--- title: Clients | Pabau Knowledge Base description: Client records & profiles --- [Skip to content](https://support.pabau.com/en/pabau2/clients#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. [Clients](https://support.pabau.com/en/pabau2/clients) # Clients Client records & profiles - [How to Edit the Email Subject in Client Notifications](https://support.pabau.com/en/pabau2/how-to-edit-the-email-subject-in-client-notifications) - [How to Create and Send a Referral Letter](https://support.pabau.com/en/pabau2/how-to-create-and-send-a-referral-letter) ## General - [How to Use the Search Bar in Pabau](https://support.pabau.com/en/pabau2/how-to-use-the-search-bar-in-pabau) - [How to Create a Client](https://support.pabau.com/en/pabau2/how-to-create-a-client) - [How to Search for Inactive Clients](https://support.pabau.com/en/pabau2/how-to-search-for-inactive-clients) - [How to Create Client Views](https://support.pabau.com/en/pabau2/how-to-create-client-view) - [How to View Clients in Default View](https://support.pabau.com/en/pabau2/how-to-view-clients-in-default-view) - [How to Manually Merge Client Records](https://support.pabau.com/en/pabau2/how-to-manually-merge-records) - [How to Create a New Referral](https://support.pabau.com/en/pabau2/how-to-create-a-new-referral) See less ▼ ## Client Card - [How to Remove Mandatory Fields When Creating a Client Card](https://support.pabau.com/en/pabau2/how-to-remove-mandatory-fields-when-creating-a-client-card) - [How to Customize the Layout of the Client Creation Form](https://support.pabau.com/en/pabau2/how-to-customise-the-layout-of-the-client-creation-form) - [How to Customize the Create Client Screen](https://support.pabau.com/en/pabau2/how-to-customize-the-create-client-screen) ## Appointments - [Understanding the Appointments Page](https://support.pabau.com/en/pabau2/understanding-the-appointments-page) ## Financials - [How to Raise an Invoice for an Appointment From the Client Card](https://support.pabau.com/en/pabau2/how-to-raise-invoices-from-the-client-card) - [How to Add Money to a Client's Account](https://support.pabau.com/en/pabau2/how-to-add-money-to-a-clients-account) - [How to Share Invoices with Clients](https://support.pabau.com/en/pabau2/how-to-share-invoices-with-clients) ## Gift Vouchers - [How to Issue and Redeem Gift Vouchers](https://support.pabau.com/en/pabau2/how-to-issue-and-redeem-a-gift-voucher) - [How to Sell Gift Vouchers from the Client Card](https://support.pabau.com/en/pabau2/how-to-sell-gift-vouchers-from-the-client-card) ## EMR - Labs - [Overview of Labs ](https://support.pabau.com/en/pabau2/overview-of-labs-2-0) - [How to Connect Quest Diagnostics to Pabau](https://support.pabau.com/en/pabau2/how-to-connect-quest-diagnostics-to-pabau) - [How to Sync Quest Diagnostics Results into Pabau](https://support.pabau.com/en/pabau2/how-to-sync-quest-diagnostics-results-into-pabau) - [How to Order a Quest Diagnostics Test From a Client Record](https://support.pabau.com/en/pabau2/how-to-order-a-quest-diagnostics-test-from-a-client-record) ## EMR - Client Problems - [How to Record a Client Problem](https://support.pabau.com/en/pabau2/how-to-record-a-client-problem-) ## EMR - Forms - [How to Create a Medical History Questionnaire](https://support.pabau.com/en/pabau2/how-to-create-an-intake-form-medical-history) - [How to Save Treatment Notes as Drafts](https://support.pabau.com/en/pabau2/how-to-save-treatment-notes-as-drafts) - [How to Create a Treatment Form](https://support.pabau.com/en/pabau2/how-to-create-treatment-form) ## EMR - Patch Tests - [How to Create a Patch Test from the Calendar](https://support.pabau.com/en/pabau2/how-to-create-a-patch-test-from-the-calendar) - [How to Set a Mandatory Patch Test for a Service ](https://support.pabau.com/en/pabau2/how-to-set-a-mandatory-patch-test-for-a-service-0) ## Care - [How to Use the Care Dashboard](https://support.pabau.com/en/pabau2/how-to-use-the-care-dashboard) - [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) - [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) - [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) - [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) - [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) - [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) - [Client card](https://support.pabau.com/en/pabau2/care-plus-upgrade#client-card) - [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