We'll help you get setup on our system

Everything from template documents, to importing contact data from another system - our onboarding team is dedicated to helping new customers setup their account.

Our onboarding service

It doesn’t matter if you are getting setup with your first clinic CRM, or switching from a different system. Our onboarding experts will create a custom plan for your circumstances so you can hit the ground running.

Setting up your clinic's first CRM

First time? We'll help you get started.

Default templates for a quick setup

Don’t spend months building your documents from scratch. We have a bank of over 2000 templates that you can choose from - and we’ll advise you on the templates you need to get started.

Average setup time of just 1 week

For customers setting up their clinic’s first CRM system it takes around a week for our onboarding team to complete the process. This includes document templates, custom fields, automatic emails, and more.

Get started in 60mins!

With our incredible self learning system, our academy will provide you with the initial training you need to ensure that you are confident with using the Pabau system.

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Switching from a different system?

If you've outgrown your current system, you’ve come to the right place

Data import

One of our computer wizards will take care of importing any and all data from a previous system for you, to ensure that nothing is lost.

Document templates

Part of the migration includes replicating any document templates that you have setup.

Quick turnaround time

It doesn’t take months to switch to our system. On average, the entire process takes just a week (providing you send us what we need in a timely fashion).

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Our onboarding service

It doesn’t matter if you are getting setup with your first clinic CRM, or switching from a different system. Our onboarding experts will create a custom plan for your circumstances so you can hit the ground running.

How it works

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Tell us about your business

We send you some forms that cover details like the services you offer, pricing, and medical documents etc.

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We’ll take care of the setup

On the same day that you return this information to us, we upload the details into your Pabau system.

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Training

Access to academy

You will get access to our academy allowing you to self learn and get started!

Interested in Pabau?

Book some time with one of our specialists for a guided tour of the system.