How to Edit a Letter Template

This article guides you through the process of editing a letter template in Pabau, enabling you to tailor your correspondence effectively.

Step 1: Access Templates

Log in to your Pabau account, and in the left sidebar menu, navigate to Setup, go to Marketing & Communication, then select Communications, and finally, choose Templates.

Step 2: Switch to Letter Templates

Switch to the "Letter" tab on the Communication Templates page.

Locate the three-dot button on the right side of the template you wish to edit. Click on it, then select "Edit."

Step 3: Make Desired Changes

Within the editor, make the necessary adjustments to the content or formatting. The editing process parallels the creation of a letter template.

The three-dot button also offers the option to duplicate a letter template, creating a copy for your convenience.

Step 4: Save Changes

Click on "Save Template" in the bottom right corner to confirm the modifications.

NOTE: We suggest reading our Communication Templates 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.