How to Set the Default Homepage for Staff Members

If you'd like to set up the homepage for certain staff members, different from the business or personal dashboard, you can easily set this up using the Team feature.

Step 1: Navigate to Teams

Log in to your Pabau account, and in the left sidebar menu, go to Team, then select "Team" again, and click on the Team tab.

NOTE: If you would like to learn more about the Team feature and explore all of the available options, please refer to the following guide

Step 2: Create Team

When you go to the Teams tab, you’ll see a default team that includes all employees not yet assigned to specific teams.

To create a new team, click the "New Team" button in the top right corner. Keep in mind that each person can only be part of one team.

Step 3: Select the Default Homepage and Enter Team Details

In this step, you can select the default homepage for your staff members and enter the necessary team details. You'll also have the option to decide which staff members will see the selected homepage.

Note: When creating a new team to set the default homepage, be aware that other settings, such as client access permissions, calendar availability, and reporting, will also apply to that team. If the team is meant to have a calendar available for bookings, you'll also need to select the services they’ll provide.

Step 4: Save changes

Once you're finished, make sure to save your changes by clicking the "Save" button in the bottom right corner.

This way, you can set the default homepage for your staff members, and upon logging into Pabau, they will be directed to it automatically.

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.