Pabau Settings
- Mac Calendar, iCal, Google Calendar & Outlook Integration
- Setting up a Location
- How to Purchase SMS Credits
- Deactivate Staff Member
- Creating New User
Marketing Features
- Marketing Sources
- Sending Out an SMS Campaign
- Loyalty Points
- Showing Reviews on your Website
- Why Choose Advanced Marketing?
Calendar & Appointments
- Calendar Settings
- How to allow double bookings/overlapping appointment in the calendar
- How to set up Rota Templates
- Appointment Confirmed Finder
- Scheduler
Reports
- FI017 - Sales by Employee Detailed (VAT)
- LE020 - Leads by Sources
- CO075 - Client Service Purchases
- FI026 - Monthly Taking (Summary)
- Scheduling a Report
Payments
- Taking a Payment via Stripe
- Transactions
- Accrual vs. cash vs. combined accounting
- Creating an Open Invoice
- Using a Package Session
Medical Forms & Templates
- Emailing Documents to Clients
- How to Clone medical forms
- Sending a medical form from client card
- Enable Secure Medical Forms
- Creating a Voucher Template
Stock
- Running a Stock Count
- How to Update Stock Levels
- Performing a Stock Count
- Receive Item into Stock
- Creating a Purchase Order
Labs
- Setting up a Lab, Request Form & Tests
- Labs Quickstart Guide
- Viewing & Sharing a Lab Request/Result
- Submitting a Lab Request
- Receiving Results into Pabau Automatically
Client Card
- Sending a Letter (Word)
- Merging Client Records
- How to Setup Insurance Details in Client Card
- Booking from Client Card
- Client Notifications
Online Bookings
- Getting started with Online Bookings
- Online Booking Options
- Find your Online Booking Link
- Get Customers to Book Online
- Online Booking for Existing Clients
Pabau for iPad
- Ipad App Opt-In/Out feature
- Uploading Photos from an iPad/iPhone
- Creating an Appointment in the App
- What are the system requirements for the PABAU business app (iOS)?
