Everything from template documents, to importing contact data from another system - our onboarding team is dedicated to helping new customers setup their account.
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.
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.
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.
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.
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.
Part of the migration includes replicating any document templates that you have setup.
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).
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.
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.
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.
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.
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.
Part of the migration includes replicating any document templates that you have setup.
It doesn’t take months to switch to our system. On average, the entire process takes just 2 weeks (providing you send us what we need in a timely fashion).
We send you some forms that cover details like the services you offer, pricing, and medical documents etc.
On the same day that you return this information to us, we upload the details into your Pabau system.
You will get access to our academy allowing you to self learn and get started!
Book some time with one of our specialists for a guided tour of the system.
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