Pabau Engage puts every conversation your clinic has — texts, emails, WhatsApp, web chat, faxes and phone calls — into one inbox, connected to the patient behind them. This course takes you from your first look at Engage to running an inbox that sorts itself.
What you will learn
- Finding your way around the Engage inbox, patient panel and channels
- Keeping the inbox organised with filters, labels, assignments and shared views
- Replying fast with templates, variables, AI drafts, secure form links and internal notes
- Connecting SMS, email mailboxes and WhatsApp Business
- Handling calls, voicemail and missed-call follow-up
- Automating assignment with routing workflows, working together in team chat, and measuring it all in reports
