Setting up your practice
Business details, locations, rooms, taxes and importing your data.
9 lessons
Counts toward the Practice manager certificate
Course content
9 lessons
01
Core lessons
8 lessons · count toward the certificate
- Business details and branding
- Locations
- Running multiple locations
- Rooms, equipment and resources
- Your Clinic Journey and customizing Home
- Taxes
- Bringing your data into Pabau
- Calendar and appointment settings
02
Extra lessons
1 lesson · optional
Watch these when you need them. They don't count toward the certificate.
- Configuring the client card: custom fields, summary views
About this course
Business details and branding, locations, rooms and equipment. The first course on the Practice Setup path that the Success team hands to every new account.
Who this course is for
Practice manager
Courses to take next
Building your service menu
Services, packages, add-ons, classes and online booking rules.
5 lessons · 3 core
Your team
Add your team, then set permissions, schedules and time off.
5 lessons · 5 core
Client communication setup
Reminders, templates, sender addresses, credits and Engage numbers.
5 lessons · 3 core