Step 1: Access Labels
Log in to your Pabau account, navigate to the left sidebar menu, and click on Setup. From the "All settings" page, under the Business section, click on Labels.
.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
Step 2: Initiating Label Creation
On the Labels page, choose whether you want to create a label for a client or a lead using the "Client Labels" or "Lead Labels" tab. Then click on the "Create" button located in the top right corner of the page.
Step 3: Label Details
Input the label name in the designated "Name" field and choose a color for the label from the color picker.
Optionally, you can use a custom color by entering the color's hex code directly into the "Color" field.
Once you've filled in the necessary details, click the "Create" button to confirm and finalize the creation of the label.
NOTE: For guidance on assigning labels to clients, please refer to the related article on assigning labels.
To learn how to use labels for targeted marketing campaigns, please refer to the related article on using labels for targeted marketing campaigns.
Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles.
For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.