Step 1: Navigate to the Calendar
Start by logging into your Pabau account using your login credentials. Then, navigate to the Calendar located on the left sidebar menu.
Step 2: Click on an Appointment
Select an appointment; this action will reveal the appointment details and available actions.
Step 3: Access the Client Card
From the appointment details, you have three different ways to open the client card, depending on your preference:
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Click the client’s avatar (profile picture):
Selecting the client’s avatar will open their client card directly.
To return to the Calendar, use the arrow at the top left corner of the screen.
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Click the client’s name:
Clicking the client’s name will also open the client card directly. This option works the same way as selecting the avatar and provides immediate access to the client’s full record. To return to the Calendar, use the arrow at the top left corner of the screen.
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Click the icon next to the client’s name:
If you prefer to remain on the Calendar while viewing the client’s information, click the icon next to the client’s name. This will open the client card in a popup modal over the Calendar.
The modal contains the same details and functionality as the client card itself, but once you close it, you will still be on the same Calendar view.
By following these steps, you can easily access the Client Card from the Calendar.
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.