In this article, we'll cover how you can book appointments within an existing shift.
Step 1: Navigate to Calendar
Log in to your Pabau account, and in the left sidebar menu, click on Calendar.
Step 2: Select Timeslot
Click on the desired timeslot to open the "Create new appointment" menu. Appointments can only be booked within an existing shift, so make sure to first create a shift.
Step 3: Choose Client
Select the client from the search bar or add a new client by clicking on "Add new client".
Step 4: Service Selection
Choose the service for the appointment. Start time is pre-populated based on your selection, and duration is auto-filled based on the service set duration. Optionally, add appointment notes.
Step 5: Notification Preferences
In the "Notifications" section, you will find several tiles representing different client notification options.
Confirmation
The "Confirmation" tile indicates whether a standard confirmation will be sent to the client. If both the email and the SMS icons are blue, a confirmation will be sent through both channels. If one or both icons are greyed out, no confirmation will be sent via that method. These settings are automatically pulled from your Client Notification settings.
Reminder
The "Reminder" tile shows whether a reminder will be sent to the client. If both icons are blue, the client will receive reminders via email and SMS. If one or both icons are grey, reminders won’t be sent through that channel. These reminder settings are also pulled from your Client Notification settings.
NOTE: Reminders will not be sent if the appointment is scheduled to start sooner than the "Reminder advance notice" setting. For instance, if reminders are set to be sent two days before the appointment, a booking for tomorrow will not trigger a reminder.
Medical History
The "Medical History" tile indicates whether a medical history questionnaire will be sent to the client. The form sent will be the one marked as the default in your account.
If the tile is greyed out with an error icon, you’ll need to set up a questionnaire and mark it as default.
Forms
The "Forms" tile will show any additional forms linked to the service you are booking. By hovering over this tile, you can see which forms will be requested from the client before the appointment.
If the tile is greyed out with an error icon and you want to request additional forms from the client, you can set this up by following the steps in this guide.
Precares
The "Precares" tile will display any pre-care templates associated with the services you are booking, as set up in the service settings under "Client Pathway."
If the tile is greyed out with an error icon and you'd like to send precare instructions to clients, you can set this up by following the steps in this guide.
Feedback
Finally, the "Feedback" tile shows if a feedback request will be sent to the client. As with other notifications, if both the email and SMS icons are blue, the request will be sent through both channels. If one or both icons are grey, no feedback will be requested through that channel. These settings also pull from your Client Notification settings.
If you see an error icon and you want to send feedback requests to clients, ensure that the feedback request client notification is enabled by following the steps outlined here.
NOTE: If your client notifications are set to send email and/or SMS confirmations, reminders, or feedback requests, but the tiles are still greyed out, ensure that these notifications haven't been disabled in your Calendar Settings.
Step 6: Confirm Booking
Click the Book Appointment button. Preview the total cost and duration above it. The appointment is now scheduled.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Calendar 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.