How to Create and Manage Job Titles

Job titles play a crucial role when managing multiple staff members in your clinic. Here's how you can create them in Pabau.

Step 1: Navigate to Job Titles

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 Job Titles.

Step 2: Create a Job Title

Once there, click on the "Create Job Title" button in the top right and provide a name for the job title. Click on "Create" to create the title.

Step 3: Edit or Delete a Job Title

To edit a job title, click on it, make the necessary changes, then click on "Save".

To delete a job title, click on, select "Delete", and confirm the deletion in the prompt.

Step 4: Apply the Job title to a Team Member

After creating the job title, navigate to "Team" in the left sidebar menu, then select "Team" again.

Choose the team member you want to assign the job title to. In the "Staff Title" field, pick the appropriate job title, and click "Save Changes" in the top right corner.

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.