How to Change the Status of a Letter
In this article, we'll guide you on how to change the status of a letter in Pabau. Whether you want to mark a letter as completed or make other status changes, here are the steps to follow.
Step 1: Navigate to Letters
Log in to your Pabau account and navigate to Clients in the left sidebar menu, then click on "Letters".
Step 2: Change the Letter Status
Locate the three-dot button on the far right of the letter for which you want to change the status.
Click on the three-dot button, then select "Edit."
NOTE: If you're changing the status to Completed, skip the next step.
Click on the arrow in the "Save & Print" button to choose the new letter status.
Step 3: Change Letter Status from Client Card
Alternatively, search for the client in the search bar, go to their client card, and access the Communications tab. Locate the desired letter, click the three dots, and choose "Edit".
Click on the arrow in the "Save & Print" button to choose the new letter status.
If you've changed the status to Complete, a pop-up will appear where you can decide whether to email or print the letter.
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.