This article guides you through the process of crafting a letter in Pabau.
Step 1: Log In and Locate Client
Log in to your Pabau account and use the search bar at the top of the screen to find the specific client for whom you intend to create a letter.
Step 2: Access Letter Creation
Within the client card, click on the blue plus icon at the bottom right. Choose "Communication" and then select "Letter."
NOTE: Ensure the client has a listed address for the Letter option to be accessible.
Step 3: Configure Letter Details
Recipient (client) and sender (user) details auto-populate. Add a subject and utilize the "Add field" button for personalized tags.
To adjust the page size, orientation, or margins, click on Page Settings to expand the menu.
Step 4: Compose the Letter
Write the letter by typing it into the text editor. You can also rely on the Pabau AI to help you with your letter.
Through the Client Record button, you can include information from that client's card directly into the letter.
You can also upload files through the image icon in the toolbar.
Optionally, use a letter template from the Templates section.
Explanation of Toolbar Icons:
The ''Print'' icon allows you to quickly generate a printable version of your text or document. The ''Paragraph'' option lets you adjust text formatting such as headings or normal text, while the ''System Font'' option applies your device’s default font style to the content.
You can use the Bold, Italic, and Underline options to modify the text of the letter. This allows you to highlight important information in bold, indicate cautions to patients with italics, and draw attention to specific parts of the text with underlining.
Also, you can use the ''Text Color'' to change the font color and the ''Background Color'' to highlight text with a different background shade for emphasis or visual clarity.
You can use the ''Insert/Edit'' Link button to add hyperlinks to your text, directing clients to external pages or resources, and the ''Insert/Edit Image'' button to upload or embed images directly into your content.
The Align Left, Center, Align Right, and Justify buttons let you control the alignment of your text—positioning it to the left, center, or right of the page, or spacing it evenly across the full width for a clean, uniform look.
The ''Source Code'' button lets you view and edit the HTML behind your content, the ''Open Merge Tags Panel'' allows you to insert dynamic placeholders like client names or dates, and the ''Full Screen'' button expands the editor to fill the screen for easier writing and editing.
Step 5: Schedule Follow-up Activity
If you'd like to schedule an activity to follow up on a letter, check the Create a task to follow up checkbox - this will reveal scheduling options.
Step 6: Save and Print
Click "Save & Print" to choose the letter status and save it. If "Completed" is selected, you can email the letter as a PDF or print it.
The letter is now accessible in the Communications tab within the client card.
NOTE: We suggest reading our Letters article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.