How to Edit Email Templates

This article provides a step-by-step guide on how to edit an existing email template in Pabau, ensuring you can tailor your communication templates to suit your clinic's needs.

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: Select the Template to Edit

In the "Email" tab, locate and click on the specific template you wish to edit.

Alternatively, you can choose the three-dot button on the far right of the template and select "Edit" from the menu.

Step 3: Make Desired Changes

Once in the editing mode, make the necessary modifications to the template. The editing process mirrors that of creating a new email template.

Step 4: Save Changes

Click on "Save Template" in the bottom left corner of the menu to confirm and save the changes.

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.