How to Edit an Activity from the Client Card

This article explains how to edit an activity logged directly from the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Activities Tab

Upon viewing the client card, navigate to the activities tab on the menu.

Step 3: Edit Activity

Locate the activity you wish to edit and click on the three dots on the far right side of the activity.

Three actions will appear on the menu, including "Edit."

You can also view and edit the activity by clicking the activity name.

The process of editing an activity is the same as creating an activity.

After making all the desired changes, click "Save" to update the changes.

Following these steps, you can edit any activity logged on the client card.

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.