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

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

Step 1: Navigate to Setup

Start by logging into your Pabau account using your login credentials. Then, navigate to Setup located on the bottom left corner of the sidebar menu. Click to expand the Communications tab located in the Marketing & Communications section. This action will reveal the Templates tab.

 

Step 2: Create a Template Group

In the Templates page, create a Template Group to categorize your pre-cares. Click on the "New Group" button on the right.

A pop-up will appear where you can type the group's name (e.g., "Injectables Pre-cares") and click the "Create" button to finalize. 

Step 3: Create a New Template

Next, click on the "Create Template" button to get started with the template creation process. You'll be prompted to first choose the type of template you need, whether it's Email, SMS, or Letter. In this case, select the "Email" option.

Step 4: Input Template Details

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 6: Add to Client Pathway (optional)

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 7: 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.

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How to Send the Pre-care Template From the Client Card

Step 1: Access Client Card

Navigate to the top of the screen and type in your client's name in the search bar. The client card will show on the search results.

Step 2: Click the "Create" Button

Once you access the client card, navigate to the bottom right corner of the screen and click the "Create" button represented as a blue plus sign to reveal the available actions.

Step 3: Select "Communications" Option

Proceed to click the "Communications" option. A dropdown will appear with available communication options. Click "Email" to continue. 

Step 4: Access Templates

A pop-up screen will open where you can compose your email. Navigate to the bottom left corner of the window and click the "Templates" option to access all your created templates.

Step 5: Switch to Pre-cares Tab

At the top of the screen, you'll see all your created template groups. For quick access to your Pre-care templates, switch to the "Precares" tab.

After you've selected the template, it will appear in the text box, and you can make any necessary changes. before clicking the "Send" button.

By following these steps, you can easily send pre-cares to your clients using templates. 

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