How to Create and Manage Activity Types

In the article below, you'll discover a guide on how to create activity types, modify them, and tailor them to meet your needs.

Step 1: Navigate to Activity Types

Start by logging into your Pabau account. Once you're in, click on Setup in the left sidebar menu, then click on Objects under "Developer and Other", and select Activity Types.

Step 2: Create an Activity Type

Once there, go to the Create Activity Type button in the top right.

A pop-up will appear where you'll view two tabs:

1. System 

On the system tab, you have the following options:

• Name: Enter a clear, descriptive name for the activity (e.g., "Call Client", "Invoice Follow-Up", "Inventory Check").
• Default Duration: Set how long this activity usually takes (e.g., 15 minutes, 30 minutes, 1 hour).
• Icon: Choose an icon that visually represents the activity.

2. Notifications

The notifications tab, allows you to automate reminders when an activity is created, either for the client/lead or for a staff member.

You’ll find two toggles here:

• Client/Lead Notification
  Turn this on to notify the client or lead when this activity is created. Once enabled, you can select an email template that will be sent automatically to the recipient.

• Employee Notification
  Enable this to send a notification to the assigned staff member. When switched on, a text editor will appear where you can customize the message.
  By default, the message will read: You have an activity due for [ActivitySubject] for client [ClientName].

Once done, click Create to save your new activity type.

Step 3: Edit Activity Types

To edit an activity type, click on it, make the necessary changes, then click on "Save".

By following these steps, you can create and manage activity types in your Pabau account.