How to Create Salutations
In this article, we'll show you how to create salutations and link them to clients.
Step 1: Navigate to Salutations
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 Salutations.
Step 2: Create a Salutation
Once there, click on the "Create Salutation" button in the top right. Provide a salutation and click on "Create".
Step 3: Edit or Delete a Salutation
If you need to edit a salutation, click on it and make the necessary change, then click on "Save".
To delete a salutation, click on it, then on "Delete", and confirm the deletion in the prompt.
Step 4: Apply the Salutation to Clients
Once you've created the salutation, open a client card and add the salutation by clicking on the plus sign that appears when you hover over the client's name next to the name of the client.
Choose the appropriate salutation, click on it, then click on "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.