Team
Team
- Team
- How to Update a Staff Member's Email
- How to Set Up a Registration (GMC) number
- How to Manage iOS Permissions
- How to Control Staff Discount Permissions in POS
- How to Access Team Members
- How to Create a Team Member
- How to Edit a Team Member
- How to Deactivate a Team Member
- How to Reactivate a Team Member's Account
- How to Send a Password Reset Email to a Team Member
- How to Set Up Your Personal Details
- How to Set Staff Permissions
- How to Set Up a Prescriber
- How to setup for Controlled Drugs (FP10)
- How to Assign a Department to a Team Member
- How to Assign Job Titles to Team Members
- How to Add Staff Signatures
- How to Quick Sign Medical Forms
- How to Upload Staff Documents
- How to Set Up Service Permissions
- How to Assign Locations to Staff
- How to Add a Staff Photo
- How to Personalize Your Staff Profiles with Bios
- How to Manage Credit Note Permissions
Account Settings
- How to Manage Account Settings
- How to Change Your Password
- How to Set Your Pabau Passcode
- Why You Need a Pabau PIN Code
- How to Get Notified for Appointments
- How to Get Notified for Lead Inquiry
- How to Reset Your Password
- How to Set up Staff Notifications
- How to Get Notified When Medical Forms Are Completed
- How to Get Notified for Client Reviews
Scheduler
- Scheduler
- How to Transfer Appointments Before Deleting a Shift
- How to Create a Shift in the Scheduler
- How to Edit a Shift in the Scheduler
- How to Create a Repeating Shift in the Scheduler
- How to Delete Shifts from the Scheduler
- Understanding the Difference Between Green and Pink Shifts
- How to Add a New Service to a Shift
- How to Clear the Schedule
- How to Create a Shift for a Specific Location
- How to Assign a Default Room to a Shift
- How to Set Up Scheduler Filters
Roles
Commissions
- Commissions
- How to Manage Commission Permissions
- How to Manage Commissions
- How to Create a Commission Sheet
- How to Set Up a Fixed Rate Commission
- How to Set Up a Tiered Commission
- How to Assign Staff Members to Commission Sheets
- How to Adjust Commission Calculation Settings
- How to Edit a Commission Sheet
- How Commissions Are Awarded to Staff
- How to Delete a Commission Sheet
- How to Set Up Custom Commissions
- How to Track Commissions Awarded to Staff
- How to Run the Commissions Activity Report
- How to Edit an Awarded Commission
- How to Manually Add Commission to Staff Members
- How to Set Up a Commission Structure for Services
- How to Set Up a Commission Structure for Products
- How to Set Up a Commission Structure for Packages
- How to Set Up a Commission Structure for Gift Vouchers
- How to Set Up Custom Service Commissions
- How to Set Up Custom Product Commissions
- How to Set Up Custom Package Commissions
Timesheets and Wages
- Timesheets & Wages
- How to Enable the Timesheets and Wages Feature
- How to Use the Time Tracking Feature
- How to Manage Timesheets as an Admin
- How to Submit a Timesheet as an Admin
- How to Edit a Timesheet as an Admin
- How to Set Up Wages
- How to Configure Timesheet Settings
- How to Delete a Timesheet as an Admin
- How to Manually Submit a Timesheet as a Non-Admin
- How to Report on Wages
Teams and Visibility
Leave Management
- Leave Management
- How to Manage Leave Types
- How to Create a Leave Type
- How to Edit a Leave Type
- How to Delete a Leave Type
- How to Enable or Disable a Leave Type
- How to Manage the Leave Tracker
- How to Approve a Leave Request
- How to Update a Leave Request
- How to Request Time Off
- How to Decline a Leave Request
- How to Delete a Leave Request
- How to Request Time Off on Behalf of a Team Member