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Dictation (New Client Card)

In this article, you'll learn how to make the most of the dictation feature in the client card within Pabau. This tool is meant to help your clinic be more efficient and provide better care for patients.

This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the Dictation (Classic) guide instead.

Step 1: Navigate to a Client Card

Start by logging in to your Pabau account. Then open a client card by searching for the client using the search bar at the top of the screen.

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Step 2: Initiate Dictation

Click the Create button (the blue plus sign) in the bottom-right corner of the client card.

Create button in the bottom-right corner of the client card

From the Create menu that appears, select Dictation. If Dictation doesn’t appear in the menu, it isn’t enabled for your account — contact our support team to have it switched on. Make sure your browser has microphone access enabled before proceeding — if it doesn’t, the panel will prompt you to enable it in your browser’s settings.

Dictation option in the Create menu

Step 3: Start Recording

Click the microphone button to begin recording. Speak clearly to capture the information you want to include.

Microphone button to start recording a dictation

Step 4: Pause or Stop Recording

While recording, you can pause at any time using the Pause button next to the microphone, and click Resume to carry on. Once you have finished, click the microphone button again to stop.

Pause button shown next to the microphone while recording

Step 5: Review the Recording

At the top of the panel, you can play the recording back to review it before saving.

Playback bar to review the recording before saving

Step 6: Save as a Voice Note or Compose a Letter

Under What do you want to do?, choose one of two options:

  • Just save as voice note: saves the recording directly to the client’s record, where it appears in the Communications section of the client card.

  • Compose a letter: turns the recording into a letter. Choose a letter template from the dropdown — the letter is assigned to Pabau AI Transcription automatically.

Choosing between saving as a voice note or composing a letter

Step 7: Save

Click Save to finish. A voice note is saved straight to the client’s record. If you chose to compose a letter, Pabau transcribes the recording and opens the letter composer pre-filled with your chosen template and the transcript, ready for you to review and send.

Save button in the dictation panel

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.