---
title: Analytics | Pabau Knowledge Base
description: Reports & insights
---

[Skip to content](https://support.pabau.com/en/pabau2/analytics#main-content)

[![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2)

Open main navigation

Close main navigation

- [Get Support](https://pabau.com/support-center/)

[Get Support](https://pabau.com/support-center/)

 Pabau Knowledge Base

- There are no suggestions because the search field is empty.

1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2)
2. [Analytics](https://support.pabau.com/en/pabau2/analytics)

# Analytics

 Reports & insights

- [How Profit Is Calculated in Sales Reports](https://support.pabau.com/en/pabau2/how-profit-is-calculated-in-sales-reports)

## General

- [Reports](https://support.pabau.com/en/pabau2/reports)
- [New Suite of Reports](https://support.pabau.com/en/pabau2/new-suite-of-reports)
- [How to Use the Vaccination Report](https://support.pabau.com/en/pabau2/how-to-use-vaccination-report-)
- [How to Use the Corrections Feature to Audit Your Sales](https://support.pabau.com/en/pabau2/how-to-use-the-corrections-feature-to-audit-your-sales)
- [How to Use Custom Fields in Reports](https://support.pabau.com/en/pabau2/how-to-use-custom-fields-in-reports)
- [How to Generate the Tax/VAT Report](https://support.pabau.com/en/pabau2/how-to-generate-the-tax/vat-report)
- [How to Generate the Monthly Sales Report](https://support.pabau.com/en/pabau2/how-to-generate-the-monthly-sales-report)
- [Pabau Analytics Glossary](https://support.pabau.com/en/pabau2/pabau-analytics-glossary)
- [How to Generate a Standard Report](https://support.pabau.com/en/pabau2/reports-1)
- [How to Edit a Report](https://support.pabau.com/en/pabau2/how-to-edit-a-report)
- [How to Favorite a Report](https://support.pabau.com/en/pabau2/how-to-favorite-a-report)
- [How to Run the Team Report](https://support.pabau.com/en/pabau2/running-the-team-report)
- [How to Share Reports](https://support.pabau.com/en/pabau2/how-to-share-reports)
- [How to Export Reports](https://support.pabau.com/en/pabau2/how-to-export-reports)
- [How to Filter by Teams in Reports](https://support.pabau.com/en/pabau2/how-to-filter-by-teams-in-reports)
- [How to Manage Report Access by Teams](https://support.pabau.com/en/pabau2/how-to-manage-report-access-by-teams)
- [How to Generate a Stock Report](https://support.pabau.com/en/pabau2/how-to-generate-a-stock-report)
- [How to Generate the Consultation Conversions Report](https://support.pabau.com/en/pabau2/how-to-generate-the-consultations-conversions-report)
- [How to Generate the Big Spender Report](https://support.pabau.com/en/pabau2/how-to-generate-the-big-spender-report)
- [How to Generate the Clients with Balance Report](https://support.pabau.com/en/pabau2/how-to-generate-the-clients-with-balance)
- [How to Generate the Clients Without Upcoming Appointments Report](https://support.pabau.com/en/pabau2/how-to-generate-the-clients-without-upcoming-appointments-report)
- [How to Generate the New Clients Report](https://support.pabau.com/en/pabau2/how-to-generate-the-new-clients-report)
- [How to Generate the Retention Report](https://support.pabau.com/en/pabau2/how-to-generate-the-retention-report)
- [How to Generate the Top Referrers Report](https://support.pabau.com/en/pabau2/how-to-generate-the-top-referrers-report)
- [How to Generate the Converted Leads Report](https://support.pabau.com/en/pabau2/how-to-generate-the-converted-leads-report)
- [How to Generate the Leads by Source Report](https://support.pabau.com/en/pabau2/how-to-generate-the-leads-by-source-report)
- [How to Generate the Open Leads Report](https://support.pabau.com/en/pabau2/how-to-generate-the-leads-by-source-report-1)
- [How to Generate the Discounts Report](https://support.pabau.com/en/pabau2/how-to-generate-the-discounts-report)
- [How to Generate the Line Item History Report](https://support.pabau.com/en/pabau2/how-to-generate-the-line-item-history-report)
- [How to Generate the Package Sales Report](https://support.pabau.com/en/pabau2/how-to-generate-the-package-sales-report)
- [How to Generate the Product Performance Report](https://support.pabau.com/en/pabau2/how-to-generate-the-product-performance-report)
- [How to Generate the Revenue by Closed Invoices Report](https://support.pabau.com/en/pabau2/how-to-generate-the-revenue-by-closed-invoices-report)
- [How to Generate the Revenue by Raised Invoices Report](https://support.pabau.com/en/pabau2/how-to-generate-the-revenue-by-raised-invoices-report)
- [How to Generate the Sale by Item Category Report](https://support.pabau.com/en/pabau2/how-to-generate-the-sale-by-item-category-report)
- [How to Generate the Vouchers Outstanding Balance Report](https://support.pabau.com/en/pabau2/how-to-generate-the-vouchers-outstanding-balance-report)
- [How to Generate the Appointment by Category Report](https://support.pabau.com/en/pabau2/how-to-generate-the-appointment-by-category-report)
- [How to Generate the Appointment Schedule Report](https://support.pabau.com/en/pabau2/how-to-generate-the-appointment-schedule-report)
- [How to Generate the Appointments by Employee Report](https://support.pabau.com/en/pabau2/how-to-generate-the-appointments-by-employee-report)
- [How to Generate the Appointments by Location Report](https://support.pabau.com/en/pabau2/how-to-generate-the-appointments-by-location-report)
- [How to Generate the Appointments by Service Report](https://support.pabau.com/en/pabau2/how-to-generate-the-appointments-by-service-report)
- [How to Generate the Appointments Created this Month Report](https://support.pabau.com/en/pabau2/how-to-generate-the-appointments-created-this-month-report)
- [How to Generate the Cancellations Report](https://support.pabau.com/en/pabau2/how-to-generate-the-cancellations-report)
- [How to Generate the Online Bookings Report](https://support.pabau.com/en/pabau2/how-to-generate-the-no-shows-report)
- [How to Generate the Rebooking Rates Report](https://support.pabau.com/en/pabau2/how-to-generate-the-rebooking-rates-report)
- [How to Generate My Activities Report](https://support.pabau.com/en/pabau2/how-to-generate-the-rebooking-rates-report-1)
- [How to Generate the Planned & Completed Report](https://support.pabau.com/en/pabau2/how-to-generate-the-planned-completed-report)
- [How to Generate the Business Snapshot Report](https://support.pabau.com/en/pabau2/how-to-generate-the-business-snapshot-report)
- [How to Generate the Invoices Report](https://support.pabau.com/en/pabau2/how-to-generate-the-invoices-report)
- [How to Generate the Outstanding Invoices Report](https://support.pabau.com/en/pabau2/how-to-generate-the-outstanding-invoices-report)
- [How to Generate the Payments Report](https://support.pabau.com/en/pabau2/how-to-generate-the-payments-report)
- [How to Generate the Stock Reconciliation Report](https://support.pabau.com/en/pabau2/how-to-generate-the-stock-reconciliation-report)
- [How to Generate the Refunds Report](https://support.pabau.com/en/pabau2/how-to-generate-the-refunds-report)
- [How to Generate the Tips Report](https://support.pabau.com/en/pabau2/how-to-generate-the-tips-report)
- [How to Generate the End of Day Report](https://support.pabau.com/en/pabau2/how-to-generate-the-end-of-day-report)
- [How to Run the Medical Data Report](https://support.pabau.com/en/pabau2/how-to-run-the-medical-data-report)
- [How to Complete Sales for Appointments in the Cashup Report](https://support.pabau.com/en/pabau2/how-to-complete-sales-for-appointments-in-the-cashup-report)
- [How to Generate an End-of-Day Cashup Report](https://support.pabau.com/en/pabau2/how-to-generate-an-end-of-day-cashup-report)
- [Pathway Report](https://support.pabau.com/en/pabau2/pathway-report)
- [How to Generate the Stale Leads Report](https://support.pabau.com/en/pabau2/how-to-generate-the-stale-leads-report)
- [How to Generate the Unassigned Leads Report](https://support.pabau.com/en/pabau2/how-to-generate-the-unassigned-leads-report)
- [How to Generate the Lost Leads by Reason Report](https://support.pabau.com/en/pabau2/how-to-generate-the-lost-leads-by-reason-report)
- [How to Generate the Closed Lost Trend Report](https://support.pabau.com/en/pabau2/how-to-generate-the-closed-lost-trend-report)
- [How to Generate the Win Rate by Owner Report](https://support.pabau.com/en/pabau2/how-to-generate-the-win-rate-by-owner-report)
- [How to Use the Exports Page](https://support.pabau.com/en/pabau2/how-to-use-the-exports-page)
- [How to Organize Reports into Folders](https://support.pabau.com/en/pabau2/how-to-organize-reports-into-folders)
- [A Tour of the Reports Page](https://support.pabau.com/en/pabau2/a-tour-of-the-reports-page)

See less ▼

## Custom Reports

- [Custom Reports](https://support.pabau.com/en/pabau2/custom-reports)
- [How to Run a Recall Report](https://support.pabau.com/en/pabau2/how-to-run-a-recall-report)
- [How to Save a Standard Report as a Custom Report](https://support.pabau.com/en/pabau2/how-to-save-a-standard-report-as-a-custom-report)
- [How to Create a Custom Report from Scratch](https://support.pabau.com/en/pabau2/how-to-create-a-custom-report-from-scratch)
- [How to Edit a Custom Report](https://support.pabau.com/en/pabau2/how-to-edit-a-custom-report)
- [How to Delete a Custom Report](https://support.pabau.com/en/pabau2/how-to-delete-a-custom-report)
- [How to Share Custom Reports](https://support.pabau.com/en/pabau2/how-to-share-custom-reports)
- [How to Run Appointment Reports](https://support.pabau.com/en/pabau2/how-to-run-appointment-reports)
- [How to Report on Medical and Non-Medical Treatments](https://support.pabau.com/en/pabau2/how-to-report-on-medical-appointments)
- [How to Find My Reports](https://support.pabau.com/en/pabau2/how-to-find-my-reports)
- [How to Find Reports Shared With Me](https://support.pabau.com/en/pabau2/how-to-find-reports-shared-with-me)
- [How to Build a Custom Report with AI (Create with AI)](https://support.pabau.com/en/pabau2/how-to-build-a-custom-report-with-ai-create-with-ai)
- [How to Use Chart Settings](https://support.pabau.com/en/pabau2/how-to-use-chart-settings)

See less ▼

## Reports

- [Upcoming Renewals Report](https://support.pabau.com/en/pabau2/upcoming-renewals-report)
- [New Memberships Report](https://support.pabau.com/en/pabau2/new-memberships-report)
- [Memberships Usage Report](https://support.pabau.com/en/pabau2/memberships-usage-report)
- [Cross-Location Settlement Report](https://support.pabau.com/en/pabau2/cross-location-settlement-report)
- [Client Lifecycle Flow Report](https://support.pabau.com/en/pabau2/client-lifecycle-flow-report)
- [Time Report](https://support.pabau.com/en/pabau2/time-report)
- [Room Utilization Report](https://support.pabau.com/en/pabau2/room-utilization-report)
- [Returning Clients Report](https://support.pabau.com/en/pabau2/returning-clients-report)
- [Repeat Visit Curves (by Segment) Report](https://support.pabau.com/en/pabau2/repeat-visit-curves-by-segment-report-)
- [New Client – First 90 Days Report](https://support.pabau.com/en/pabau2/new-client-first-90-days-report)
- [Memberships - Retention by Cohort Report](https://support.pabau.com/en/pabau2/memberships-retention-by-cohort-report)
- [Membership Benefits Details Report](https://support.pabau.com/en/pabau2/membership-benefits-details-report)
- [Gift Card Liability Report](https://support.pabau.com/en/pabau2/gift-card-liability-report)
- [Equipment Utilization Report](https://support.pabau.com/en/pabau2/equipment-utilization-report)
- [Deposits Report](https://support.pabau.com/en/pabau2/deposits-report)
- [Client Revenue Retention Report](https://support.pabau.com/en/pabau2/client-revenue-retention)
- [At-Risk Clients Report](https://support.pabau.com/en/pabau2/at-risk-clients-report)
- [Aged Debt Report](https://support.pabau.com/en/pabau2/aged-debt-report)
- [Accounting Summary Report](https://support.pabau.com/en/pabau2/accounting-summary-report)
- [How to Use Filters in the Top Referrers Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-top-referrers-report)
- [How to Use Filters in the New Clients Report](https://support.pabau.com/en/pabau2/how-to-use-the-new-clients-report)
- [How to Use the Filters in Big Spender Report](https://support.pabau.com/en/pabau2/how-to-use-the-big-spender-repor)
- [How to Use Filters in the Revenue by Closed Invoices Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-revenue-by-closed-invoices-report)
- [How to Use Filters in the No Shows Report](https://support.pabau.com/en/pabau2/how-to-build-the-no-shows-report)
- [How to Use Filters in the Consultation Conversions Report](https://support.pabau.com/en/pabau2/how-to-build-the-consultation-conversions-report)
- [How to Use Filters in the Appointments Created This Month Report](https://support.pabau.com/en/pabau2/how-to-build-the-appointments-created-this-month-report)
- [How to Use Filters in the Appointments by Employee Report](https://support.pabau.com/en/pabau2/how-to-build-the-appointments-by-employee-report)
- [How to Use Filters in the Appointment Schedule Report](https://support.pabau.com/en/pabau2/how-to-build-the-appointment-schedule-report)
- [How to Use Filters in the Appointment Category Report](https://support.pabau.com/en/pabau2/how-to-build-report-filters-appointments)
- [How to Use Filters in the Commissions Activity Report](https://support.pabau.com/en/pabau2/how-to-generate-the-commissions-activity-report)
- [How to Use Filters in the Converted Leads Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-converted-leads-report)
- [How to Use Filters in the Line Item History Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-line-item-history-report)
- [How to Use Filters in the Cancellations Report](https://support.pabau.com/en/pabau2/how-to-build-the-cancellations-report)
- [How to Use Filters in the Discounts Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-discounts-report)
- [How to Use Filter in the Clients Without Upcoming Appointments Report](https://support.pabau.com/en/pabau2/how-to-use-the-clients-without-upcoming-appointments-report)
- [How to Use Filters in the Sales Tax Report](https://support.pabau.com/en/pabau2/how-to-generate-the-sales-tax-report)
- [How to Use Filters in the Open Leads Report](https://support.pabau.com/en/pabau2/how-to-use-the-open-leads-report)
- [How to Use Filters in the My Activities Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-my-activities-report)
- [How to Use Filters in the Tips Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-tips-report)
- [How to Use Filters in the Refunds Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-refunds-report)
- [How to Use Filters in the Payments Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-payments-report)
- [How to Use Filters in the Outstanding Invoices Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-outstanding-invoices-report)
- [How to Use Filters in the Invoices Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-invoices-report)
- [How to Use Filters in the Retention Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-retention-report)
- [How to Use Filters in the Leads by Source Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-leads-by-source-report)
- [How to Use Filters in the Vouchers Outstanding Balance Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-vouchers-outstanding-balance-report)
- [How to Use Filters in the Revenue by Raised Invoices Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-revenue-by-raised-invoices-report)
- [How to Use Filters in the Product Performance Report](https://support.pabau.com/en/pabau2/how-to-use-filters-in-the-product-performance-report)
- [How to Use Filters in the Client Package Outstanding Report](https://support.pabau.com/en/pabau2/how-to-build-the-client-package-outstanding-report)
- [How to Use Filters in the Rebooking Rates Report](https://support.pabau.com/en/pabau2/how-to-build-the-rebooking-rates-report)
- [How to Use Filters in the Online Bookings Report](https://support.pabau.com/en/pabau2/how-to-build-the-online-bookings-report)
- [How to Use Filters in the Sale by Item Category Report](https://support.pabau.com/en/pabau2/how-to-generate-the-revenue-by-raised-invoices)
- [How to Use Filters in the Clients with Balance Report](https://support.pabau.com/en/pabau2/how-to-use-the-clients-with-balance-report)
- [Failed Payments Report](https://support.pabau.com/en/pabau2/failed-payments-report)
- [Payouts Report](https://support.pabau.com/en/pabau2/payouts-report)
- [AVS Details for Saved Cards Report](https://support.pabau.com/en/pabau2/avs-details-for-saved-cards-report)
- [Memberships - Payments Report](https://support.pabau.com/en/pabau2/memberships-payments-report)
- [Memberships - Members Report](https://support.pabau.com/en/pabau2/memberships-members-report)
- [Memberships - Status Report](https://support.pabau.com/en/pabau2/memberships-status-report)
- [Expiring Memberships Report](https://support.pabau.com/en/pabau2/expiring-memberships-report)
- [Gift Card Report](https://support.pabau.com/en/pabau2/gift-card-report)
- [Organization Reports (Multi-Account)](https://support.pabau.com/en/pabau2/organization-reports-multi-account)
- [How to Use the Waitlist Detail Report](https://support.pabau.com/en/pabau2/how-to-use-the-waitlist-detail-report)
- [How to Use the Insurance Policies Report](https://support.pabau.com/en/pabau2/how-to-use-the-insurance-policies-report)
- [How to Use the Consultation Conversion Report](https://support.pabau.com/en/pabau2/how-to-use-the-consultation-conversion-report)

See less ▼

- [Home Page](https://support.pabau.com/en/pabau2/home-page#main-content)

    - [Home Page](https://support.pabau.com/en/pabau2/home-page#home-page)
- [Account & Billing](https://support.pabau.com/en/pabau2/account-billing#main-content)

    - [Account access](https://support.pabau.com/en/pabau2/account-billing#account-access)
    - [Account settings](https://support.pabau.com/en/pabau2/account-billing#account-settings)
    - [Billing](https://support.pabau.com/en/pabau2/account-billing#billing)
- [Team](https://support.pabau.com/en/pabau2/team#main-content)

    - [Team Overview](https://support.pabau.com/en/pabau2/team#team-overview)
    - [Adding and Managing Staff Members](https://support.pabau.com/en/pabau2/team#adding-and-managing-staff-members)
    - [Staff Permissions](https://support.pabau.com/en/pabau2/team#staff-permissions)
    - [Staff Profiles and Documents](https://support.pabau.com/en/pabau2/team#staff-profiles-and-documents)
    - [Clinical Credentials](https://support.pabau.com/en/pabau2/team#clinical-credentials)
    - [Account Settings](https://support.pabau.com/en/pabau2/team#account-settings)
    - [Scheduler](https://support.pabau.com/en/pabau2/team#scheduler)
    - [Roles](https://support.pabau.com/en/pabau2/team#roles)
    - [Commissions](https://support.pabau.com/en/pabau2/team#commissions)
    - [Timesheets and Wages](https://support.pabau.com/en/pabau2/team#timesheets-and-wages)
    - [Teams and Visibility](https://support.pabau.com/en/pabau2/team#teams-and-visibility)
    - [Leave Management](https://support.pabau.com/en/pabau2/team#leave-management)
- [Calendar](https://support.pabau.com/en/pabau2/calendar#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/calendar#getting-started)
    - [Booking Appointments](https://support.pabau.com/en/pabau2/calendar#booking-appointments)
    - [Managing Appointments](https://support.pabau.com/en/pabau2/calendar#managing-appointments)
    - [Using the calendar](https://support.pabau.com/en/pabau2/calendar#using-the-calendar)
    - [Security settings](https://support.pabau.com/en/pabau2/calendar#security-settings)
    - [Configuration](https://support.pabau.com/en/pabau2/calendar#configuration)
    - [General](https://support.pabau.com/en/pabau2/calendar#general)
    - [Managing payments from the calendar](https://support.pabau.com/en/pabau2/calendar#managing-payments-from-the-calendar)
    - [Blockouts](https://support.pabau.com/en/pabau2/calendar#blockouts)
    - [Creating a clinic list](https://support.pabau.com/en/pabau2/calendar#creating-a-clinic-list)
    - [Waitlist](https://support.pabau.com/en/pabau2/calendar#waitlist)
    - [Integrations](https://support.pabau.com/en/pabau2/calendar#integrations)
    - [Presets](https://support.pabau.com/en/pabau2/calendar#presets)
- [Clients](https://support.pabau.com/en/pabau2/clients#main-content)

    - [General](https://support.pabau.com/en/pabau2/clients#general)
    - [Client Card](https://support.pabau.com/en/pabau2/clients#client-card)
    - [Appointments](https://support.pabau.com/en/pabau2/clients#appointments)
    - [Financials](https://support.pabau.com/en/pabau2/clients#financials)
    - [Letters](https://support.pabau.com/en/pabau2/clients#letters)
    - [Gift Vouchers](https://support.pabau.com/en/pabau2/clients#gift-vouchers)
    - [EMR - Labs](https://support.pabau.com/en/pabau2/clients#emr-labs)
    - [EMR - Client Problems](https://support.pabau.com/en/pabau2/clients#emr-client-problems)
    - [EMR - Forms](https://support.pabau.com/en/pabau2/clients#emr-forms)
    - [EMR - Patch Tests](https://support.pabau.com/en/pabau2/clients#emr-patch-tests)
    - [Care](https://support.pabau.com/en/pabau2/clients#care)
- [Business Details](https://support.pabau.com/en/pabau2/business-details#main-content)

    - [Business Details](https://support.pabau.com/en/pabau2/business-details#business-details)
    - [Locations](https://support.pabau.com/en/pabau2/business-details#locations)
    - [General Settings](https://support.pabau.com/en/pabau2/business-details#general-settings)
    - [Data](https://support.pabau.com/en/pabau2/business-details#data)
- [Services & Packages](https://support.pabau.com/en/pabau2/services-packages#main-content)

    - [Services](https://support.pabau.com/en/pabau2/services-packages#services)
    - [Packages](https://support.pabau.com/en/pabau2/services-packages#packages)
    - [Resources](https://support.pabau.com/en/pabau2/services-packages#resources)
    - [Virtual Services](https://support.pabau.com/en/pabau2/services-packages#virtual-services)
    - [Classes](https://support.pabau.com/en/pabau2/services-packages#classes)
    - [Add Ons](https://support.pabau.com/en/pabau2/services-packages#add-ons)
- [Clinical](https://support.pabau.com/en/pabau2/clinical#main-content)

    - [Medical Forms](https://support.pabau.com/en/pabau2/clinical#medical-forms)
    - [Medical Form Templates](https://support.pabau.com/en/pabau2/clinical#medical-form-templates)
    - [Medical Form Types](https://support.pabau.com/en/pabau2/clinical#medical-form-types)
    - [Medical Forms Components & Fields](https://support.pabau.com/en/pabau2/clinical#medical-forms-components-fields)
    - [ePrescriptions](https://support.pabau.com/en/pabau2/clinical#eprescriptions)
    - [Drugs](https://support.pabau.com/en/pabau2/clinical#drugs)
    - [Custom Labs](https://support.pabau.com/en/pabau2/clinical#custom-labs)
    - [Vaccines](https://support.pabau.com/en/pabau2/clinical#vaccines)
    - [Diagnostic & Billing Codes](https://support.pabau.com/en/pabau2/clinical#diagnostic-billing-codes)
- [Pabau AI Scribe](https://support.pabau.com/en/pabau2/pabau-ai-scribe#main-content)

    - [AI in Treatment Notes](https://support.pabau.com/en/pabau2/pabau-ai-scribe#ai-in-treatment-notes)
- [Pabau GO iOS app](https://support.pabau.com/en/pabau2/pabau-go-ios-app#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/pabau-go-ios-app#getting-started)
    - [General](https://support.pabau.com/en/pabau2/pabau-go-ios-app#general)
    - [Care Pathways](https://support.pabau.com/en/pabau2/pabau-go-ios-app#care-pathways)
    - [Appointments](https://support.pabau.com/en/pabau2/pabau-go-ios-app#appointments)
    - [Clients](https://support.pabau.com/en/pabau2/pabau-go-ios-app#clients)
    - [Pabau Scribe](https://support.pabau.com/en/pabau2/pabau-go-ios-app#pabau-scribe)
    - [Payments](https://support.pabau.com/en/pabau2/pabau-go-ios-app#payments)
    - [Leads](https://support.pabau.com/en/pabau2/pabau-go-ios-app#leads)
    - [Quotes](https://support.pabau.com/en/pabau2/pabau-go-ios-app#quotes)
    - [Reviews](https://support.pabau.com/en/pabau2/pabau-go-ios-app#reviews)
- [Marketing](https://support.pabau.com/en/pabau2/marketing#main-content)

    - [Broadcasts](https://support.pabau.com/en/pabau2/marketing#broadcasts)
    - [Reviews](https://support.pabau.com/en/pabau2/marketing#reviews)
    - [Referrals](https://support.pabau.com/en/pabau2/marketing#referrals)
    - [Gift Cards](https://support.pabau.com/en/pabau2/marketing#gift-cards)
    - [Loyalty](https://support.pabau.com/en/pabau2/marketing#loyalty)
    - [Marketing Sources](https://support.pabau.com/en/pabau2/marketing#marketing-sources)
    - [Capture Forms](https://support.pabau.com/en/pabau2/marketing#capture-forms)
    - [Workflows](https://support.pabau.com/en/pabau2/marketing#workflows)
    - [Promotions](https://support.pabau.com/en/pabau2/marketing#promotions)
    - [Automations](https://support.pabau.com/en/pabau2/marketing#automations)
    - [Client Lifecycle & Engagement Automations](https://support.pabau.com/en/pabau2/marketing#client-lifecycle-engagement-automations)
    - [Lead Automations](https://support.pabau.com/en/pabau2/marketing#lead-automations)
    - [Payments & Billing Automations](https://support.pabau.com/en/pabau2/marketing#payments-billing-automations)
- [Communications](https://support.pabau.com/en/pabau2/communications#main-content)

    - [Client Notifications](https://support.pabau.com/en/pabau2/communications#client-notifications)
    - [Communications](https://support.pabau.com/en/pabau2/communications#communications)
    - [Sender Address](https://support.pabau.com/en/pabau2/communications#sender-address)
- [Online Bookings](https://support.pabau.com/en/pabau2/online-bookings#main-content)

    - [General](https://support.pabau.com/en/pabau2/online-bookings#general)
    - [Customize](https://support.pabau.com/en/pabau2/online-bookings#customize)
    - [Analytics](https://support.pabau.com/en/pabau2/online-bookings#analytics)
    - [Client Portal](https://support.pabau.com/en/pabau2/online-bookings#client-portal)
    - [Social Media](https://support.pabau.com/en/pabau2/online-bookings#social-media)
    - [New Online Bookings](https://support.pabau.com/en/pabau2/online-bookings#new-online-bookings)
- [Financials](https://support.pabau.com/en/pabau2/financials#main-content)

    - [General](https://support.pabau.com/en/pabau2/financials#general)
    - [Payment Processing](https://support.pabau.com/en/pabau2/financials#payment-processing)
    - [Invoices](https://support.pabau.com/en/pabau2/financials#invoices)
    - [Policies](https://support.pabau.com/en/pabau2/financials#policies)
    - [Quotes](https://support.pabau.com/en/pabau2/financials#quotes)
    - [Disputes](https://support.pabau.com/en/pabau2/financials#disputes)
    - [Taxes](https://support.pabau.com/en/pabau2/financials#taxes)
    - [Discounts](https://support.pabau.com/en/pabau2/financials#discounts)
    - [Sales History](https://support.pabau.com/en/pabau2/financials#sales-history)
    - [Payment Links](https://support.pabau.com/en/pabau2/financials#payment-links)
    - [Payments](https://support.pabau.com/en/pabau2/financials#payments)
    - [Payment Processing (Updated)](https://support.pabau.com/en/pabau2/financials#payment-processing-updated)
- [Card Terminals](https://support.pabau.com/en/pabau2/card-terminals#main-content)

    - [Setting up the Pabau Pay Card Terminal](https://support.pabau.com/en/pabau2/card-terminals#setting-up-the-pabau-pay-card-terminal)
    - [Wallet](https://support.pabau.com/en/pabau2/card-terminals#wallet)
    - [Card Terminal Troubleshooting](https://support.pabau.com/en/pabau2/card-terminals#card-terminal-troubleshooting)
- [Products & Stock](https://support.pabau.com/en/pabau2/products-stock#main-content)

    - [Products](https://support.pabau.com/en/pabau2/products-stock#products)
    - [Inventory](https://support.pabau.com/en/pabau2/products-stock#inventory)
    - [Orders](https://support.pabau.com/en/pabau2/products-stock#orders)
    - [Inventory Movement](https://support.pabau.com/en/pabau2/products-stock#inventory-movement)
- [Leads](https://support.pabau.com/en/pabau2/leads#main-content)

    - [General](https://support.pabau.com/en/pabau2/leads#general)
    - [Leads](https://support.pabau.com/en/pabau2/leads#leads)
    - [Pipelines](https://support.pabau.com/en/pabau2/leads#pipelines)
- [Analytics](https://support.pabau.com/en/pabau2/analytics#main-content)

    - [General](https://support.pabau.com/en/pabau2/analytics#general)
    - [Custom Reports](https://support.pabau.com/en/pabau2/analytics#custom-reports)
    - [Reports](https://support.pabau.com/en/pabau2/analytics#reports)
- [Memberships](https://support.pabau.com/en/pabau2/memberships#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/memberships#getting-started)
    - [General](https://support.pabau.com/en/pabau2/memberships#general)
    - [Selling memberships online & at POS](https://support.pabau.com/en/pabau2/memberships#selling-memberships-online-at-pos)
- [Activities](https://support.pabau.com/en/pabau2/activities)
- [App Marketplace (Integrations)](https://support.pabau.com/en/pabau2/app-marketplace-integrations#main-content)

    - [General](https://support.pabau.com/en/pabau2/app-marketplace-integrations#general)
    - [Payments & Accounting](https://support.pabau.com/en/pabau2/app-marketplace-integrations#payments-accounting)
    - [UAE (Emirates ID and NABIDH)](https://support.pabau.com/en/pabau2/app-marketplace-integrations#uae-emirates-id-and-nabidh)
- [FAQs & Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting#main-content)

    - [FAQs](https://support.pabau.com/en/pabau2/faqs-troubleshooting#faqs)
    - [Glossary of Pabau terminology](https://support.pabau.com/en/pabau2/faqs-troubleshooting#glossary-of-pabau-terminology)
    - [Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting#troubleshooting)
- [Developer & Other](https://support.pabau.com/en/pabau2/developer-other#main-content)

    - [Labs & Pharmacies](https://support.pabau.com/en/pabau2/developer-other#labs-pharmacies)
    - [Objects](https://support.pabau.com/en/pabau2/developer-other#objects)
- [Migrating Your Data to Pabau](https://support.pabau.com/en/pabau2/migrating-your-data-to-pabau)
- [Pabau Account Optimization](https://support.pabau.com/en/pabau2/pabau-account-optimization)
- [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides#main-content)

    - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides#client-portal-guide)
    - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides#getting-started)
    - [Appointments](https://support.pabau.com/en/pabau2/for-patients-how-to-guides#appointments)
    - [Payments and Cards](https://support.pabau.com/en/pabau2/for-patients-how-to-guides#payments-and-cards)
    - [Packages, Vouchers and Loyalty](https://support.pabau.com/en/pabau2/for-patients-how-to-guides#packages-vouchers-and-loyalty)
    - [Your Details, Forms and Documents](https://support.pabau.com/en/pabau2/for-patients-how-to-guides#your-details-forms-and-documents)
- [Best Practices](https://support.pabau.com/en/pabau2/best-practices)
- [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal)
- [Compliance](https://support.pabau.com/en/pabau2/compliance)
- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade#getting-started)
    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade#cases)
    - [Forms & templates](https://support.pabau.com/en/pabau2/care-plus-upgrade#forms-templates)
    - [Prescriptions](https://support.pabau.com/en/pabau2/care-plus-upgrade#prescriptions)
- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels#main-content)

    - [Labels](https://support.pabau.com/en/pabau2/labels#labels)
- [Engage](https://support.pabau.com/en/pabau2/engage#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage#getting-started)
    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage#clients-the-client-panel)
    - [SMS](https://support.pabau.com/en/pabau2/engage#sms)
    - [Phone Calls](https://support.pabau.com/en/pabau2/engage#phone-calls)
    - [Porting Your Numbers](https://support.pabau.com/en/pabau2/engage#porting-your-numbers)
    - [WhatsApp](https://support.pabau.com/en/pabau2/engage#whatsapp)
    - [Email](https://support.pabau.com/en/pabau2/engage#email)
    - [Fax](https://support.pabau.com/en/pabau2/engage#fax)
    - [Facebook & Instagram](https://support.pabau.com/en/pabau2/engage#facebook-instagram)
    - [Routing & Automation](https://support.pabau.com/en/pabau2/engage#routing-automation)
    - [Billing & Usage](https://support.pabau.com/en/pabau2/engage#billing-usage)
- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing#insurance-billing-uk)
    - [Insurance Billing (US)](https://support.pabau.com/en/pabau2/insurance-billing#insurance-billing-us)
    - [Insurance Billing (Australia)](https://support.pabau.com/en/pabau2/insurance-billing#insurance-billing-australia)
    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card)
- [Data Hub](https://support.pabau.com/en/pabau2/data-hub)

[![Pabau](https://support.pabau.com/hubfs/logo-final-1.svg "Pabau")](https://pabau.com)

 

Copyright © 2025, Pabau