How to Send Aftercare to Clients

Ensuring your clients are well-informed about post-treatment care is key to their satisfaction and the success of their treatments. Here are the two ways to send aftercare in Pabau:

Automatically Send Aftercare Instructions

To send aftercare instructions automatically once an appointment is marked as Complete, start by creating educational content or aftercare templates, then link them with the relevant service in the Client Pathway.

To associate aftercare instructions with a service, follow these steps:

Step 1: Navigate to Services 

Log in to your Pabau account and go to "Setup" in the left sidebar menu. Click on "Services" under Catalogue.

Step 2: Select a Service

Find the service you want to add aftercare instructions to and click on it to open the edit service screen.

Step 3: Switch to the "Forms" Tab

Go to the “Forms” tab. Here, you’ll see three sections: Precare for messages sent once the service is booked, Forms for forms the client needs to complete, and Aftercare for messages sent after the appointment. Scroll down to the Aftercare section to add your aftercare instructions. 

Step 4: Add Aftercare 

In the Aftercare section, click “+ Add”. 

The “Add aftercare” window will open, with three tabs to choose from:

• Aftercare packs: the aftercare content you’ve created in your account
• Email: your email templates. For more information on creating email templates, see this article.
• Pabau library: ready-made templates from the Pabau library

Use the search bar to find a template quickly, then click on it to select it.

Next, choose when the aftercare should be sent:

• Immediately after: sent as soon as the appointment is marked as Complete
• A number of days after completion: enter the number of days to wait before it’s sent

Click “Add” to link the aftercare to the service.

Step 5: Save Changes

Save the changes by clicking "Save" in the top right corner.

Step 6: View Aftercare

Now, every time you mark a client’s appointment as Complete they'll either receive a link to your client portal to view aftercare instructions if you created them under Education, or an aftercare email if you've set up an email template under Client Pathway.

This makes the process smooth and ensures clients receive the information they need.

Create Educational Content and Send It from the Client Card

Begin by creating informative educational content that incorporates essential aftercare information. To facilitate the sharing of educational content directly from the client card, take the following steps:

Step 1: Navigate to the Client Card

Once your educational content is ready, navigate to the client card by using the search bar at the top of the screen. When you access the client card, click the "Create" button, represented as a blue plus sign.

Step 2: Select Education Content

Choose the "Education" option from the menu, and select the specific educational content you wish to send to the client.

Upon completion, the patient will receive an email containing a link your client portal, providing them with access to the educational content.

By incorporating these actions into your workflow, you can provide clients with valuable information directly from the client card, fostering a professional and informed client experience.