NOTE: You can only edit, share or delete presets you created. Presets a colleague has shared with you can be applied, but the edit, share and delete icons won't appear next to them. If you haven't created a preset yet, follow How to Create and Use Calendar Presets first.
Step 1: Navigate to the Calendar
Log in to your Pabau account and click Calendar in the left-hand sidebar.
Step 2: Open Filters
On the Calendar, click Filters in the top-left corner.
The Filters button, above Scheduler
Step 3: Open Your Presets
In the Filters panel, click Preset in the top-right corner. If a preset is applied, this button shows the preset's name instead.
The PRESETS list opens. Next to each preset you created, you'll see three icons:
- Globe — share or unshare the preset with all users
- Pencil — edit the preset
- Bin — delete the preset
Your presets, with the share, edit and delete icons
Step 4: Edit the Preset
Click the pencil icon next to the preset you want to change. The Edit preset window opens with its current settings:
- Preset name — rename the preset.
- Add employees in preset view — choose which staff members the preset shows. Remove someone with the × on their name, or pick more from the dropdown.
- Share with all users — tick to make the preset available to everyone in your team; untick to keep it to yourself.
Click Save to keep your changes (you'll see Preset updated successfully.) or Cancel to discard them.
Step 5: Share or Unshare a Preset in One Click (Optional)
To change who can use a preset without opening the edit window, click the globe icon next to it. Hover over the icon to see what it will do: Share this preset with all users or Unshare this preset with all users.
Step 6: Delete a Preset (Optional)
Click the bin icon next to the preset, then click Delete in the Delete preset window to confirm.
IMPORTANT: Deleting a preset can't be undone, and it removes the preset for everyone it's shared with, not just you.
You can't delete the preset you're currently using — it shows a tick instead of the bin icon. Click Back to default at the top of the list, or apply a different preset, and the bin icon will appear.
Front Desk is applied, so it shows a tick instead of the bin
Why Can't I See the Edit Icons on a Preset?
The globe, pencil and bin icons only appear on presets you created. If a colleague shared the preset with you, ask them to make the change, or create your own version with How to Create and Use Calendar Presets.
Related guides: How to Create and Use Calendar Presets · How to Set Up Calendar Filters
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