Pabau Knowledge Base

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Pabau Knowledge Base

Marketing & Communication

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

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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

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

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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

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

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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

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

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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

How to Add Review Widgets to Your Website

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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

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

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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

How to Void Loyalty Points

Loyalty Campaign Ideas to Boost Engagement

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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

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

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