How to Create a Pre-Care Template and Send It to a Client

Step 1: Create a Pre-Care Template

Start by accessing the Setup section. Go to Marketing & Communication > Communications > Templates.

In the Templates section, create a Template Group to categorize your pre-cares. Click on the "New Group" button on the right, type the group's name (e.g., "Injectables Pre-cares"), and click "Create."

Still in the Templates section, click on "Create Template." Choose the type of template you need, whether it's Email, SMS, or Letter.

In the template creation interface, provide a name for the template, assign it to the Template Group you created, and add a subject.

Write the body of the text for the pre-care template and include a merge tag for the medical form you wish your clients to fill out. To do so, click on the tag icon, then "Forms," and choose the relevant form to add to your email.

This action will generate a merge tag in the email body. When clients receive the email, they can click the link to be redirected to Pabau Connect, where they can view and fill out the medical form.

You can also include other merge tags to personalize the template, such as client name and business name, logo, phone number, and location.

Step 2: Link the Pre-Care Template to a Service

Now that your pre-care template is ready, link it with the service it corresponds to in the Related Services field. When clicking the field, a dropdown of all services you have in the system will show. You can tick any services you'd like to link. 

The pre-care templates can also be added to the Client Pathway of the relevant service. To do so, navigate to the Setup section, select Services, choose the relevant service, and click on the Client Pathway tab. 

In the "Before" section of the Client Pathway, click the Plus sign. Choose the Email icon to select the pre-care template. Decide whether you want to send it as soon as the appointment is booked or a specific number of days before the appointment (using the Automations feature). Click "Save" in the top right corner.

Step 3: Book an Appointment

Finally, proceed to book an appointment as usual. Navigate to the Calendar, choose an available timeslot, and add the client's name and the relevant service.

After clicking "Book Appointment," the client will receive a confirmation email (if enabled under Client Notifications) and the pre-care template related to the booked service.

Final result:

By following these steps, you can efficiently create and send pre-care templates in Pabau 2, enhancing communication and providing clients with the necessary information prior to their appointments.