In this article, we'll cover basics such as accessing user information, creating new staff profiles, editing existing details, and deactivating users in your Pabau account.
How to Access Team Members
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button.
On the Team page, you can view all of your staff members.
To search for a specific staff member, use the search bar. In the top right corner, you can toggle between Grid and List view.
You can also use filters to filter uses by their active or inactive status, by department, by location, and by their Admin status. 
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
How to Create a Team Member
Do you have a new member of staff starting at your clinic? You’ll need to add them to Pabau as a new user.
Step 1: Navigate to the Team feature
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button.
Step 2: Click on New Staff Member
Click on the "New Staff Member" in the top right corner of the page. You will first need to select the default location for this user.
If they work in multiple locations, click on 'This team member works at other locations' to reveal a list of all your locations. Select all the locations where they'll be working.
Next, fill out the basic user details - first name, last name, email, and staff title.
The email you enter here will serve as the user's login email. They will receive a confirmation email to finalize the account creation process.
Step 3: Set Permissions
After you've filled out the basic user details, click on the "Set permissions" button in the top right corner.
Next, click on "Create staff" in the top right corner of the page. The user is now created.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
How to Edit a Team Member
This article covers how to edit a staff member in Pabau. Once users are created, you can easily customize and modify their profiles to fit your specific needs.
Step 1: Navigate to the Team feature
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Click on the user you want to edit.
Step 2: Edit the User Settings
Click on the user you want to edit. The user settings are organized into three tabs for ease of access:
Personal Details: Modify the user's personal details, email, or locations they work at.
Services: Adjust the services this user can perform. Manage their ability to offer services, sell products, appear on the calendar, and accept online bookings. Toggles enabled will reflect as icons beneath the user name.
Permissions: Alter the current role or permissions of the user.
Step 3: Save changes
After making the necessary adjustments, click on "Save Changes" in the top right corner to confirm.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
How to Deactivate a Team Member
This article covers how to deactivate a staff member in Pabau.
Step 1: Navigate to the Team feature
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Click on the user you want to deactivate.
Step 2: Access More Options
Click on the three-dot button located next to "Customize fields" in the top right corner. From the options, select "Deactivate".
Step 3: Confirm Deactivation
In the prompt, confirm your action by selecting "Deactivate". The user is now deactivated and removed from your active staff members.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
Account Settings
Account Settings in Pabau provide users with the flexibility to customize their profile information, enhance security through password management, and tailor notifications based on specific client actions.
Step 1: Access Account Settings
Begin by logging into your Pabau account using your credentials. Click on your avatar or profile picture located in the top right corner of the screen. From the dropdown menu, select "Account Settings."
Step 2: Profile Tab
In the first tab, Profile, customize your:
- Profile Picture:
- Name, Language, and Timezone:
Modify your name, language, and time zone.
Language and time zone changes affect only your account, not other users.
Your login email can only be changed through the Team feature. Open your user profile, click "Change" under the email field, and validate the new login email via email confirmation.
Step 3: Security Tab
In the second tab, Security, you can change your password and your passcode for the Pabau App.
How to change your password:
- Click on your avatar in the top-right corner of your Pabau account.
- Select "Account Settings" and go to the "Security" tab.
- In the "Change password" section, enter your current and new password, then click "Change Password" to finish.
How to set your passcode for Pabau App (Pabau Go):
- Click on your avatar in the top-right corner.
- Select "Account Settings" and go to the "Security" tab.
- In the "Passcode" section, set a four-digit passcode for the app, if not done already.
- To change your PIN code, replace the existing one with the new one.
- Click "Save Changes" in the top right corner of the Account Settings page.
Step 4: Notifications Tab
In the Notifications tab, you can choose how you want to be notified for various client actions.
There are two options: email and Pabau Web. If you choose email, you will receive a hard-coded email with the details of the action taken. The content of this email cannot be changed.
If you choose Pabau Web, you will receive a notification in the web version of Pabau, specifically in the "View notifications" bell icon right next to your avatar in the top right corner.
To choose one or both of these options, simply click on them. The button will become blue with a blue check mark.
- Appointment Updates:
- Medical Form Completion:
- Client Reviews:
- Lead Enquiries:
Opt to be notified when a lead fills out the enquiry form provided by Pabau.
Make sure to save the changes made to your settings by clicking on "Save Changes" in the top right corner.
Setting Personal Details
Efficiently manage and customize personal details for your team members in Pabau with the following simple steps.
Step 1: Navigate to the Team feature
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Next, click on the staff member whose personal details you wish to edit.
Step 2: User Management Options
You can add a photo of the user by clicking on the avatar next to their name.
Access additional options by clicking on the three dots in the top right corner, next to "Customize Fields", where you can:
- Send a reset password email to the staff member
- Grant or revoke admin access
- Deactivate the staff member
Step 3: Customize Displayed Fields
Tailor the fields displayed for all employees by clicking on the "Customize fields" button on the right of the Team page. Add, remove, and reorder available fields based on your preferences.
Key details about the Bio and Prescription Info fields:
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The "Bio" field plays a key role in your Online Bookings portal. Any details you include here about your staff can be showcased in Online Bookings, giving clients more information about your team.
-
The "Prescription Info" field is essential for prescribers. Ensure it's completed with the prescriber's credentials, enabling them to create prescriptions in Pabau. These
credentials will be visibly presented at the bottom of each prescription.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
Setting Staff Permissions
In Pabau, customizing staff permissions ensures that your team members have the right access levels within the system. While permissions can be initially set up during user creation, this article guides you through the process of editing them later on.
Step 1: Navigate to the Team feature
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Click on the user you want to deactivate.
Step 2: Access User Permissions
Click on the user whose permissions you want to edit, then select "Permissions".
Step 3: Set Up Permissions
In the Permissions section, there are various permission categories, which correspond to the main features in Pabau. Click on each category to see the specific permissions it includes.
Hover over the question mark next to each permission to understand what actions it allows within the system.
Step 4: Assign a Role
Step 5: Save Changes
Once adjustments are made, click on "Save Changes" in the top right corner to apply and save the modified permissions.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
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.