In this article, we'll explain how to create departments in Pabau. Establishing departments in the system is crucial for maintaining precise staff records, especially if your clinic has multiple departments.
Step 1: Navigate to Departments
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 Departments.
Step 2: Create a Department
Once in Departments, click on "Create Department" in the top right corner, provide a name for your department, and click on "Create".
Step 3: Edit or Delete Department
If you need to make a change to a department, click on it, make the necessary changes, then click on "Save".
If you wish to delete a department, click on it, then select "Delete", and confirm the deletion in the prompt that appears.
Step 4: Assign a Department to a Team Member
After creating your departments, navigate to "Team" in the left sidebar menu, then select "Team" again.
Choose the team member whose department you wish to update. In the "Department" field, pick the appropriate department, and click "Save Changes" in the top right corner.
If you can't find the Department field in the Personal Details section of the team member's profile, follow these steps: Click on Customize Fields in the top right corner, then select "Add Fields". Find "Department", click on it, and save the changes by clicking "Save".
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.