In this article, we'll walk you through the process of printing a daily appointment schedule in your Pabau account.
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 "Print" option. This action will redirect you to a Pabau CRM website where you can customize the information displayed on the printed version of the daily appointment schedule.
Step 4: Customize Printing Preferences
To customize printing preferences, begin by choosing the date for which you want to print the schedule. Then, select the employees whose appointments you wish to display and specify whether appointments should be grouped by time or by practitioner.
Under "Filter Columns," adjust the display columns as desired. Decide whether to include a day summary and if a break page should follow the summary.
Finally, select the locations to be shown on the schedule.
Step 5: Print the Schedule
Once you've customized the printing preferences, click on the blue "Print" button to generate the schedule. Additionally, you can email the schedule to practitioners with appointments on that day and to the selected locations.
Printing daily appointment schedules allows you to have a physical copy of your schedule for easy reference and distribution. By following the outlined steps, you can customize the schedule to include relevant information and efficiently manage your daily appointments.
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.