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Precare Email Template Best Practices

In this guide, we’ll walk you through best practices for building effective precare email templates in Pabau.

A well-designed precare email sets the tone for your client’s upcoming appointment. It helps reduce no-shows, ensures your clients are prepared, and reflects your brand’s professionalism.

Use a Clean and Branded Header

Place your clinic logo at the top of the email, ideally centered. This gives your message a branded and polished look from the very beginning. Avoid stretching or distorting the logo—use a mid-size version that fits well within the email layout.

Keep Formatting Consistent

Maintain uniform font size and color throughout the body of the email. Headings can be bold or slightly larger for emphasis, but avoid mixing too many styles. Consistency helps your message appear clean and easy to read.

NOTE: To create or edit your templates, follow this article.

Add Proper Spacing and Structure

Separate paragraphs with enough spacing so the message doesn’t feel cramped. For longer sections, break down key instructions using bullet points to improve readability. Think checklists or short prep instructions — this is especially helpful for medical or aesthetic procedures.

NOTE: To include extra information, you can also attach documents: How to Add Attachments to Precare Templates

Include a PDF Attachment (Optional)

For treatments that require detailed preparation, consider attaching a PDF brochure. This could be a branded one-pager that includes pre-visit instructions, arrival guidance, what to expect, or FAQs. Keep the attachment simple and visual, and avoid repeating the same content from the email body.

Add a Footer with Business Details

At the bottom of your email, always include a footer with your clinic’s information, such as business name, contact details, and website. This not only boosts professionalism, but also ensures compliance and trust.

NOTE: If you’re starting from scratch, see this guide: How to Create a Pre-Care Template and Send it to a Client

Template Setup in Pabau

All precare templates can be created and customized via the Templates section in Setup: Templates Overview

When linking your template to a service, remember to assign it through the Client Pathway tab of the service setup. This ensures it sends automatically at the right moment.

Final Touches

 

Before you finalize your precare email template:

  • ✅ Is the logo centered and clean?

  • ✅ Is the font consistent and easy to read?

  • ✅ Are bullet points used where needed?

  • ✅ Is there proper spacing between paragraphs?

  • ✅ Is your clinic info clearly visible at the bottom?

  • ✅ Is a PDF attachment included if applicable?

If yes — you're good to go!

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.