How to Create a Care Pathway in the Pabau GO App

Care Pathways guide your clients and staff through a structured series of steps during an appointment — from check-in and consent forms, through to treatment and aftercare.  

Step 1: Access Care Pathways

Open the Pabau GO app and tap Menu in the bottom navigation bar. Scroll down to the Setup section and tap Care Pathway.

You'll land on the Care Pathways screen, which displays all existing pathways. From here you can filter by All, Published, or Draft, and sort by Name, Steps, or Usage.

Step 2: Create a New Pathway

Tap the + button in the top-right corner of the Care Pathways screen.

On the Create Pathway screen, choose how you'd like to start:

• Blank Template — Start with a blank pathway and add your own steps.
• Browse Templates — Choose from over 12 pre-built pathway templates.

For this guide, we'll use a Blank Template.

Step 3: Configure Your Pathway Steps

After selecting Blank Template, you'll be taken to the pathway editor. The pathway is divided into two views:

• Client View — Steps the client completes on the device (e.g. check-in, forms, consent).
• Employee View — Steps your staff complete (e.g. photos, treatment notes).

Toggle between the two views using the Client View / Employee View buttons at the top.

A progress indicator at the top of each view shows how many steps have been configured (e.g. 1/4 configured). The bar turns fully green once all steps are set up.

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Client View Steps

The default blank template includes four client-facing steps:

Step 1 — Checkin (Required first step, locked)

The Checkin step is always the first step and cannot be removed. Tap it to open Configure Checkin.

The configuration panel has two tabs:

Settings tab:

• Show language selector — Toggle on to let clients choose their language.
• Show date/time — Toggle on to display the current date and time on the welcome screen.

Text tab:
Customize the text that appears on the client's device:

• Heading — e.g. Welcome. Let's get you checked in.
• Description — e.g. Tap below to begin your quick check-in process. It only takes a moment.
• Button Text — e.g. Begin Check-in
• Tagline — A short phrase shown on the branded side panel (e.g. Your wellness,)
• Tagline (Italic) — The italic continuation (e.g. our priority)
• Tagline Description — Supporting text beneath the tagline

A live preview of the welcome screen is shown on the right as you make changes. Tap Save when done.

Step 2 — Check Details

Tap Check Details to open Configure Check Details.

This step collects client information and supports two layout modes:

• Compact — All fields on a single scrollable page with a Submit button.

• Stepped — Fields split across multiple screens with a Continue button between pages.

Options:

• Allow online registration — Lets new clients create their record during check-in.
• Allow photo upload — Lets clients upload a profile photo.
• Postcode Lookup — Enables automatic address lookup by postcode.

Fields you can include (tick to enable, set Required status):

• About You: Title, First name, Last name, Date of birth, Gender, How did you find us?
• Contact: Email, Mobile, Landline
• Your Address: Address line 1, Address line 2, City, Postcode, County, Country
• Preferences & Extras: Communication preferences

A live preview updates on the right as you configure fields. Tap Save when done. 

Step 3 — Medical History

Tap Medical History to open the form selection screen.

You can:

• Rename the section using the Section Name field (this appears as the step heading on the client's device).
• Choose between:
  • Choose Specific Forms — Search and select exact forms from your library.
  • Automatic (Based on Service) — Automatically shows forms linked to the booked service.

Select the forms to include from the list on the left. Selected forms appear in the Selected panel on the right. Tap Done to save.

Once configured, the step shows a confirmation tag (e.g. ✓ New Client Details Form).

Step 4 — Consent

Tap Consent to open the consent form selector. The setup works the same way as Medical History — search for and select the relevant consent forms from your library, or use automatic service-based selection.

Tap Done to save. Once configured, the step shows the selected form (e.g. ✓ Consent Form (General)).

When all four client steps are configured, the progress bar turns green and shows 4/4 configured.

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Employee View Steps

Switch to Employee View to configure the steps your staff will complete during the appointment. The default blank template includes two employee-facing steps:

Step 1 — Photos

Tap Photos to open Photos Configuration. Here you can:

• Step Name — Give the photo step a custom name (e.g. Clinical Photos).
• Photo Count — Use sliders to set the minimum and maximum number of photos required.
• Photo Labels — Assign a name to each photo slot (e.g. Front, Left Side, Right Side). Tap + Add slot to add more.

A preview on the right shows the photo grid layout. Tap Save when done. Once saved, the step confirms the range (e.g. ✓ 1–5 photos).

Step 2 — Treatment

Tap Treatment to open the treatment form selector. Choose specific forms or use automatic service-based selection — the same as the Medical History step.

Select the relevant treatment note(s) from the list (e.g. General – Treatment Note) and tap Done. The step will confirm the selected form (e.g. ✓ General – Treatment Note).

When both employee steps are configured, the progress bar turns green and shows 2/2 configured.

Step 4: Configure Pathway Settings

Tap the Settings tab at the top of the editor to configure global pathway options.

Pathway Settings

• Description — Add a description to explain what the pathway is used for.
• Icon — Choose an icon to represent the pathway from the icon grid.

Mode

Select who will use this pathway:

• Both — Includes both client-facing and staff-facing steps (default).
• Client — Client-facing steps only.
• Employee — Staff-facing steps only.

Services

Select which services this pathway will automatically run on. Search for services or tap Select all. Services are grouped by category for easy browsing.

Step 5: Customize the Theme

Tap the Theme tab to personalize the visual appearance of the pathway screens shown to clients.

Theme Style

Choose from three visual styles:

• Classic — A branded split-screen layout with a dark side panel.
• Minimal — A clean, light design.
• Bold — A full dark-background design.

Animation Type

Add a background animation to the brand panel:

• None, Particles, Wave, or Shimmer.

Logo Size

Control how large your clinic logo appears on the welcome screen: Small, Medium, or Large.

Colors

Customize the following colour elements (choose from presets or set a custom colour):

• Primary Button — The main action button color.
• Side Panel Color — Background color of the branded panel.
• Background Color — Main content area background.
• Secondary Accent — Accent highlights.
• Text Color — Text throughout the pathway.

Typography

Choose fonts for Heading and Body text. Available fonts include Inter, Georgia, Times New Roman, Helvetica Neue, Arial, Futura, Gill Sans, Optima, Palatino, Didot, Baskerville, Courier New, Verdana, and more.

A Preview section at the bottom shows how your text choices look in context.

Step 6: Name and Publish Your Pathway

Tap the pathway title at the top of the screen (shown as Untitled Care Pathway) and type a name (e.g. General Care Pathway). Once all steps are configured and you're happy with the settings, tap the Create button in the top-right corner.

A Publish Pathway? prompt will appear.

Choose:

• Publish Now — Makes the pathway live and available for appointments immediately.
• Keep as Draft — Saves the pathway without publishing it.

Your new pathway will now appear on the Care Pathways screen with a Published badge.

Once published, pathways are automatically triggered for the services they're assigned to. When launching a pathway:

1. A Select a Pathway screen appears showing all available pathways for that appointment.
2. If multiple services are booked, you'll see a Merged Pathway option (combines all services) alongside individual pathways.
3. Slide the Slide to start button on the desired pathway to begin.

The client will see the branded welcome screen on their device, complete their steps, and the practitioner will be notified once check-in is complete.

The pathway then guides staff through their employee steps (photos, treatment notes, etc.).

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