In this article, you'll learn how to receive notifications when clients complete a form related to their appointment with you.
Getting notified when clients complete a form ensures you're always up to date with important information, allowing you to prepare for appointments and provide a better experience. It helps you stay organized and respond promptly to client needs.
Step 1: Navigate to Setup
Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page. Next, locate your avatar in the top-right corner of the screen and select ''Account Settings'' from the drop-down menu.
Step 2: Access ''Account Settings'' and ''Notifications''
Once in the Account Settings, navigate to the ''Notifications'' tab in the left side bar. From there, you will see the notifications for ''Appointments''.
Step 3: Set Up ''Medical Forms'' Notifications
Click on the "Appointments" section, where you'll find a list of appointment-related notifications. From here, you can enable notifications to be alerted whenever a client completes a form related to their appointment.
NOTE: The staff member with whom the appointment is booked will receive the notification on their email.
There are two ways to receive notifications for your client's actions: email and Pabau Web.
If you choose email, you will receive a hard-coded email with the details of the action taken. The content of this email cannot be changed.
If you choose Pabau Web, you will receive a notification in the web version of Pabau, specifically in the "View notifications" bell icon right next to your avatar in the top right corner.
Make sure to save the changes made to your settings by clicking on "Save Changes" in the top right corner.
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.