In this article you will learn how to set up your notifications in Pabau.
Staff notifications are essential as they keep you updated on your clients' activities. You'll be notified whenever a client books an appointment, completes a form, or leaves a review. This ensures you're always in the loop, allowing for timely follow-ups and better customer service.
Step 1: Navigate to Setup
Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page. Next, locate your avatar in the top-right corner of the screen and select ''Account Settings'' from the drop-down menu.
Step 2: Access ''Account Settings'' and ''Notifications''
Once in the Account Settings, navigate to the ''Notifications'' tab in the left side bar menu. From there, you will see the notifications for ''Appointments'' and ''Leads''.
If you would like to receive notifications for all online bookings, regardless of who they are booked with, you can set up an email for company notifications in your online booking settings. For more details, refer to the following guide.
Step 3: Set up ''Appointments'' notifications
Click on the "Appointments" section, and you'll see a list of appointment-related notifications you can enable. You can choose to be notified when someone books, cancels, completes a form, or leaves a review for an appointment.
Note: You will only receive notifications for appointments booked with you, not for those scheduled with other staff members.
Step 4: Set up ''Lead'' Notifications
Click on the "Leads" section, where you can enable notifications for new lead inquiries. This way, you'll be notified whenever a new lead expresses interest.
You'll receive these notifications whenever a lead fills out the Pabau lead form embedded on your website. If you haven't added the Pabau lead form to your site, and would like to, simply reach out to the Support team for assistance.
There are two ways to receive notifications for your client's actions: email and Pabau Web.
If you choose email, you will receive a hard-coded email with the details of the action taken. The content of this email cannot be changed.
If you choose Pabau Web, you will receive a notification in the web version of Pabau, specifically in the "View notifications" bell icon right next to your avatar in the top right corner.
Make sure to save the changes made to your settings by clicking on "Save Changes" in the top right corner.
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.