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Pabau - Clinic Software for your Business | Go Paperless Today

Confirm your switch by entering your email below

(and scroll down and read this whole webpage carefully)

You’re here because you’re interested in switching to Pabau 2. Let’s walk you through exactly what the move involves, including:

If you are the admin who actioned the switch, you must enter your email here to confirm the request and read this whole webpage carefully. Your switch will not start until you do.

What to expect from your switch

Let’s cover the step-by-step journey of switching to Pabau 2. 

There are four main steps involved, which we outline below. However, the main thing that we want to highlight is that the switch requires your cooperation and participation. We need you to complete the required steps as quickly as you can so that we can make sure that the experience is as smooth as seamless as possible. 

Typically, we aim to get clients up and running with Pabau 2 in seven days. 

Our team prepares
your account

If you’ve requested to switch, our team will start to get your account ready behind the scenes.

You complete
essential tasks

We’ll send you a series of emails with information and must-do tasks. Please check your emails!

You confirm you
want to switch

We will ask you to confirm that you’re happy to go ahead with the switch.

We’ll upgrade
you to Pabau 2

Our team will press the button and transition your account to Pabau 2.

6 essential tasks for all switchers

There are six key steps you must complete before your switch. We can’t stress enough how crucial these tasks are to switching successfully.

Bookmark this page or download the infographic to refer to later.

1. Learn how Pabau 2 is different to Pabau 1

The first thing to note is that Pabau 2 behaves very differently from Pabau 1

Some features have new names and some may have disappeared entirely! We’ve put together a detailed guide which walks you through the main differences. Also, check out the roadmap so you can see what features are currently ready to be used and which ones are in development.

Please note, there is no Advanced Marketing feature in Pabau 2. If you have this and decide to switch, your Advanced Marketing subscription will be cancelled. This is because the marketing features are different in Pabau 2 and will require a new subscription to Marketing Plus.

Estimated time required: 15 minutes 

2. Watch the Get Started course on the Pabau 2 Academy

We’ve created a dedicated learning academy packed with helpful video tutorials that introduce the core features and how you can get started. You must complete two modules on the Get Started course (Initial Set-up and Additional Set-up) to give you a basic understanding of the system.

Estimated time required: Two hours

3. Book a one-to-one call with Customer Care team

This one hour set-up call is where our customer care team will review your set-up and make sure your account is configured correctly. We also make suggestions on how to make improvements, such as removing iframes, checking your settings, and lots more.

Please note, your main Pabau point of contact/the person who triggered the switch should book this call. We don’t want clinics to accidentally book multiple calls, so please check with your team first.

Estimated time required: One hour

4. Make sure your team is informed about the switch

Everyone who uses Pabau in your team needs to know that you’re going to be switching to Pabau 2. We strongly encourage that your whole team reviews the training resources and complete the Get Started course on the Pabau Academy, so that they know what to expect from the switch.

Your team will receive emails directing them to the resources. 

Estimated time required: 15 minutes 

5. Block out time in your diary for reviewing the training materials

We’ve highlighted several resources and materials for you to read or watch to assist with your switch. The best way to approach the upgrade is the same way you would any other learning or development endeavour, by blocking out your calendar and allocating a dedicated amount of time to it. 

Total estimated time required: 3 hours 30 minutes 

6. Confirm that you’re happy to switch to Pabau 2

The final step is to let us know you’re happy to go forward with your switch. 

We’ll ask you to confirm that you’ve completed all the essential tasks and that you understand that the system will be different to Pabau 1.

You’ll need to complete a consent form. The admin who requested the switch will receive the form by email, so please keep an eye your inbox.

How to have a successful switch

As we’ve explained, switching software isn’t always completely straightforward. 

If you’ve used the current system for a long time, jumping into a new one is going to feel very unfamiliar. We want to help you hit the ground running, but it’s a real team effort…

You’ll have a successful switch if…

You spend time going through the resources

It’s important to know what to expect from the system. That means reviewing our roadmap and guide explaining the differences between the systems, so it isn’t a surprise when you find a Pabau 1 feature isn’t in Pabau 2.

You can dedicate time to training

We’ve put together a lot of helpful resources, including the Pabau 2 Academy, so that you can familiarize yourself with the system before you go switch.

You let us help you

We have an experienced team who can help to smooth out the process and resolve any issues. Make sure you lean on us to steer you through it!

Your switch may be less successful if…

You don’t know what to expect

The last thing you want is to log into Pabau 2 for the first time and be surprised. Learning how Pabau 2 behaves differently to Pabau 1 is crucial.

Your schedule is too busy

If your schedule won’t allow you any time to fit in the training or to review the resources, it will mean that the transition to the system is more challenging.

You don’t book a set-up call

We can’t stress enough how important this call is! We’ll help you configure your account and pull through your settings from Pabau 1 into Pabau 2.

The support we provide

We have a 24-strong team of Customer Care representatives ready to help. You can also reach out to us and request a video call at any time. Head to our Support page for the details.

Weekday support

Support team via live chat and video calls
Monday-Friday, 8am-4am (GMT)

Weekend support

Support team via live chat
Saturday and Sunday, 9am-1pm (GMT)

Weekday support

Support team via live chat and video calls
Monday-Friday, 3am-11pm (EST)

Weekend support

Support team via live chat
Saturday and Sunday, 4am-8am (EST)

Resources

Schedule a meeting with our team

Try our account management service

Account management is an optional add-on that you can choose to add to your subscription. If you want a more personalized experience during your switch, you may prefer to upgrade.