This article guides you through accessing your clients and provides a general overview of the client card in Pabau. Discover how to efficiently search for clients, view your entire client list, and understand the client card's details.
Search up Clients
You can search for a client by using the search bar at the top of the screen. Type in the client's name, phone number, email, or client ID.
For advanced searches, click the advanced search button on the bottom right.
Click on the desired client card.
View All Your Clients
In the left sidebar menu, navigate to Clients, then choose Clients again.
Customize the display of client information by rearranging and adding data fields by clicking on "Edit Columns".
Easily manage multiple clients through the tick boxes on the left.
Utilize the filter option for specific searches.
Understanding the Client Card
The client card contains all client data and is divided into sections.
On the left, the "Details" tab provides client status, labels, and basic details.
The second tab showcases client relations. To learn more about relations, check out our "How to Add a Client Relationship" article.
In the center of the client card, multiple tabs categorize client data for convenient access and management.
Summary: Provides a customizable, log-in-specific overview of crucial client information.
Appointments: Displays appointments related to the client, with further organization into sub-tabs.
Financials: Breaks down payments made by the client, segmented into sub-tabs for clarity.
Packages: Lists packages bought by the client, distinguishing between active and expired ones. Notably, it details the sessions used.
Communications: Houses notifications sent to the client, including both sent and scheduled messages.
EMR (Electronic Medical Records): Expands into a dropdown list containing medical forms, prescriptions, documents, and photos.
Gift Vouchers: Displays vouchers linked to the client, categorized as active or expired, similar to packages.
Activities: Records client-related tasks and activities.
In the top right section of the client card, you'll find the following tabs:
Medical History: Hover over to view the client's last medical history form update date. Click to access, edit, or send update requests to the client.
Notes: Records client-specific notes and previews appointment notes.
Staff Alerts: Alerts about client conditions that might affect treatments, such as allergies or a fear of needles.
Initiate various actions related to the client through the blue plus icon situated in the bottom left corner of the card.
This feature enhances the versatility of client management within Pabau, providing a centralized and comprehensive platform for effective client interaction and organization.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Clients article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.