NOTE: Understanding the Pabau Client Portal's capabilities is important before enabling it. So, prior to guiding you through the activation process, here’s a look at its main functionalities.
Step 1: Navigate to Setup
Start by logging into your Pabau account using your login credentials. Then, navigate to the Setup button located at the bottom left corner of the screen.
Under the 'Services' section you'll find the 'Client Portal' tab.
Step 2: Customize Portal
Click the 'Customize' button located on the bottom right side of the screen to access the available actions.
At this stage, you can customize the client portal — including the background color, the features your clients can access, and more.
Step 3: Enable Client Portal
To enable the client portal, locate the toggle switch in the top right corner of the screen. Ensure this toggle is blue (indicating it's active). If it's currently grey (inactive), click it to switch its status to blue. Then, click the 'Save Changes' button to finalize the setup.
By following these steps, you can enable the client portal on your Pabau account.
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.