Step 1: Navigate to the Client Card
Start by logging into your Pabau account using your login credentials. Then, navigate to the search bar at the top of the screen to search for the client. Type at least three letters of the client's name for their client card to pull up.
Step 2: Expand the Chart/EMR Tab
Click the Chart/EMR section to expand it, and the ''Documents'' sub-tab will be revealed, displaying all uploaded documents.
Step 3: Select the Document You Wish to Send
Locate the document you wish to send to the client. Click the three-dot menu associated with the document, then select "Send as Email" from the dropdown.
Step 4: Compose and Send the Email
Once "Send as Email" is selected, an email window will open with the document automatically attached. You can write your message, update the subject line if needed, and confirm the client’s email address.
When you're ready, click "Send" to deliver the document to the client.
By following these steps, you can efficiently share important documents with your clients via email, helping to keep communication clear, organized, and professional.
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.