Medical Forms & Templates

How to add Custom Editable Fields to Letters

letters word letter

Written by Sofija
Updated over a week ago

How to Clone medical forms

copy medical form clone

Written by Sofija
Updated over a week ago

Creating a Referral Template

Reward your clients who referred someone into your business by sending them an automatic reward notification.

Written by Elena
Updated over a week ago

How to Clone an Email Template

template archive

Written by Sofija
Updated over a week ago

Sending a medical form from client card

medical form

Written by Petar
Updated over a week ago

Changing Colour in Templates

There is an option to design your new templates or already created ones using different colours.

Written by Elena
Updated over a week ago

Emailing Documents to Clients

You can email documents stored in the client cards to your clients in few simple steps.

Written by Elena
Updated over a week ago

Creating a Template Using a Source Code

If you do have your template in a HTML code, you can simply paste the source code into our template and have it in your Pabau system.

Written by Elena
Updated over a week ago

Emailing a Medical Form

You can email your clients a treatment note, a consent or a medical questionnaire directly from their client card.

Written by Elena
Updated over a week ago

Adding a Medical Form into a Template

You can add a medical form into a confirmation email in order for the clients to complete it prior to their treatments.

Written by Elena
Updated over a week ago

Creating a Voucher Template

There's a pre-made voucher template created into your system, but you can always design your own and use it as a default template.

Written by Elena
Updated over a week ago

Enable Secure Medical Forms

Secure clients' medical records by enabling Secure Medical Forms in your Pabau account.

Written by Elena
Updated over a week ago