Step 1: Access Labels
Log in to your Pabau account, navigate to the left sidebar menu, and click on Setup. From the "All settings" page, under the Business section, click on Labels.
Step 2: Selecting the Label to Edit
On the Labels page, choose the "Client Labels" or "Lead Labels" tab, then locate the label you wish to edit. Click on the three-dot menu (⋯) next to it and select "Edit" from the dropdown menu.
Step 3: Making Changes
In the prompt that appears, make the desired changes to the label. The editing process resembles that of creating a label. Ensure you update the label name and color as needed.
Step 4: Confirming Changes
Click on "Save" to confirm and apply the modifications.
NOTE: If a label has a lock icon next to it, it indicates that it cannot be edited or deleted.
By following these steps, you can efficiently edit labels in your Pabau account, ensuring accurate client and lead categorization and organization.
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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.