Step 1: Navigate to the Calendar
Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu and click the "Calendar" option to access your Calendar.
Step 2: Select an Available Slot
Click on an available slot in the Calendar to start the booking process.
Step 3: Type in Client Name
This action will open the "Book Appointment" modal. Type in the client name in the search bar.
Step 4: Create New Client
If there is no client with the name you are trying to search, a button will appear so you can create the client on the spot. Click the +Create Client button to get started.
This action will lead you to the Create Client Modal where you can proceed to add the client information as per usual.
NOTE: When using the "Quick Create" method to create a client in the system, the name and last name you typed in the search bar will be populated when redirected to the create client page.
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.