Improvements to existing features
- We have introduced opt-in/opt-out in the create client module
- When staff members create clients, they will be able to choose whether they want to opt-in or opt-out for marketing promotions and choose their communication preferences.
- Automations feature - Audience - Product Name filter to show products
- The “product name” filter will work the same as the “service name” filter, showing a list of products organized by the categories they belong to, making it easier to select one or more products and to use it as a criteria based on which the audience will be filtered for a particular automation.
- Medical forms macros improvement that will allow users to enter a new line when typing
- When creating a new macro, staff members aren’t able to enter a new line, and our team has worked on it to make it now possible to do so.
- Assigning prefix numbers to issuing companies invoices improvement
- The logic that will allow the Pabau to support assigning custom invoice prefixes to invoices issued by issuing companies. Following this improvement, the staff members will be able to assign a prefix and a starting number for the invoices that are associated with the issuing company, on top of assigning a specific invoice template. This will also be reflected in features like the client card, reports, money section, etc.
- We have improved the speed of the POS
- To provide a better overall user experience, particularly for the staff members utilizing Pabau, who are a part of businesses that have a lot of data, when trying to search for an item in the POS, we’ve made improvements to make the load smoother and faster.
- Positive and negative account balance is implemented in the Calendar
- When staff members book appointments, they will be able to see if the client has a positive or negative account balance directly in the create appointment modal.
- Last 3 appointments and client creation log are implemented in the Calendar
- When a staff member is going to book an appointment, they will be able to see the last three appointments the client had and the log for when the client was created.
- Primary client owner is implemented when creating a client
- When a staff member is creating a new client, they will automatically be assigned as the primary client owner. They will also be able to change the client owner to any other staff member.
- Reconnecting Stripe redirect from the wallet and new info messages are implemented
- When clicking on the Wallet icon if Stripe needs to be reconnected, staff members will be redirected to https://app.pabau.com/setup/card-terminals, where a new info message is implemented explaining why they need to reconnect their account.
Feature development updates
Additionally, this week we’ve worked on the following new feature (which is currently still under development):
- Memberships
Improvements being worked on
- Setup > Templates - introduction of the source code option
- Just like in Pabau Classic, staff members will be able to build custom communication templates and place their source code in Pabau.
- Show email templates in addition to aftercare (education) in the client pathway after section
- So far, we only showed the Education under aftercares, and with this task, we will also introduce any email aftercares created in the Template archive
- Adding a search bar to the Clients > Labs page
- The “Labs” page is now going to be searchable, with a search bar introduced within this page, on the top right-hand side.
- Implement the Edit appointment pop-up in the monthly view
- Up until now, editing appointments was not possible in month view, and with this task, we will make it possible to edit appointments just like 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! 
Best regards,
Alex
Product Marketing Manager
