This article explains everything you need to know about locations in Pabau.
Table of Contents:
1. How to Create a New Location
2. How to Edit a Location
3. How to Deactivate a Location
How to Create a New Location
Step 1: Accessing Locations Setup
Begin by logging into your Pabau account. In the left sidebar menu, navigate to Setup, then click on Locations under the Business section.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
Step 2: Creating a New Location
Once in the "Locations" section, click on "Create Location" located in the top right corner.
NOTE: The "Create Location" button may appear greyed out if you've reached the current location limit for your subscription. In such cases, upgrading your subscription is necessary to add more locations.
Step 3: Configuring Location Details
General Tab: Input the location name, phone number, and email address. Toggle options to specify if this location accepts appointments, online bookings and if it should be shown online. Additionally, select a color to represent this location in the Calendar interface.
Location Tab: Enter the business address, pinpoint it on the Google Map widget, and optionally select an image for the location. The address added here will be displayed in client notifications.
Employees Tab: In the Employees tab, designate the team members who will be working at this specific location.
Badges Tab: Choose badges related to the location to convey important information to clients when booking online. Optionally, create custom badges by clicking on "Choose badge".
Step 4: Activating the Location
Ensure the "Active" toggle in the upper right corner is enabled. Click on "Create" to confirm and finalize the creation of the new location.
By following these steps, you can efficiently set up a new location in your Pabau account, ensuring accurate scheduling and client communication.
How to Edit a Location
Step 1: Accessing Locations Setup
Begin by logging into your Pabau account. In the left sidebar menu, navigate to Setup, then click on Locations under the Business section.
Step 2: Selecting the Location to Edit
Hover over the location you wish to edit. This action will reveal the "Edit" button on the right side of the location. Click on it to proceed.
Step 3: Making Changes
Once in the editing mode, you can make the desired modifications to the location details. The editing process mirrors that of creating a new location.
General Tab: Edit the location name, phone number, and email address. Toggle options to specify if this location accepts appointments, online bookings and if it should be shown online. Additionally, select a color to represent this location in the Calendar interface.
Location Tab: Edit the business address, pinpoint it on the Google Map widget, and optionally select an image for the location. The address added here will be displayed in client notifications.
Employees Tab: In the Employees tab, designate the team members who will be working at this specific location.
Badges Tab: Choose badges related to the location to convey important information to clients when booking online. Optionally, create custom badges by clicking on "Choose badge".
Step 4: Saving Changes
After making the necessary adjustments, click on "Save" located in the top right corner to confirm and save the changes.
By following these steps, you can effectively edit locations in your Pabau account, ensuring that the information remains up-to-date and accurately reflects your business operations.
How to Deactivate a Location
Step 1: Accessing Locations Setup
Begin by logging into your Pabau account. In the left sidebar menu, navigate to Setup, then click on Locations under the Business section.
Step 2: Selecting the Location to Deactivate
Hover over the location you wish to deactivate. This action will reveal the "Edit" button on the right side of the location. Click on it to proceed.
Step 3: Deactivating the Location
Within the editing interface, locate the "Active" toggle in the upper right corner. Disable this toggle to deactivate the location.
Step 4: Saving Changes
After deactivating the location by disabling the "Active" toggle, click on "Save" located in the top right corner to confirm and save the changes.
By following these steps, you can effectively deactivate locations within your Pabau account, providing flexibility in managing your operations.
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.