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How to Email a 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. 

Step 1: Navigate to the Calendar

First, log in to your Pabau account, and in the left sidebar menu, click on Calendar.

Overview of clinc list 1

Step 2: Access Clinic List

Click the cogwheel icon in the top-right corner of the calendar, then select "Clinic List" from the menu.

Overview of clinc list 2

Step 3: Customize the List

Once you open the Clinic List, select a date and apply any Employees, Locations, or Column filters needed.

email clinic list 3-1

Step 4: Open the Email Schedule

Once you customize the list, click "Email" at the bottom of the panel.

email clinic list 4

The Email Schedule window opens with the following fields:

  • Email Subject – defaults to "Clinic List," and can be edited as needed.
  • Email Body – defaults to a standard message and can be edited as needed.
  • Selected Emails – automatically populated with the email addresses of the employees selected in your filters.
  • Add New Email – enter an additional email address and click "Add" to include it alongside the pre-filled recipients.

email clinic list 6

Once you're done, click "Send Email" to send the Clinic List to your selected recipients.

This completes the process of emailing a Clinic List to your staff members.

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.