Step 1: Navigate to the Scheduler
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Schedule".
Step 2: Select Slot for Shift
The Schedule page displays all staff members on the left, with dates across the top. You can switch between Week and Month view using the toggle in the top right, and navigate between dates using the arrows at the top.
Click on the desired slot to initiate the shift creation.
Create a shift by entering start and end times or choosing from default templates. Alternatively, click More options at the bottom for additional settings.
Step 3: Complete Shift Details
Once you click More options, the full shift details panel will open. Fill in the following:
- Date and shift hours — enter the date and time range directly or select from a preset template. The confirmed shift time will appear highlighted below once selected.
- Repeating — toggle this on to set the shift to repeat. You can define how often it repeats (e.g. every 1 week), select which days it applies to, and set an end date.
- Location — select which clinic location the shift applies to.
- Services — assign specific services or leave it as all services.
- Room — assign a room if applicable.
On the right side, you'll see a Day Digest panel showing useful context for that day — how busy it typically is, the staff member's usual working hours and days, and current coverage for that day so you can make informed scheduling decisions.
Once everything is filled in, click Create Shift to save.
NOTE: Shifts covering all services are displayed in blue, while shifts assigned to specific services only are displayed in yellow.
By following these simple steps, you can efficiently create and manage shifts in the Scheduler for effective team scheduling.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Scheduler article for a more in-depth exploration of this topic.
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.