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Key Feature Activation

In this article, we’ll show you how to activate key features to get the most out of your system.

Table of Contents:

1. Marketing Plus Setup 
2. Care Plus Setup
3. Activities
4. Smart Pricing
5. Quotes
6. Leave Management
7. Clinic List
8. Advanced Automation Setup 
9. Client Management
10. Reserve With Google
11. Commissions
12. Wages
13. Timesheets
14. Advanced Analytics 
15. Capture Forms 
16. Cashup
17. Team Report

 

Marketing Plus

Marketing Plus unlocks the full marketing power of Pabau — giving you unlimited campaigns, premium templates, automation capabilities, extended feedback options, and integrations that boost online visibility and client engagement.

How to enable Marketing Plus

Go to: Setup → Subscription → Manage Subscriptions → Marketing Plus → Start Trial / Activate

Why choose Marketing Plus

  • Unlimited branded email campaigns & SMS marketing

  • Premium templates and custom HTML design

  • Automations & webhooks to connect external tools

  • Advanced feedback surveys and Google Reviews integration

  • Sell custom-designed gift vouchers with online payments

  • Access performance insights like Business Snapshot reporting

What’s included in Marketing Plus

Use the quick links below to learn how to set each feature up:

Care Plus Setup 

Care PLUS is Pabau’s premium add-on for advanced patient care — helping you document better, personalize treatment journeys, and save time with smart automation and AI.

How to activate Care PLUS

Go to: Setup → Subscription → Manage Subscriptions → Care PLUS → Start Trial
Enjoy a 14-day free trial — continue with a subscription afterward or revert to the standard plan.

Why choose Care PLUS

  • Stronger client relationships – visual proof of results, better follow-ups, personalized aftercare

  • Efficiency gains – AI notes, macros, smart forms & repeat prescriptions reduce admin work

  • Clinical professionalism – structured workflows, secure telehealth tools, compliance support

  • Scalability – unlimited form entries, photos & videos as you grow

What’s included in Care PLUS

Browse the features below and click into each setup guide:

 

Activities 

Activities help you track and organize every interaction that happens in your clinic — from calls, emails, and tasks to reminders and follow-ups. They ensure your team stays aligned, clients are engaged, and nothing slips through the cracks.

Why use Activities?

  • Keep a complete log of every client or lead interaction

  • Assign tasks so follow-ups always happen on time

  • Improve accountability with clear ownership and timestamps

  • Customize activities to match your clinic’s workflow

  • Manage workload easily across staff and locations

What you need to set up

Each component of Activities works together to give you full visibility and control. Click below to learn more about each feature:

 

Smart Pricing

Smart Pricing automatically adjusts service pricing based on rules you control — helping you maximize revenue, reward loyalty, and protect profitability across locations and providers.

It removes manual price changes and ensures pricing always reflects who, where, and when service is delivered.

Why use Smart Pricing

  • Standardize pricing across locations while keeping flexibility where needed

  • Charge more for highly in-demand team members or prime time slots

  • Offer perks like membership discounts or loyalty pricing automatically

  • No manual updates — rules run instantly in the background

How to Set Up Smart Pricing

Use this checklist to configure Smart Pricing properly:

Quotes

Quotes help you present treatment recommendations clearly, track acceptance, and convert more consultations into revenue — all while staying organised and compliant.

Every quote is logged, trackable, and actionable, giving you full visibility into your sales pipeline.

Why use Quotes

  • Professional treatment proposals clients can approve instantly

  • Clear approval trail with signatures for compliance

  • Track performance by location & team member

  • Manage pricing transparency and expectations upfront

  • Mobile-friendly quoting via Pabau GO for faster conversions

Quotes Setup Overview

Use this checklist to configure Quotes end-to-end:

Leave Management

Leave Management in Pabau helps you keep track of staff absences, manage time-off requests, and maintain accurate records — all in one place. By centralizing leave tracking, your team can plan better, avoid scheduling conflicts, and ensure smooth clinic operations.

Why Use Leave Management

  • Streamline leave requests and approvals

  • Track staff absences and leave balances in real-time

  • Avoid scheduling conflicts and under/overstaffing

  • Maintain accurate leave records for compliance and reporting

Leave Management Setup

Use this checklist to get Leave Management up and running:

  • Manage Leave Types
    Define different types of leave (e.g., Annual, Sick, Maternity/Paternity, Unpaid) and set rules for each type.
    → Read more: Manage Leave Types
  • Request Time Off
    Allow team members to submit leave requests through Pabau, specifying dates and type of leave.
    → Read more: Request Time Off
  • Manage Leave Requests
    Approve, decline, or modify leave requests. Monitor pending requests, balances, and team availability from the Leave dashboard.
    → Read more: Manage Leave Requests

Clinic List

The Clinic List helps you stay organised by showing a clear, shareable overview of each day’s appointments. Whether you need to print it, download it, or email it to staff, Clinic List ensures everyone on your team knows exactly what’s happening that day.

Why Use Clinic List

  • Keep your clinic aligned with a clear daily schedule

  • Send automated lists to staff so everyone stays informed

  • Quickly print or download professional appointment summaries

  • Filter by staff, locations, or date ranges for full flexibility

  • Save time by generating lists only on days with bookings


Clinic List Setup Checklist

Advanced Automation Setup 

Advanced Automations in Pabau allow your clinic to run smarter, faster, and with less manual work. From invoices and appointments to leads, clients, and marketing, automations ensure every touchpoint is timely, accurate, and effortless for your team.

Why use Advanced Automations?

  • Reduce manual admin and eliminate human error

  • Trigger instant actions based on client, lead, or appointment activity

  • Keep communication consistent and on-brand

  • Improve conversion rates with timely lead workflows

  • Boost retention and engagement through automated client journeys

  • Save hours each week by letting the system handle repetitive work

What you need to set up

Each automation category works together to create a seamless, fully automated client experience. Click below to explore each automation type:

Client Management

Client Management gives you full control over everything related to the client card — from viewing client history and managing blocked clients to keeping your database clean and duplicate-free.

What you can manage:

  • Client Summary
    See a full overview of each client’s details, history, notes, and activity — all from the client card.
    → Learn more: Client Summary

  • Block Clients
    Prevent specific clients from booking appointments and record reasons for blocking.
    → Learn more: Block Clients

  • Merge Clients
    Clean up duplicates by merging two client profiles into one accurate record.
    → Learn more: Merge Clients

  • Merge Leads
    Combine duplicate leads to keep your pipeline organized and accurate.
    → Learn more: Merge Leads

Reserve With Google 

Reserve with Google lets your clients book appointments directly from Google Search and Maps, making it easier than ever to fill your schedule and attract new clients. All bookings are synced automatically to your Pabau calendar.

What you can manage:

Commissions

Enable and manage Commissions in Pabau to ensure your team is rewarded accurately and efficiently for their work. With Pabau’s commissions feature, you can create custom commission structures, optimise commissions across services, products, packages, and gift vouchers, and generate detailed reports for full visibility.

Why Use Commissions

  • Motivate Your Team: Reward staff fairly and transparently for the work they perform.

  • Accurate Earnings Tracking: Avoid manual calculations and mistakes with automatic, optimized commission setups.

  • Full Visibility: Detailed reports let managers see exactly how commissions are calculated across services, products, packages, and vouchers.

  • Customizable: Tailor commission rules to specific staff roles, services, or products for flexibility.

How to Enable and Set Up Commissions

Wages 

Tracking staff wages in Pabau helps your clinic manage payroll accurately, reward staff fairly, and maintain transparency across the team. With automated wage calculations, including overtime and different compensation types, you can save time, reduce errors, and get a clear overview of team earnings.

How to Enable and Set Up Wages

  • Staff Wages Enabled
    Ensure the Staff Wages feature is activated in your system settings.
    → Learn more: Staff Wages
  • Compensation Type Optimized
    Set up and configure the correct compensation type for each staff member.
    → Learn more: Compensation Type
  • Working Hours & Type Optimized
    Verify staff working hours and contract types are correctly configured for accurate wage calculations.
    → Learn more: Working Hours & Type
  • Overtime Optimized
    Configure overtime rules to automatically calculate extra pay when staff exceed their scheduled hours.
    → Learn more: Overtime
  • Wages in Team Report Covered
    Access the Team Report to view and track wages, including base pay and overtime, for full visibility.
    → Learn more: Wages in Team Report

Timesheets

Timesheets in Pabau allow you to accurately track staff working hours, monitor attendance, and manage shifts efficiently. With automated clock-in/out, configurable rules, and editable entries, you can ensure payroll and reporting are always accurate.

How to Enable and Set Up Timesheets

Advanced Analytics 

Advanced Analytics in Pabau gives you a complete overview of your clinic’s performance. From tracking monthly sales and consultation conversion rates to monitoring VAT, pathways, and corrections, these reports help you make data-driven decisions, optimize workflows, and improve patient outcomes. With customizable filters and export options, you can view, analyze, and share the insights that matter most to your clinic.

  • Monthly Sales Report
    Access a detailed overview of your clinic’s monthly revenue, including sales trends and performance insights.
    → Learn more: Monthly Sales Report
  • Consultations Conversion Report
    Track how consultations convert into treatments or sales, helping identify areas for improvement.
    → Learn more: Consultations Conversion Report
  • VAT Report
    Generate VAT reports to simplify tax reporting and ensure compliance with tax regulations.
    → Learn more: VAT Report
  • Pathway Data Report
    Review data on patient journeys and treatment pathways to optimize clinic workflows and outcomes.
    → Learn more: Pathway Data Report
  • Corrections
    Apply adjustments or corrections to analytics data to maintain accuracy in reporting.
    → Learn more: Corrections

Capture Forms

Capture Forms allow your clinic to collect client information efficiently, digitally, and securely. From intake forms to consent documents, all data is stored directly in Pabau and linked to the client record.

What you can manage:

Cashup

The Cashup feature allows clinics to track daily transactions, reconcile payments, and maintain financial accuracy. It provides a clear summary of all financial activity, making end-of-day reporting fast and reliable.

What you can manage:

Team Report

The Team Report feature gives clinic managers complete visibility into staff performance, attendance, and earnings. It helps track KPIs, monitor shifts, and make informed decisions to optimise team productivity.

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→ Learn more: Running the Team Report

What you can manage:

  • Overview & Settings
    Configure which team members and data points appear in your reports.

  • Earnings Section
    Track staff earnings, commissions, and payroll-related data.

  • Shifts
    Monitor staff schedules, attendance, and time worked.

  • Performance
    Measure individual and team performance against set targets.

  • KPI
    Track key performance indicators for productivity, sales, and service metrics.

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.