Skip to content
Get Support
  • There are no suggestions because the search field is empty.

How to Create Email Templates

This article guides you through the process of creating a customized email template in Pabau.

Email templates save you writing the same message again and again. Once a template is saved, your team can pick it when they email a client, and pre-care and aftercare templates can be sent automatically for the services you link them to.

Step 1: Open Templates and Choose Email (Simple)

  1. Go to Setup and click Marketing & Communication.
  2. Click Templates.
  3. Click Create Template in the top right corner.
  4. In Select template type, choose Email (Simple).

Setup page with Marketing & Communication selected and the Templates card marked

The Create Template button on the Templates page

Select template type with Email (Simple) marked

Create Template → Email (Simple)

The Email template window opens. Use the buttons in its top bar to minimise it, make it full screen or close it.

Step 2: Enter the Template Details

  1. Enter a Template name. This is for your team only; clients don't see it.
  2. Choose a Category: the template group it belongs to, such as general, precare, aftercare or confirmation.
  3. Under Visible to, choose Everyone to share the template with your team, or Just me to keep it private.
  4. If the category is precare or aftercare, a Related services box appears. Choose the services this email is for. Pabau then uses it as the automatic pre-care or aftercare email for clients booked for those services.

Email template window with Template name, Category, Visible to and Related services marked

Name the template, pick a category and choose who can use it

NOTE: To add your own categories, see How to Create Template Groups.

Step 3: Write and Save the Email

  1. Type the Subject clients will see. Click the # at the end of the subject line to add a merge tag to it.
  2. Write your message in the editor. The toolbar lets you change the font and size, add links and images, lists, alignment and more.
  3. Click Merge tags (or the # in the toolbar) to add personal details that fill in for each client when the email is sent.
  4. Click the paperclip to attach files that should go out with every email sent from this template.
  5. Click Save template. Pabau confirms with Template saved, closes the window and adds the template to the Email tab of your templates.

Email template subject, message, Merge tags, attachment paperclip and Save template marked

Subject, message, merge tags, attachments and Save template

TIP: Some useful merge tags: [APPOINTMENTFIRSTNAME] inserts the client's first name, [ADATE] the date of their appointment, and [MEDICALFORM id=12345] a link to a form they need to fill in. See the Complete List of Pabau Merge Tags.

Click Cancel to close the window without saving.

NOTE: Save template stays greyed out until the template has a name. When you edit a saved template later, it opens in the same window with its attachments already in place, so saving again keeps them.

What's next?

Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles.

For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.