Team
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      1. Pabau 2 Knowledge Base
      2. Team
      3. Team

      Setting Personal Details

      Efficiently manage and customize personal details for your team members in Pabau with the following simple steps.

      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. Next, click on the staff member whose personal details you wish to edit.


      Step 2: User Management Options


      You can add a photo of the user by clicking on the avatar next to their name.

      Access additional options by clicking on the three dots in the top right corner, next to "Customize Fields", where you can:

        • Send a reset password email to the staff member
        • Grant or revoke admin access
        • Deactivate the staff member

        Step 3: Customize Displayed Fields


        Tailor the fields displayed for all employees by clicking on the "Customize fields" button on the right of the Team page. Add, remove, and reorder available fields based on your preferences.
        You can create departments and job titles by going to the Setup section. Click on "Objects" under "Developer & Other", then choose Departments or Job Titles to create custom departments and job titles.

        Key details about the Bio and Prescription Info fields:

        • The "Bio" field plays a key role in your Online Bookings portal. Any details you include here about your staff can be showcased in Online Bookings, giving clients more information about your team.

        • The "Prescription Info" field is essential for prescribers. Ensure it's completed with the prescriber's credentials, enabling them to create prescriptions in Pabau. These credentials will be visibly presented at the bottom of each prescription.

        NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.

        In addition, we suggest reading our Team 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.