How to Use the Appointment Request Overview in the Calendar

Step 1: Access the Calendar

Start by logging into your Pabau account using your login credentials. Once you're in, head to the left-hand side menu and click on ''Calendar''. This is where you can view all scheduled appointments for your clinic.

Step 2: Select Appointment

Find the appointment you’d like to view and click on it to open the appointment modal. This will display all available actions and details related to that booking.

On the right-hand side of the appointment modal, you will now see the ''Requests tab''. Clicking this tab expands the modal and provides an overview of:

Forms sent to the client and their status
Invoices related to the appointment and their status
Confirmation requests

Step 3: Overview of Appointment Requests

View Form Requests

Displays all forms linked to the booked services that were sent to the client.
Shows which forms are completed and which are pending.
You can add new forms or send reminders for pending forms directly from this overview.

To get a client to fill in a form, such as a consultation form, before their appointment:

Under FORMS, click + Add Forms.
Search for the form, or pick it from the list. Related Forms are the forms linked to the booked service; Other Forms are the rest of your forms. You'll see Form added to the appointment.
On the form you added, click the Send Reminder icon (the circular arrow). Pabau emails the client a secure link to fill in the form, and you'll see Form Reminder Sent.

IMPORTANT: Adding a form only attaches it to the appointment. The client isn't sent anything until you click Send Reminder. Once a request has gone out, an email icon appears on the form; hover over it to see when it was sent.

NOTE: The request is sent by email, to the address on the client's record, using your Form client notification. If the client has no email address, or that notification is switched off, you'll see Form Reminder Failed and nothing is sent.

TIP: To send the request by SMS as well as email, add the form from the client card instead: open EMR → Forms, switch to Group by appointment, click Add new form on the appointment and choose how to notify the client. See Understanding the Forms Appointments View.

View Invoices

Displays all invoices sent to the client related to this appointment.
Shows the invoice number, delivery method (email or SMS), and current payment status (pending, part-paid, fully paid).
Enables sending reminders for unpaid invoices directly from this overview, helping you stay on top of payments and avoid missed revenue.

View Confirmation Requests

Shows the status of appointment confirmations, such as Waiting on Reply, Confirmed, or Replied No.
Displays the method used to request confirmation (email or SMS).
Clients can confirm appointments through Connect, and the status updates automatically in Pabau.

Any other status changes can be managed via the ''Confirmation Manager'', giving you control over appointment confirmations.

The Appointment Request Overview lets you quickly track forms, invoices, and appointment confirmations from a single view, helping you stay organized and on top of every appointment.

Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles.

For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.