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.
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Available on: All Pabau plan
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Where you can use it: Pabau web and the Pabau GO iOS app
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Set-up time: Within minutes, if you use our pre-built workflows templates. However, is is dependent on other features in Pabau already being set up beforehand.
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Ideal for: Clinics that want to automate routine, repeatable tasks
- Best-kept secret: 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. Templates are available every time you create a workflow, including your first one — see the Workflows: Detailed walkthrough.
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.
Workflows work across your whole clinic, for clinical, operational, scheduling, and financial task
👉 How workflows are charged
On a regular Pabau subsciption, each workflow action uses 0.5 credits. An action could be sending an email or firing out an SMS blast, 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 workflow
What you can do
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Trigger recalls and follow-ups to bring clients back
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Send aftercare instructions automatically
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Chase outstanding payments, hands-free
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Route and nurture leads
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Run on a schedule across many records at once
- Connect to outside tools via webhooks, Zapier, or Make
Get started
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Not a current Pabau user? Book a demo to see workflows in action
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Already a customer? Go to Marketing→Workflows in your account to get started
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Want unlimited workflows? Upgrade to Marketing Plus from Setup→Billing→Manage Subscriptions. You can read more about everything included in this Marketing Plus article.
Related resources
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.