How to Email Clinic List to Staff Members

In this guide, we’ll show you how to email your clinic’s daily schedule directly to staff members from the calendar view in Pabau. This can help ensure everyone stays up to date without needing to download or print anything.

Step 1: Navigate to Calendar

Begin by logging into your Pabau account and in the left sidebar menu, locate and click on "Calendar" to access your schedule.

Step 2: Open Calendar Settings

In the top right corner of the calendar, next to the calendar view mode, you'll find a cogwheel icon. Click on this icon to open the calendar settings options.

Step 3: Access Print Options

Within the calendar settings, click on the "Clinic List" option. This will open a side panel of your daily appointment schedule.

Step 4: Customize the List Preferences

After opening the Clinic List, a panel will appear on the right side of the screen, allowing you to fully customise how the daily schedule is displayed before emailing. 

The staff members you select here will automatically be included as recipients when you choose to send the list via email.

Step 5: Email the List 

Once everything is ready, click the ''Email'' button in the top-right corner of the Clinic List panel to proceed with sending the list.

A pop-up window will appear where you can:

• Enter the email subject

• Add a message body

• Review the recipients, which will be automatically populated based on the staff members you selected earlier in the options

You can also add additional email addresses if you’d like to send the list to someone else.

When you’re happy with the details, click ''Send Email'' to deliver the clinic list to your staff members.

Preview of the Email

This is how the email will appear once it’s sent to the selected staff members, with the clinic list included as a PDF attachment.

By following these steps, you can easily share your clinic’s daily schedule with selected staff members, ensuring everyone stays informed and up to date.