Smaller Improvements – July Roundup

:page_facing_up: Documents & Communication

Polished, professional, and more efficient.

  • Improved Form Printouts – Cleaner formatting for easier reading and sharing
  • ePapers – Structured, tamper-proof digital documents for compliance and secure storage
  • Resend Lead Communications – Quickly resend SMS or email messages right from the Lead Card
  • Inline Dictation Playback in Letters – Listen to dictations while editing letters, with zero toggling
  • Staff Merge Tags in Quotes – Auto-fill staff details into quote templates
  • Letter Formatting Upgrades – Line spacing added for clearer, professional letters
  • Letter Print & Preview Enhancements – Cleaner layouts, better page breaks, and clear file names

:pill: Clinical & Medical Tools

Safety, clarity, and better workflows.

  • Multiple Medication Variations – Prescribe the same drug in different specs in one prescription
  • Controlled Drugs Support – Enhanced compliance with mandatory fields, audit trails & labels
  • Pathway Report – Instantly spot and track missing steps in the client journey, like consent, notes, or aftercare, to stay compliant and deliver consistent care.

:calling: iOS & Mobile

Productivity on the go.

  • Edit Quotes in Pabau Go – Make real-time changes to quotes directly from your mobile device

:camera_flash: Visual Records

Better tools for visual care tracking.

  • Voice Clips – Dictations now appear in Pabau 2 Client Card

:chart_with_upwards_trend: Reporting

More insight, less effort.

  • Invoice Reporting – Now includes Payment Date and Credit Notes for better financial visibility
  • Upcoming & Past Appointment Filters – Smarter segmentation in Analytics & Automations

:date: Scheduling & Shifts

Fewer clashes, faster scheduling.

  • Repeated Shifts Improvements – Better conflict handling & validation in calendars

:receipt: Billing & Templates

Make it yours, and get paid right.

  • Custom Invoice Templates – Select templates at billing for flexible insurance and direct billing needs

:brain: System & Settings

Smoother workflows, smarter defaults.

  • Inventory Counting UI & Navigation – Smoother handling for large categories and long names