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You’re here because you’re interested in switching to Pabau 2. Let’s walk you through exactly what the move involves, including:
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.
If you’ve requested to switch, our team will start to get your account ready behind the scenes.
We’ll send you a series of emails with information and must-do tasks. Please check your emails!
We will ask you to confirm that you’re happy to go ahead with the switch.
Our team will press the button and transition your account to Pabau 2.
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.
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
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
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
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
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
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.
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…
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.
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.
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!
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.
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.
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.
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.
Support team via live chat and video calls
Monday-Friday, 8am-4am (GMT)
Support team via live chat
Saturday and Sunday, 9am-1pm (GMT)
Support team via live chat and video calls
Monday-Friday, 3am-11pm (EST)
Support team via live chat
Saturday and Sunday, 4am-8am (EST)
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.
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