In this article, we'll cover the steps to completing the client journey on the Pabau Go app.
The client journey consists of five steps that you go through when your clients arrive for their treatments, plus a checkout step.
The first three steps are completed by the client: checking personal details, filling out the medical history questionnaire, and signing any relevant consent forms for the booked services.
As the practitioner, you will then complete the final two steps: taking photos and creating a treatment note. Additionally, you can process a payment from within the journey.
NOTE: To use Pabau Go, ensure that you have a PIN code set up for your account, as you will need it at various points during the client journey and when logging in. To create a PIN code, follow the steps provided in this guide.
Step 1: Start the Client Journey
To initiate a client journey, open the app and navigate to the Journey tab. Here, you can view all the appointments scheduled for the day, and you can select a different day using the date picker at the top of the screen. The list displays clients' names, booked services, appointment statuses, and payment statuses.
Step 2: Access the Appointment
To begin the journey, tap on one of the appointments. The first three steps are to be completed by the client, which include:
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Check Details: Tapping this option allows the client to provide or update their personal details. Once they finish, they need to tap 'Save' in the top right corner. The details will be updated in the client card, and the status of this step will change to 'Completed'.
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Medical History: This step will display the default medical history questionnaire you've set up in your account for the client to complete. If you or the client wish to skip this step, tap 'Skip' in the top right corner. You will need to enter your PIN code to skip this step.
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Patient Consent: Depending on your settings, this step will either show the consent form linked to the booked service or a list of all available consent forms. Select the necessary form for the client to complete, sign, and save. If this step needs to be skipped, tap 'Skip' in the top right corner and provide your PIN code to proceed.
Step 3: Complete Client Steps
Once the first three steps are finished, tap 'Complete' and enter your PIN. This action will reveal the next two steps of the journey: Photos and Treatment Note.
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Photos: Tapping on this option will activate the device camera, allowing you to take photos. If you wish to use a photo, select 'Use Photo' or choose 'Retake' to capture a new one.
After selecting a photo, tap the X button in the top right corner to exit the camera and enter the editing mode, where you can draw on the photo or use the injection plotting tool.
When finished, tap 'Done' in the top right corner to save the photo to the client card.
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Treatment Notes: Depending on your settings, this step will display either the treatment form linked to the booked service or a list of all treatment forms. Complete the form and save it.
Step 4: Add Additional Forms
If you need to add more forms, tap the plus sign in the top right corner of the screen and select the desired form.
Step 5: Checkout the Appointment
You can also check out the appointment directly from the journey. To do this, tap 'Checkout' in the bottom right corner to open the Point of Sale and follow the steps outlined in this article.
Step 6: Complete the Journey
To complete the journey, tap 'Complete.' The status of the appointment in the Journey tab will update to 'Completed,' and the payment status will show as 'Paid.'
By following these steps, you can efficiently guide clients through their journey on the Pabau Go app.
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.