How to Create an Activity from the Client Card

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Create an Activity

Once you view the client's profile, click the Create button, represented as a blue plus sign at the bottom right corner of the page, to reveal the option to create an activity.


After clicking on "Activity," a window will pop up with several fields that you need to select. Start by selecting the Activity type. The activity type icons, including email, call, message, and meeting, are located at the top of the window, and you can choose the appropriate type for your activity.


In the Email field, you will need to add a title or subject for the activity that you'd like to log.


In the date and time field, you can add the designated timeframe for when this activity is to be performed, and if additional details are needed, you can include them in the activity notes field.
 
You can also specify which user this activity is for. By default, the user will be the one you are currently logged in to. However, you can change this if the activity is for a different user.


After filling out the fields, you can choose to save the activity to the client card, cancel it, or mark it as done if the task is completed and you want to log it.


You will be able to view the activity you have created in the client card under the Activities tab. 

Following these steps, will successfully log an activity in the client card.