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Marketing & Communication
Client Notifications
- Client Notifications
- How to Enable Client Notifications
- How to Edit Email Notifications
- How to Edit SMS Notifications
- How to Create Custom Email Client Notifications
- How to Create Custom SMS Client Notifications
- How to Set Up Reminder Emails and SMS
- How to Edit the New Appointment is Booked Notification
- How to Edit the Upcoming Appointment Reminder Notifications
- How to Edit the Reschedule Appointment Notification
- How to Edit the Request Feedback Notification
- How to Edit the Canceled Appointment Notification
- How to Edit the No-Show Appointment Notification
- How to Add Attachments to Client Notifications
- How to Edit the Quote Notification
- How to Edit the Waitlist Notification
- How to Send Reminders for Virtual Appointments
Communications
- Communication Templates
- How to Create Email Templates
- How to Edit Email Templates
- How to Delete Email Templates
- How to Create SMS Templates
- How to Edit SMS Templates
- How to Delete SMS Templates
- How to Enable Letters
- How to Create a Letter Template
- How to Edit a Letter Template
- How to Delete a Letter Template
- How to Create a Pre-Care Template and Send It to a Client
- How to Create Aftercare Email Templates
- How to Send Aftercare to Clients
- How to Enable or Disable Auto Top-Up for Credits
- How to Link Pre-Care and After-Care Templates to Services
- How to Add a Medical Form to an Email Template
- How to Create Template Groups
- How to Manually Purchase Credits
- How to Add Attachments to Pre-care and After-care Templates
- How Merge Tags Work in Pabau
Sender Address
Automations
- Automations
- Overview of Automations
- How to Create a New Automation
- How to Create Recall Automations
- How to Set Up a Birthday Automation
- How to Create New SMS Automations
- How to Set Up a Debt Collection Automation
- How to Clone an Automation
- How to Set Up Aftercare Automations
- How to Set Up a Non-Converted Consultation Automation
- How to Set Up a 'New Clients' Automation
- How to Set Up a 'Post-Consultation Review' Automation
- How to Set Up 'Gift Voucher Expired Yesterday' Automation
- How to Set Up the 'Package Expiring Soon' Automation
- How to Set Up the 'Money On Account Added' Automation
- How to Set Up the 'First Service Purchased' Automation
- How to Set Up Lead Automations
- How to Create a New Lead Inquiry Automation
- Automation Filter Descriptions
- How to Automate Follow-Up for Leads After Second Outreach
- How to Automate Follow-Up for Leads After First Outreach
- How to Create a Lost Lead Automation
- How to Create a Won Lead Automation
Broadcasts
- Broadcasts
- How to Create a New Email Campaign
- How to Edit an Email Campaign
- How to Duplicate an Email Campaign
- How to Delete an Email Campaign
- How to Create a New SMS Campaign
- How to View Broadcast Reports
- How to Create Client Groups for Targeted Marketing Campaigns
- How to Use Labels for Targeted Marketing Campaigns
- How to use a HTML code in your Newsletters, Automations and Client Notifications
- Lead Broadcasts
- How to Create an Email Campaign for Leads
- How to Create an SMS Campaign for Leads
- How to Create Lead Groups for Targeted Marketing Campaigns
Reviews
Gift Vouchers
- Gift Vouchers
- How to Create Gift Vouchers
- How to Edit Gift Vouchers
- How to Delete Gift Vouchers
- How to Sell a Gift Voucher in the Point of Sale
- How to Enable Online Sale of Gift Vouchers
- How to Use a Gift Voucher to Pay for an Appointment
- How to Resend a Gift Voucher from the Client Card
- How to Alter Voucher Duration
- How to Sell Gift Vouchers to Clients Through the Checkout
- How to Add Gift Vouchers on Your Website
- How to Sell Gift Vouchers at the Point of Sale
- How to Set up a Purchase Gift Vouchers Online Automation
- How to Create and Sell One-Off Gift Vouchers
- How to Sell a Gift Voucher to a Walk In Client
- How to Find the Voucher Code Sold to a Walk In Client
Loyalty
Marketing Sources
Capture Forms
- Capture Forms
- How to Create Forms Using Capture Forms
- How to Add Form Fields When Using Capture Forms
- How to Edit Form Fields When Using Capture Forms
- How to Add/Edit the Name of Your Form in Capture Forms
- How to Edit Your Forms in Capture Forms
- How to Design Forms in Capture Forms
- How to Add Forms to Your Website
- How to Track Form Submissions
- How to Configure Your Form Settings in Capture Forms
- How to Add Conditional Logic to a Form