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Pabau Knowledge Base
Marketing & Communication
Pabau Classic to Pabau 2
Team
Team
Account Settings
Teams and Visibility
Scheduler
Roles
Timesheets
Calendar
General
Appointments
Managing Payments from the Calendar
Blockouts
Clients
General
Client Card
Appointments
Financials
Letters
Documents
Notes
Activities
Gift Vouchers
EMR - Allergies
EMR - Prescriptions
EMR - Labs
EMR - Client Problems
EMR - Forms
EMR - Photos
EMR - Patch Tests
Business
Business Details
Locations
General Settings
Data
Services & Packages
Services
Packages
Resources
Virtual Services
Clinical
Medical Forms
Drugs
Education
Marketing & Communication
Client Notifications
Communications
Sender Address
Automations
Broadcasts
Reviews
Gift Vouchers
Loyalty
Marketing Sources
Online Bookings
General
Customize
Analytics
Client Portal
Social Media
Financials
Payment Processing
Invoices
Policies
Quotes
Disputes
Remittance
Taxes
Discounts
Card Terminals
Setting up the Pabau Pay Card Terminal
Wallet
Card Terminal Troubleshooting
Products & Stock
Products
Inventory
Orders
Leads
General
Leads
Pipelines
Analytics
General
Custom Reports
Echo AI
Pabau Go iOS app
General
Appointments
Clients
Activities
App Marketplace
General
FAQ & Compliance
FAQ
Compliance
Developer & Other
Labs & Pharmacies
Objects
Migrating Your Data to Pabau
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
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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
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Sender Address
Sender Addresses
How to Add a Sender Address
How to Edit a Sender Address
How to Delete a Sender Address
How to Set a Sender Address as Default
How to Set Up an Enterprise Email
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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
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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
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Reviews
Reviews
Overview of Reviews
Customizing the Feedback Survey Builder
Customizing the Feedback Survey Questions Section
How to Set Up Google Reviews
How to Share Reviews on Facebook
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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
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Loyalty
Loyalty
How to Create a Loyalty Campaign
How to Edit a Loyalty Campaign
How to Delete a Loyalty Campaign
How to Manually Add Loyalty Points
How to Use Loyalty Points to Pay for an Appointment
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Marketing Sources
How to Create a Marketing Source
How to Edit a Marketing Source
How to Delete a Marketing Source
How to Run a Report on Marketing Sources