Whether you’re planning a vacation, need personal time, or require leave for any other reason, submitting your request correctly ensures smooth communication and scheduling.
Step 1: Navigate to the Scheduler
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on "Schedule".
Step 2: Select a Slot for the Time Off Request
Once you access the Scheduler, first ensure you have selected the correct location (if your clinic has multiple locations) and the appropriate date for your time off request.
Next, locate your name in the staff list on the left side of the Scheduler. Find an empty time slot on the chosen date - this is similar to how you would select a slot when creating a shift.
Click on the empty slot to proceed.
Step 3: Initiate the Leave Request
After selecting the empty slot, a modal window will open. At the top of this window, beside the shift type, hover over the icon labeled “Leave”.
Click on the ''Leave'' icon to open the leave request form.
Step 4: Submit Your Time Off Request
In the leave request form, select the leave type, confirm the location, and specify the start and end dates for your time off.
Once you’ve entered all the necessary details, a list of all requested days will appear, along with the total number of days.
NOTE: If there are appointments scheduled within your selected dates, the system will alert you. You’ll need to reschedule those appointments before submitting your time off request.
Review this information carefully, then click the “Approve Request” button at the bottom of the form.
A confirmation prompt will then appear showing the full list of requested days. After reviewing, click “Submit Request” to finalize your submission.
After submitting your request, it will appear in the Scheduler under your name, displaying an icon that corresponds to the leave type. The request will then be ready for review by the administrators.
Once action is taken, the status will update accordingly — if approved, a blockout will automatically be created in your calendar for the requested dates. If declined, the request will be marked as such in the system.
By following these steps, you can easily request time off, helping maintain accurate scheduling and clear communication.
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.