How to Access the Client Card From the Calendar
This article shows how you can quickly access a client card from the Calendar.
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: Click Client Name
As you hover over the client’s name, an underline appears, indicating that the name is interactive and can be clicked.
If you want to open the client card in a new page, click the icon next to the client name.
The client card will open. If you've opened the client card on the same page, to go back to the Calendar, you can use the arrow at the top left corner of the screen.
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.