How to Add Attachments to Pre-care and After-care Templates

In this guide, you’ll learn how to attach files and images to your pre-care and after-care email templates in Pabau.

This ensures that important documents—like instructions or consent forms—are automatically included when sending communication to your clients.

Step 1: Access your Communication Templates

Go to the Setup section in the left-hand sidebar. Then, navigate to Marketing & Communication > Communications > Templates.

Step 2: Open a Pre-Care or After-Care Template

Click on the template you want to edit. It will open in an email-style editor.

NOTE: If you need help creating a new template, please refer to this articles on How to Create a Pre-Care Template and Send It to a Client and How to Create Aftercare Email Templates

Step 3: Attach a File

To add a file (PDF, image, or document), click the "Attach" button (paperclip icon) next to the Save Template button.

Step 4: (Optional) Insert an Image Into the Body

If you want to embed an image directly in the email content, click the "Insert/Edit image" button in the editor toolbar.

5. Save the Template

Click "Save Template" to apply your changes.

From now on, the attachment will automatically be included every time this template is used.

Adding attachments to pre-care and after-care templates helps streamline client communication and ensures all necessary documents are sent consistently—without any manual follow-up.

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.