automated workflows software

Build a fully automated clinic

No more manual hand-offs, missed steps, or chaos. Let your system take over the busy work so your team can focus on delivering outstanding care.

Join 3,500+ practices that already use Pabau

Use Workflows to:

Workflows, re-imagining your operations

Efficient clinics don’t rely on memory, spreadsheets or sticky notes. They rely on systems that execute. Workflows give your clinic smart, automated logic that keeps everything on track.

Your client journeys — fully mapped out

Whether it’s a first-time consultation or a multi-step treatment plan, your workflows define every step.
From intake to after-care, treatment to follow-up — the path is clear, the journey consistent.

Start your workflows your way

Launch fast with pre-built workflow templates or customize every detail from scratch — Pabau gives you the flexibility to automate in a way that fits your clinic. Choose a ready-to-use workflow to get going in minutes, or start fresh and build exactly the process you need with your own triggers, conditions and actions.

Automation that acts in the moment

Filters and scheduled tasks are great for routine jobs. But Workflows? They respond instantly when a trigger fires.

Booking confirmed → forms sent.
Treatment completed → after-care protocol triggered.
No delay, minimal friction.

One system. Every task accounted for.

Assign tasks based on roles, alert staff when action is due, and track what’s done and what’s waiting.
Managers get visibility. Teams get clarity. Clients get consistency.

Growth ready from day one

Opening a new location or adding a service? Use your proven template and plug in your logic.
Workflows scale as you do — without reinventing your processes.

Timed and scheduled actions

Pabau workflows can be designed to not just react in the moment, but unfold over time with meaningful checkpoints and staff actions that boost quality and efficiency across your clinic.

Work with the tools you already love

Extend your workflows beyond Pabau and connect the apps your team uses every day. With built-in integration support you can automate cross-platform actions, send alerts, and keep everyone informed — without manual steps.

See the Workflows feature in action

How to use Workflows:

Auto-Triggers
Instant Event-based Triggers

Use automations that trigger the moment something changes — not later, not manually

Smart logic
Conditional logic & branching

Tailor each journey with rules that adapt to real-life client behaviour.

Live monitoring
Real-time monitoring & insights

Track what’s running, what’s stuck and what needs attention — for continuous improvement.

Delay
Delayed & scheduled actions

Automate follow-ups for maximum impact. For instance, send a check-in 48 hours post-appointment or nudge a client a week after a missed booking.

Role automation
Role-based task management

Automatically send the right task to the right team member at the right moment.

Advanced use cases powered by workflows:

Lead management:

Route leads automatically, assign owners, update pipeline stages, and trigger follow-ups.

Appointments:

 Send reminders via email, SMS, or WhatsApp instantly; customize timing per service type.



Treatments & post-care:

Trigger multi-step protocols, follow-ups, and post-treatment instructions automatically.


Inventory & products:

Track treatment product usage (e.g., Botox units) and update stock based on actual treatments.

Labs & prescriptions:

Send lab requests, receive results, or push prescriptions to pharmacies automatically.


E-commerce integration:

Sync website sales (WooCommerce, Shopify) with Pabau invoices and client records.

Data cleansing:

Automatically correct formatting issues, fix capitalization, validate phone numbers and emails.

Third-party integrations:

Webhooks allow Zapier, Make.com, or calling software to trigger Pabau workflows efficiently, reducing unnecessary costs.

Multi-brand communication

Send brand-specific confirmations, reminders, or messages tailored to service or division.

Frequently asked questions

Yes. Workflows can be customized per service or location to reflect your exact operations.

Absolutely. Standardized workflows mean new team members follow the same process as your best staff.

Yes, managers can view real-time workflow status, task accountability, and bottleneck alerts.

Yes — emails, SMS, WhatsApp, portal tasks, and notifications can all be triggered through workflows.

No, Workflows respond in real time based on triggers and conditions, not just set times.

4.9   Trusted by 3,500+ healthcare practices worldwide

One platform for your entire practice

See how Pabau gives you all the tools you need to reduce admin, improve the patient experience, and support sustainable growth