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, name your activity, choose a suitable icon, and click on "Create".

Step 3: Edit Activity Types

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

NOTE: To learn how to use activity type, read these articles.

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.