This article will explain how to form teams and oversee them. Teams can be utilized for calendar management, client card access settings, lead tracking, and generating reports.
Step 1: Navigate to the Team feature
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button.
Step 2: Create Team
When you navigate to the Teams tab, you'll see a default team already set up, containing all employees not assigned to specific teams. In the top right corner, you'll find a button labeled "New team." Clicking on this button opens a prompt. When creating a team, remember that each person can only belong to one team.
From here, you can choose the name of the team, the staff that will be part of this team, and the services they will provide.
Step 3: Edit Teams
To edit an already existing team, navigate to the team you wish to edit by clicking the three vertical dots on the side of the team, and a menu will pop up.
From the menu, you can change the team name, the staff members who will be part of the team, the default homepage they will see upon logging into the system, and the notifications they will receive.
Additionally, from the dropdown menu in the last section, you can select which services the team will provide.
You can use the steps provided to create and manage teams within the system whenever necessary, enabling you to create as many teams as required.
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.