Step 1: Navigate to the Clients Tab
Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu and click the 'Clients' tab to expand it. This will reveal the 'Cases' sub-tab.
Step 2: Create New Case
Once you access the Cases page, you’ll see any cases that have been created so far. To create a new case, go to the top-right corner of the screen and click the 'Create Case' button.
A pop-up window will appear where you can proceed to fill out the following fields:
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Case Type * – Select the type of case by searching and choosing from your created case types.
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Client * – Search for and select the client this case relates to.
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Case Owner * – Assign a staff member responsible for managing the case by searching and selecting their name.
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Case Date * – Enter the date the case was created or reported (format: m/d/Y).
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Reported By – Enter the name of the person who reported the case.
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Description – Provide a detailed description of the case, including relevant details or observations.
Once you've filled out all the required information, click the save button in the bottom right corner of the window.
Step 3: Review Case
You will be redirected to the case you just created, where you can add and view more information.
By following these steps, you can easily create a new case in Pabau.
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.