" to access your schedule.

Step 2: Open Calendar Settings

In the top right corner of the calendar, next to the calendar view mode, you'll find a cogwheel icon. Click on this icon to open the calendar settings options.

Step 3: Access Print Options

Within the calendar settings, click on the "Clinic List" option. This will open a side panel of your daily appointment schedule.

Step 4: Customize the List Preferences

After opening the Clinic List, a panel will appear on the right side of the screen, allowing you to fully customise how the daily schedule is displayed before emailing. 

The staff members you select here will automatically be included as recipients when you choose to send the list via email.

Step 5: Email the List 

Once everything is ready, click the ''Email'' button in the top-right corner of the Clinic List panel to proceed with sending the list.

A pop-up window will appear where you can:

• Enter the email subject

• Add a message body

• Review the recipients, which will be automatically populated based on the staff members you selected earlier in the options

You can also add additional email addresses if you’d like to send the list to someone else.

When you’re happy with the details, click ''Send Email'' to deliver the clinic list to your staff members.

Preview of the Email

This is how the email will appear once it’s sent to the selected staff members, with the clinic list included as a PDF attachment.

By following these steps, you can easily share your clinic’s daily schedule with selected staff members, ensuring everyone stays informed and up to date.

Now that you know how to use the Clinic List, you can easily manage, share, and keep track of your clinic’s daily schedule with confidence.

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