How to Mark an Activity as Done from the Client Card

This article covers how we can mark an activity as done from the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Activities Tab

When viewing the client card, navigate to the activities tab on the menu.

Step 3: Mark as Done

Locate the activity you wish to mark as done and click on the three dots on the far right side of the activity.

Three actions will appear on the menu, including "Mark as Done."

You can also mark the activity as done if you edit the activity.

If you accidentally mark an activity as done, the action will state "Mark as To Do," allowing you to change the activity status back to incomplete.

By retracing these steps, you can mark an activity as done.

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.