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Onboarding · Full project management

Make onboarding simple with Pabau’s project management service

Getting started with a new software can be overwhelming. If you want a seamless, VIP onboarding experience, you may prefer to upgrade to our full project management service for:

  • Custom onboarding, tailored to your unique needs
  • Technical experts who’ll take care of everything
  • A hassle-free, hands-off experience!
Book a demo Explore onboarding options

A one-off service, included as an optional upgrade during your Pabau onboarding.

Your dedicated Pabau onboarding expert

Data migrated
Website set up
Ready for go-live

What’s included

Pabau project management: What to expect

Full project management is a one-off service that’s part of the onboarding process.

We get it. You know the value of using practice management software for your business… but you simply don’t have time to get involved in the set-up. The good news is you can hand over all of this with our project management service.

We’ll manage the end-to-end process of getting you and your team ready to go with Pabau. We’ll take care of the data import and technical set-up and determine the integrations you need. Plus, our team will guide you through your first fortnight after go-live, with a dedicated account manager by your side for three months. Basically, you’ll be in very safe hands.

Here’s what you can expect from our project management services…

Easy, hassle-free experience

We’ll do all the running around so that when you log into your Pabau account for the first time, everything will be ready to go! It’s just about as hands-off as it gets.

Bespoke onboarding

Get set up for success. We’ll coordinate a comprehensive onboarding and system set-up, and ensure seamless alignment with your specific workflows and processes.

Technical set-up on your website

Our team will take care of the technical side of things. We’ll help you optimize your website by adding online bookings, lead forms, gift vouchers and more.

Three months of account management

We won’t leave you hanging once your system set-up is complete. You’ll have a dedicated account manager for three months after your go-live date for an extra layer of support.

The service in detail

How we’ll help you onboard

01

A personalized experience, unique to your needs

Every practice is unique, which is why we go beyond the one-size-fits-all approach. Our team of experts conduct a thorough analysis of your specific needs, integrations, and workflows. We’ll then craft a personalized onboarding plan for your business objectives.

One-to-one expertise and guidance from the Pabau team

02

Stress-free data migration

Worried about the hassle of migrating years of client records? Not sure how to get your paper records into the system? Project management ensures a smooth migration experience, so you have complete peace of mind knowing your trusted client data is being looked after.

A single point of contact looking after your data migration

03

Lays the foundations for end-to-end efficiency

Every practice needs a lot of components to work together to create an efficient system. We’ll make organizing all your medical forms, services, cataloguing client photos, and adding key integrations our priority to make sure your business is primed for success.

System configuration and set-up

04

Switch from other software providers, seamlessly

Transitioning to Pabau from multiple systems? Let us handle the complexity. Our experienced team has seen and done it all before. Whichever system you’ve used up until now, we’ll be able to get you migrated with minimum disruption to your day-to-day.

Training and onboarding for your team

05

Optimize your website

Want to add Pabau’s functionality to your website but don’t feel confident doing it yourself? Our team can help you boost online bookings and drive revenue by adding the online booking tool, client portal, lead form, gift vouchers, and packages to your site.

Customization and personalization of your website

Scope at a glance

What’s included — and what isn’t

No surprises: here’s exactly what the full project management package covers, and where it stops.

Included in your package

End-to-end data migration — unlimited imports

We extract, clean up and import your client records from your previous system — with as many import runs as you want in the lead-up to go-live.

Technical set-up & standard integrations

Your account configured end to end, with Pabau’s standard integrations connected and tested.

Forms, templates & services build-out

Medical forms, consents, services and workflows set up to match how you work.

Website widget embedding

Online booking, lead forms, gift vouchers and the client portal added to your existing website.

Staff training sessions

Live training for your team, so everyone is confident in the system from day one.

Go-live guidance & three months of account management

Our project management team guides your first fortnight, with a dedicated account manager for three months after go-live.

Not included

Bespoke integrations

Connecting tools outside Pabau’s standard integrations list isn’t covered by the package.

Custom development

Custom features and bespoke API work aren’t part of the package.

Digitising paper records

We migrate existing digital data — scanning or typing up physical paper records isn’t covered.

A dedicated account manager beyond three months

After three months you move to our standard support team — see hours and availability below.

Migration depends on what your previous system can export You review and sign off your imported data before go-live The one-off fee is separate from your Pabau subscription

Compare your options

Full project management vs other onboarding options

Which plan is right for you?

Choosing the right level of service is crucial for getting the most out of the system.

At Pabau, we understand that one size doesn’t fit all. Some clients are using practice management software for the first time and others are managing the needs of large-scale, complex practices. Both scenarios come with their own challenges, and opportunities – particularly at the initial set-up.

That’s why we offer a range of options for onboarding, with the highest level of support being our full project management service. Here’s a breakdown to help you decide which plan aligns best with your needs:

You don’t need project management support if…

You want to be actively involved

If you enjoy being intricately involved in every aspect of a project and would prefer to personally oversee the set-up of your new software, project management might not align with what you’re looking for.

You’re tech savvy

Maybe you’re pretty familiar with practice management software already. If you want less hand holding and more of a ‘do it yourself’ onboarding experience (with support, of course) full project management won’t be needed.

You’re confident self-learning

Happy to self-manage your learning? We have a growing library of on-demand video courses on the Pabau Academy, including helpful resources on the set-up, that’ll help you learn in your own time at your own pace.

Best for hands-off teams

You may benefit from project management support if…

You need to be hands-off

There’s nothing more convenient than logging into a ready-to-go system. If you’d prefer to skip to the good part and avoid the messy stuff that happens in the middle, project management is the perfect choice.

You’re moving from another vendor

Getting your data out of one system and into another can be tricky, especially if you have a lot of data to manage. With full project management, we take care of the data extraction and clean up, so everything is ready for you.

You have a complex, busy business

The bigger the business, the more of a well-oiled machine it needs to be. We’ll get everything you need neatly organized – from forms to workflows – so that everything looks slick and professional from day one.

Talk to our team

Not sure yet? See all Pabau onboarding options and pick the level of support that fits.

We’re here for you

Hours and availability

Our project management team will guide you through the first fortnight after you go live. Then, you’ll have access to our customer growth team via video calls and live chat. You will also have access to extended weekend support.

Weekday support

Support team via live chat and video calls
Monday–Friday, 8am–10pm (GMT)

Live chat · Video calls

Weekend support

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

Live chat

Pricing

How much does it cost?

Like to know more? Full project management is an optional one-off fee that you pay during onboarding. The pricing for this service varies depending on your location. For up-to-date pricing information, please speak to your sales rep.

Speak to sales

Speak to the Pabau team about project management pricing

Upgrade to a full project management package today

Hand over the heavy lifting and log in on day one to a system that’s ready to go — data migrated, workflows configured, website connected.

Book a demo Explore onboarding options

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