Pabau 2 Product Update - 17 September 2024 - 23 September 2024

:speech_balloon: Improvements to existing features

  1. Improved location details in Connect

We’ve enhanced how location details appear during online bookings. Clients can now see comprehensive information—including Street, Street 2, County/State, Country, and location email—directly on the Booking Details and Confirmation pages when scheduling their appointments.

  1. Improved expanded view for invoices and credit notes

We’ve enhanced the expanded view for invoices and credit notes within the Financials tab of the client card.

You can now easily access key invoice details like Subtotal, Total Discount, Total Tax, Tips, Amount Paid, and Amount Due, all presented in a clearer, more organized format.

Credit notes also display the Credit Note Reason, Related Invoice, and item specifics such as Item Name, Quantity, and Credit Amount.

  1. Improvements to the Team Report

We’ve added click-through functionality to the ‘Performance’ Total column. In the KPI section, we’ve introduced a Client Visits Total and Review Score Total, along with a new Segment by Product Category for employee column click-throughs under the Retail section in Performance.

:rocket: Feature development updates

Additionally, this week we’ve worked on the following new features (which are currently still under development):

  • Memberships
  • Chargebacks and disputes
  • API integration and marketplace
  • Timesheets and Wages
  • Payroll
  • Commissions
  • AI into Treatment Notes
  • Point of Sale in the Pabau iOS app
  • Cancellation policy
  • Payment policy and payment on booking
  • Self-pay as a payment method

:gear: Improvements being worked on

  1. Expanded options in the template text builder

We’re adding more editing and formatting tools to the text builder under Marketing & Communication > Templates. This will make editing email and letter templates simpler and more customizable, with new options to add colors, images, and more.

  1. Introducing attachments for standard client notifications

We’re adding the ability to include attachments in standard client notifications, such as confirmations and reminders.

  1. Yearly subscription option

We’re adding an option on the Subscription page that allows you to upgrade to a yearly subscription on any plan.

  1. Enhanced design for the notification section in the appointment booking menu

We are updating the design of the notification section in the appointment booking menu by adding tiles with icons and tooltips for client notifications, including confirmations, reminders, precares, and feedback and payment requests.

  1. Improved visibility of shift notes

Shift notes will be easier to manage, thanks to a new note icon. So far, notes have only been visible in the Day view of the calendar, when there are only a few staff members. The new note icon saves space and ensures notes are always accessible, even in clinics with larger teams.

  1. Edit appointment menu in Month view

Editing appointments is not currently possible in the Month view of the calendar. With this update, you’ll be able to edit appointments just as you can in the Day or Week view.

Are you interested in learning more about these new functionalities or just need help? Get instant support and access free resources available 24/7 via Support Centre - Pabau

Let’s continue to smash those business goals together! :muscle:

Best regards,
Alex
Product Marketing Manager

Signatures