Automations are a powerful tool in Pabau, revolutionizing patient engagement by facilitating various processes including marketing, recalls management, sales, and invoicing. With these automations, you can efficiently attract and retain patients while managing your practice with ease, all requiring minimal monitoring on your part.
Activating Automations
To unlock the power of automation in Pabau, log in to your Pabau account, navigate to Setup in the left sidebar menu, then click on "Business Details" in the Business section. In the "Features" tab, enable the Automations feature.
Configure Automation Permissions
Go to the Team feature and select the staff member for whom you wish to grant access to the Automations feature.
Within their user profile's Permissions tab, navigate to Marketing permissions, and activate the Automations permission setting.
Automations Dashboard
Access the Automations feature by clicking on "Automation" in the Marketing feature in the left sidebar menu.
Upon accessing Automations, you'll encounter a dashboard presenting statistics on "Automations That Run," "Audience," "Failed," and "Filtered". This information helps gauge the effectiveness of your automated campaigns.
Individual Automations
Get an overview of each automation, including its name, the clients it applies to, its status, launch time, and frequency. Recommended automations, such as Recalls, Precare Templates, and Reminders, are highlighted for optimal setup.
Managing Automations
Effortlessly customize automation settings by accessing options like "View Details," "Edit," "Move to Folder," and "Delete" through the three dots associated with each automation.
Organizing with Folders
Organize and manage your automations effectively by utilizing folders. You can create, edit, or delete folders on the left side of the dashboard, enhancing overall automation management.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Automations article for a more in-depth exploration of this topic.
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.