In this article, we'll cover how you can set or update your passcode for the Pabau GO iOS app and desktop version, along with the situations where you’ll be prompted to use it.
Table of Contents:
1. How to Set Your Passcode
2. When You'll Need to Use Your Passcode
How to Set Your Passcode
In Pabau, securing your account with a passcode is a straightforward process that can be accomplished in two distinct ways:
- Through your personal Account Settings
- Via the Staff Member Profile (typically utilized by admins)
The "better" approach depends on your role within the clinic and the specific goal you aim to achieve.
Account Settings
Step 1: Log into your Pabau account
To begin, log into your Pabau account and locate your avatar in the top-right corner of the screen.
Step 2: Navigate to Account Settings and Security
Select "Account Settings" from the menu that appears after clicking your avatar. Once in Account Settings, proceed to the "Security" tab.
Step 3: Set Your Passcode
In the "Passcode" section, establish a four-digit passcode if you haven't already. If you wish to change your passcode, replace the existing one with a new four-digit passcode.
Step 4: Save Changes
Complete the process by clicking "Save Changes" in the top right corner of the Account Settings page.
Staff Member Profile
Step 1: Navigate to Team
Navigate to the left sidebar menu and click to expand the "Team" tab, then select "Team" to access your staff member profiles.
Step 2: Select Staff Member
Next, click on the staff member profile to access and manage their details.
NOTE: Users can set their own personal passcode, while administrators have the additional ability to manage passcodes for any staff member.
Step 3: Set Passcode
On the right hand side you'll find the option to view, edit or add a passcode for the staff member.
To view the passcode, click the eye icon.
To add a new passcode, start typing on the field and then press the "Enter" key on your keyboard. The passcode will be updated automatically.
Step 4: Save Changes
Once you've updated the passcode, navigate to the top right corner and click the "Save Changes" button to finalize.
By following with these steps you can successfully update the passcode for you or a staff member.
When You'll Need to Use Your Passcode
In the Pabau GO app, you’ll be asked to enter the passcode each time you open the app or when a patient completes their part of the client journey and hands the iOS device to you for taking photos and creating treatment notes.
NOTE: For a detailed overview of all the steps in the client journey, refer to this guide.
You'll also be prompted to enter the passcode to lock and unlock your calendar.
NOTE: To learn more about the Calendar Lock feature, we recommend reading this guide.
By following these steps, you can set up your passcode and use it for extra security in the Pabau GO app and when locking or unlocking your calendar.
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.