How to Set Up Activity Notifications

Step 1: Navigate to Activity Types

Start by logging into your Pabau account. Once you're in, click on ''Setup'' in the left sidebar menu, then click on Objects under "Developer and Other", and select ''Activity Types''.

When you open the Activity Types page, you'll see a list of all activity types created in your system.

Step 2: Create/Edit an Activity Type

Once there, to create an activity type, go to the ''Create Activity Type'' button in the top right. To edit an activity type, click on it. 

A pop-up will appear where you'll view two tabs:

1. System - Enter a clear, descriptive name for the activity, set how long this activity usually takes (e.g., 15 minutes, 30 minutes, 1 hour), and choose an icon that visually represents the activity.

2. Notifications - The notifications tab, allows you to automate reminders when an activity is created, either for the client/lead or for a staff member.

Step 3: Set Up Activity Notifications

On the "Notifications" tab, you can proceed to set up reminders when an activity is created, you’ll find two toggles here:

• Client/Lead Notification
  Turn this on to notify the client or lead when this activity is created. Once enabled, you can select an email template that will be sent automatically to the recipient.

• Employee Notification
  Enable this to send a notification to the assigned staff member. When switched on, a text editor will appear where you can customize the message.
  
  By default, the message reads:

  You have an activity due for [ActivitySubject] for client [ClientName].

In the Text box, you can personalize this message to include any additional context — for example, specific instructions, deadlines, or important details about the activity — so the assigned employee has all the information they need at a glance.

Once done, ensure the "Active" option is ticked and click Create to save your new activity type.