--- title: How to Configure the Summary View in Client Card (New Client Card) description: Learn how to arrange the Summary widgets in the new client card and configure which medical form questions feed each widget. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-configure-the-summary-view-in-client-card#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) 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?hsLang=en) 2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) # How to Configure the Summary View in Client Card (New Client Card) ## In this guide, we will show you how to arrange and configure the widgets on a client's Summary tab. The Summary section highlights the most important information for each client as a grid of widgets. You can rearrange the widgets to suit how you work, and admins can configure which data feeds them. #### **Step 1: Navigate to the Client Card** Open any client card by using the search bar at the top of the screen. ![communications preferences 2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/communications%20preferences%202.png?width=532&height=389&name=communications%20preferences%202.png) #### **Step 2: Access the Summary Controls** Hover over the Summary to reveal the **Arrange** and **Configure widgets** buttons in the top-right corner. **NOTE:** **Arrange** is available to everyone and only changes your own view — your layout follows your login. **Configure widgets** changes what data the widgets show for your whole clinic, so it’s only available to admin users. ![How to Create a New Summary View 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20a%20New%20Summary%20View%201.png?width=616&height=374&name=How%20to%20Create%20a%20New%20Summary%20View%201.png) #### **Step 3: Arrange Widgets** Click **Arrange** to reorder your widgets and choose which ones are visible. In this mode: - Use the drag handle on each widget to move it to a new position. - Use the eye icon on each widget to show or hide it. Hidden widgets stay in the grid (dimmed) while you’re arranging, so you can bring them back at any time. ![How to Create a New Summary View 2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20a%20New%20Summary%20View%202.png?width=608&height=366&name=How%20to%20Create%20a%20New%20Summary%20View%202.png) Click **Done** in the banner at the top of the Summary once you’re finished. #### **Step 4: Configure Widgets** Click **Configure widgets** to link medical form data to a widget or create a custom one. - Select a widget tab (**Problem**, **Medical History**, **Medications**, **Family History**, or **Social History**). - Click **Link Data** (or **Add Field** if data is already linked) to open the **Add Field** window. Search for a question, or expand a form to browse its questions, tick the ones you want, then click **Add**. - Once questions are linked, drag them into your preferred order, switch on **Show question names** to display each question’s name alongside its answer, or click **Clear** to remove the mapping — then click **Save**. - Click **Add Custom** to create a new widget: enter a widget name, click **Create**, then link data to it in the same way. A custom widget can be removed later with **Delete Widget**. **NOTE:** Custom widgets are a Care Plus feature. Without Care Plus, the **Add Custom** button prompts you to upgrade. ![How to Create a New Summary View 3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20a%20New%20Summary%20View%203.png?width=608&height=366&name=How%20to%20Create%20a%20New%20Summary%20View%203.png)  This gives you full control over which data appears in your client Summary and how it’s organised.    **NOTE:** We suggest reading our [Clients](https://support.pabau.com/en/pabau2/clients/clients-0?hsLang=en) article for a more in-depth exploration of this topic. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), browse the related articles below or use the search bar at the top of the page. 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