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Workflows: Introductory guide

Workflows enable your clinic to run on autopilot. Set it up once and it handles the busy work for you, every time.

  • Available on: All Pabau plans

  • Pricing: Using credits or by upgrading to Marketing Plus

  • Set-up time: Within minutes, if you use our pre-built templates

  • Ideal for: Clinics that want to automate routine, repeatable tasks

  • Worth knowing: Pabau includes 30+ ready-made workflow templates, based on workflows real clinics use. From following up Facebook leads to sending recall reminders for clients who haven't rebooked, there's a template for almost everything. 


What are workflows?

A workflow is a set of automated actions that run when something happens in Pabau.

When a trigger fires — a booking, a completed treatment, a submitted form — your workflow carries out the actions you've set: sending a reminder, assigning a task, updating a record. No one has to remember, and it happens the same way every time.

Run workflows across your whole clinic, for clinical, operational, scheduling, and financial tasks.

👉 How workflows are charged

Each workflow action uses 0.5 credits. An action could be sending an email, for example. As a workflow may contain several actions, each run may use a few. We recommend making sure your settings are switched to auto top-up so your workflows never pause.

Prefer not to track credits? Marketing Plus includes unlimited workflows.

What you can do

  • Trigger recalls and follow-ups to bring clients back
  • Send aftercare instructions automatically
  • Chase outstanding payments, hands-free
  • Route and nurture leads
  • Run on a schedule across many records at once
  • Connect to outside tools via webhooks, Zapier, or Make

Related resources

Get started

  • Not a current Pabau user? Book a demo to see workflows in action
  • Already a customer? Go to Marketing→Workflows in your account to get started 
  • Want unlimited workflows? Upgrade to Marketing Plus from Setup→Billing→Manage Subscriptions. You can read more about everything included in this Marketing Plus article.

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.