This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the How to Add a Client Relationship (Classic) guide instead.
Step 1: Navigate to the Client Card
Log in to your Pabau account and open the client card of the client you want to add a relationship to by using the search bar at the top of the screen.
Step 2: Navigate to the Relationships Tab
In the client details panel on the left, click the "Relationships" tab next to Personal to view the client’s linked contacts and connections.
Step 3: Add a Relationship
Click the "Add relationship" button at the bottom of the tab.
Relationship-Specific Steps
In the "Add a relationship" window, choose the type of relationship you want to add. The options are grouped into Contact (Family member, Emergency contact, Next of Kin) and Third party (Specialist, GP, Pharmacy, Company). The steps vary depending on your selection.
Family Member
Search for an existing client by name or email, or click "Add a new client" to create one on the spot. Then select the relation, such as father, mother, sister, brother, wife, or husband (click "Load more" for additional options).
Next, you can configure a few additional settings. Under Billing & Correspondence, mark the contact as the payor if they’ll be responsible for the client’s self-pay invoices and receipts, or as the recipient if they should receive letters or other correspondence on the client’s behalf — an email or postal address is required for either option.
Under Privacy, you can turn on Restrict Sharing so the contact has no access to the client’s record, or grant Portal Access so they can log in via Pabau Connect and view the client’s information (this requires an email address).
Once everything is set, click "Add relationship" to save.
Emergency Contact and Next of Kin
Search for an existing contact by name or email, or choose "Add new client" to create a full client record, or "Add as contact" to save them with just a name, email, and mobile number.
Specialist
Search by name, specialty, treatment, or condition, and filter by location if needed. You can also browse popular specialties or popular conditions and procedures. Once you’ve found the right match, click "Add" to link them to the client. If they aren’t in the directory yet, click "Add specialist" to add them manually.
GP
Choose between the Pabau Network and your Clinic GPs, then search by postcode or name. Select the correct practice from the results and save your selection — you’ll then be asked to choose the GP the client sees at that practice (you can skip this). If the GP isn’t listed, you can add one manually.
Pharmacy
Choose between the Pabau Network and My pharmacies, then search by name or location. Select the correct pharmacy from the results to add it. If it isn’t listed, you can add one manually. The Pabau Network directory is only available in supported countries — if it isn’t supported in your country, that option is greyed out and you can use My pharmacies instead.
Company
Search by name or postcode, then select the correct company. If it isn’t listed, you can add one manually.
Once you’ve added the contact or organisation, the relationship is saved to the client’s profile under the Relationships tab.
NOTE: We suggest reading our Clients article for a more in-depth exploration of this topic.
By following these steps, you can quickly link contacts and organisations to a client’s profile, keeping all relationships organised and easy to access.
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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.