Step 1: Navigate to Calendar
Start by logging into your Pabau account using your login credentials. Then, navigate to the "Calendar" located on the left sidebar menu.
Step 2: Select Appointment
On the Calendar, you'll view all your scheduled appointments. Click on an appointment to access the details.
Step 3: Access Quick Actions
Click the "Quick Actions" button to view all available actions.
Step 4: Create Letter
Here you'll find the "Create Letter" option, click to open the Create Letter modal.
Step 5: Choose Letter Template
A pop-up window will appear, allowing you to choose from any of the templates you've previously created in the system before proceeding to write the letter.
Step 6: Write Letter
Proceed to write the letter as you normally would. For more information on this process, refer to this guide.
Step 7: Send & Complete
Once you've compiled the letter, click the "Send & Complete" to finalize.
By following these steps, you can easily create letters from the Calendar.
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.