Pabau Knowledge Base

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Pabau Knowledge Base

Clients

Clients

General

Clients

Overview of Clients and Client Card

How to Create a Client

How to Edit a Client

How to Deactivate a Client

How to Delete a Client

How to Merge Client Records

How to Search for Inactive Clients

How to Create Client Views

How to View Clients in Default View

How to Edit Client Details in the Client Card

How to Manually Merge Client Records

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Client Card

How to Set Client Card Access Settings

How to Create a New Summary View

How to Manage Summary Views

How to Add a Client Relationship

How to Remove a Client Relationship

How to Assign a Label to a Client

How to Remove a Label from a Client

How to Adjust Communication Preferences in the Client Card

How to Add a Primary Care Physician

How to Apply Salutations to Clients

Dictation

How to Pin Forms in Client Card

How to Send an Email from the Client Card

How to Add Attachments to Emails from the Client Card

How to Create Alerts

How to Rearrange Client Details Fields and Categories in the Client Card

How to View Packages in the Client Card

How to Rotate Photos in the Client Card

How to Create a Case in the Client Card

How to Send a Connect Password Reset Link

How to Create a New Referral

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Appointments

How to Resend an Appointment Confirmation

How to Cancel an Appointment from the Client Card

How to Reinstate a Canceled Appointment from the Client Card

How to Delete an Appointment from the Client Card

How to Rebook an Appointment from the Client Card

How to Check Whether an Appointment Was Rescheduled

How to Quick Book Clients

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Financials

How to Refund an Invoice

How to Void an Invoice from the Client Card

How to Issue a Credit Note for an Invoice from the Client Card

How to Add Money to a Client's Account

How to Add Card Details to a Client Card

How to Refund an Invoice with Stripe

How to Share Invoices with Clients

How to Print Out Invoices

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Letters

Letters

How to Create a Letter

How to Edit a Letter

How to Change the Status of a Letter

How to Print a Letter

How to Delete a Letter

How to Use Echo AI in Letters

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Documents

Documents

How to Upload a Document

How to Rename a Document

How to Download a Document

How to Delete a Document

How to Create a Document Folder

How to Move a Document to a Folder

How to Rename a Document Folder

How to Delete a Document Folder

How to Share Documents with Clients

How to Share Documents via the Client Portal

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Notes

Client Notes

How to Record a Client Note

How to Edit a Client Note

How to Delete a Client Note

How to Record and Manage Appointment Notes

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Activities

How to Create an Activity from the Client Card

How to Edit an Activity from the Client Card

How to Mark an Activity as Done from the Client Card

How to Delete an Activity from the Client Card

Gift Vouchers

How to Email Gift Voucher from Client Card

How to Change Sold Gift Voucher Duration

How to Sell Gift Vouchers from the Client Card

How to Check Voucher Code from the Client Card

Accessing Gift Vouchers from the Client Card

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EMR - Allergies

How to Record an Allergy for a Client

How to Manage Allergies in the Client Card

EMR - Prescriptions

Prescriptions

How to Create a Prescription

How to Edit a Prescription

How to Repeat a Prescription

How to Print a Prescription

How to Delete a Prescription

How to Submit a Prescription to CloudRx

How to Send a Prescription to a Pharmacy (for US Clinics)

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EMR - Labs

Labs

Overview of Labs

How to Create a Lab Request

How to Review and Share Lab Results

How to Print Labels for Labs

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EMR - Client Problems

How to Record a Client Problem

How to Manage Client Problems

EMR - Forms

How to Mark Injection Points in a Treatment Note

How to Create a Medical History Questionnaire

How to Create a Treatment Form

How To Print Medical Forms

How to Edit Medical Forms

How to Pin a Medical Form

How to Set Privacy Settings to Medical Forms

How to Create and Manage Macros on Treatment Forms

How to Share a Treatment Note with a Client

How to Copy Data from a Previous Treatment Note

How to Use Code Lookup in the Client Card

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EMR - Photos

How to Upload a Photo to the Client Card

How to Rename a Photo in the Client Card

How to Delete a Photo from the Client Card

How to Create an Album in the Client Card

How to Rename an Album in the Client Card

How to Delete an Album in the Client Card

How to Add a Photo to an Album

How to Compare Before and After Photos in the Client Card

How to Download and Share Photos From the Client Card

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EMR - Patch Tests

Patch Tests

How to Create a Patch Test from the Calendar

How to Create a Patch Test in the Client Card

How to Edit a Patch Test in the Client Card

How to Delete a Patch Test in the Client Card

How to Set a Mandatory Patch Test for a Service

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