This article lists the most important features you need to set up before going live with your Pabau account.
This article serves as your comprehensive guide to getting started with Pabau. It will walk you through all the essential features that need to be set up before you go live.
Whether you are new to the platform or looking to optimize your setup, this guide will provide the necessary insights and instructions to help you achieve a smooth and successful launch.
Ready to get started with the setup?
Table of Contents:
1. Login Details
2. Staff & Permissions
3. PIN Codes
4. Services
5. Shifts
6. Appointments
7. Client Card
8. Business Details (Address, Logo, Website, Phone).
9. Locations
10. Sender Address
11. Medical Forms
12. Client Notifications
13. Online Bookings
14. Stripe
15. Honorable Mentions
Login Details
Securing your login details is the top priority as you begin using Pabau. After completing the onboarding process, you can access your account.
Visit the Pabau website and enter the email address you provided to Pabau during sign-up. Click on 'Forgot Password,' and you'll receive an email with instructions on how to reset your password. Follow the steps in the email to create a new password. Once you’ve successfully changed it, you can use the new password to log in and start exploring your Pabau account.
Staff & Permissions
Next, review your staff members' details and set their permissions to control what they can access in Pabau. You can create roles to set permissions in bulk and assign these roles to team members. Additionally, you can add visibility groups to restrict what certain groups can view.
Services
Services form the core of your practice, and setting them up in Pabau is very important for smooth operations and a great client experience.
By properly setting up your services, you can manage appointments easily, keep things organized, and give clear information to your clients. This setup lets you define service categories, durations, and prices, making sure everything goes smoothly when a client books an appointment.
NOTE: It’s important to be aware of the service categorization within Pabau. The hierarchy begins with service groups, followed by categories, and finally, individual services.
You can enable services for online purchase, and using the advanced settings, you can set them to be bookable by all clients, existing clients, or clients who previously had another specific service booked with you.
To learn more about how you can create services in your Pabau account, click the button below.
Shifts
Setting up shifts for your staff in Pabau is really important to keep everything running smoothly. When you set up shifts correctly, you can easily see who’s working and when, manage everyone’s availability, and avoid scheduling conflicts. This way, you know your team is covered, and your clients will get the best service. Getting the shifts right helps everyone stay organized and makes sure things go as planned.
In Pabau, you can set your shifts to repeat on specific days of the week and choose how long they will continue to repeat, such as for a year.
For a more detailed explanation of creating shifts in your Pabau account, click the button below.
Medical Forms
Next, you’ll want to set up your medical forms and connect them to your services. Here’s how it works: once you’ve linked a form to a specific service, whenever a client books that service, the form will be automatically sent to them.
This makes things much easier and ensures that clients get the paperwork they need without you having to manually send it each time. It helps keep everything organized and saves you time, so you can focus more on providing great service.
For more information on how you can set up your medical forms, click the button below.
Clients
Next, you can view your client list on the 'Clients' page to see who’s currently in your system. If you need to add more clients, you can easily do so by entering their details.
You can filter the view to see specific clients based on criteria such as their appointment history, service preferences, or any other details you’ve recorded. This allows you to quickly find and manage the clients you need, making it easier to focus on particular groups or individuals.
For more information on creating client views, click the button below.
Client Card
The client card in Pabau contains all the essential information about each client, including their appointment history, personal details, invoices, and any other relevant data. It provides an overview of each client's interactions with your services, making it easy to access and manage their records in one place.
This includes everything from past appointments and upcoming bookings to notes and payment history. Having all this information readily available helps you manage your client relationships effectively.
You can also send emails and texts and share medical forms with the client in the client card.
For more information regarding the client card, click the button below.
Appointments
To check your appointments, you can view them either from the calendar or directly within the client cards. From both the calendar and the client cards, you have the ability to cancel and reschedule appointments as needed.
This flexibility ensures that you can manage your schedule efficiently and make adjustments easily, no matter where you view your appointments.
To view more details on how to cancel appointments from the client card, click the button below.
PIN Codes
Setting a PIN code is necessary for using the Pabau app. This PIN code acts as a security measure to control access to your data.
In Pabau, you can assign individual PIN codes for each account, which helps to securely manage access to patient information. This way, each user has their own unique code, improving both security and accountability.
To find more information on how to set up a Pabau PIN code, click the button below.
Business Details (Address, Logo, Website, Phone)
A very important step is setting up your business details. These details are important because they show up in several key areas. They appear on your booking portal, ensuring clients see accurate information when they make appointments.
They’re also included in client notifications, so the right details are always communicated. Plus, you can use these details in your communication templates with personalization tags, making your messages more tailored and professional. This ensures accuracy across all client interactions, helping to build trust and provide a seamless experience.
To learn more about setting up your business details in your Pabau account, click the button below.
Locations
Setting up your location details is a crucial step in your daily operations. Through the locations feature, you can configure your opening hours, enable online bookings, add your address, select the employees who work at the location, and more.
By setting up your location details, you'll make it easier for clients to find and book with you, ensure accurate scheduling, and have a clear overview of which staff members are available at each location.
For more information regarding 'Locations,' please click the button below.
Sender Address
To ensure clear and professional communication with your clients, it's essential to set up a sender address. This will allow your clients to receive notifications that come directly from your clinic name or email.
For more information regarding sender addresses, click the button below.
Client Notifications
Setting up your communications is key to sharing the right information with your clients. This includes setting up reminders, confirmations, and other messages like SMS and email notifications.
By customizing these, you can remind clients about upcoming appointments, confirm their bookings, and keep them informed about any changes. Whether it’s a quick text or a detailed email, having these communications set up properly helps keep everyone on the same page and ensures your clients always know what to expect.
You can also schedule review requests to be sent automatically, so you can gather feedback from your clients after their appointments. This is a great way to understand what’s working well and where you might need to improve.
To learn more about setting up your client notifications, click the button below.
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Online Bookings
You can set up and customize your online bookings in Pabau to match your brand. This means you can use your brand colors, logo, and personalized messages to make the booking process feel like a part of your business. It helps create a professional and consistent experience for your clients.
One of the great benefits of offering online bookings is that clients can schedule appointments anytime, day or night. This 24/7 availability means clients can book appointments whenever it’s convenient for them, even outside of your business hours. It helps fill your schedule since clients can easily see and book available time slots.
For more information on Online Booking in Pabau, click the button below.
Stripe
By integrating Stripe, you can take online payments and deposits directly through Pabau. This makes it super convenient for clients to pay for services when they book online, which can help reduce no-shows and secure your revenue.
You can also set up a cancellation policy with Stripe, so if a client cancels last minute or doesn't show up, you can still collect a fee. This adds an extra layer of security for your business and helps ensure you’re not losing money on empty slots.
For more information on integrating Stripe, click the button below.
Honorable Mentions
Products
In Pabau, you can easily sell your products, keep track of your inventory, and manage sales and orders all in one place.
With Pabau’s inventory management, you can always know what’s in stock, get alerts when items are running low, and avoid overstocking or running out of popular products.
To learn more about adding products in Pabau, click the button below.
Packages
You can set up package sessions of your services in Pabau to offer clients a bundle of treatments at a discounted rate.
This is a great way to encourage repeat business. You can easily track how many sessions a client has used and how many they have left on their client card.
You can also sell packages online. Clients can browse your offerings, purchase a package directly through your booking portal, and start scheduling their sessions right away.
To learn more about packages, click the button below.
Automations
You can set up automations in Pabau to keep your clients engaged and coming back. For example, you can automatically send recall reminders to clients who haven’t booked an appointment in a few months, encouraging them to schedule their next visit.
Additionally, you can set up a birthday mailer to automatically send birthday wishes to your clients, possibly including a special offer or discount.
Another automation you can set up is debt collection automation, which sends reminders to clients about unpaid invoices. This helps you stay on top of outstanding payments and ensures that clients are gently reminded to settle their balances.
All you need to do is select the time, design the automation, and filter the audience. For more information on the Automations feature, click the button below.
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.