--- title: How to Create a Client description: In this guide, we’ll show you how to create a client in Pabau, with several methods to fit your workflow. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-create-a-client#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. [Clients](https://support.pabau.com/en/pabau2/clients?hsLang=en) 3. [General](https://support.pabau.com/en/pabau2/clients?hsLang=en#general) # How to Create a Client ## In this guide, we’ll show you how to create a client in Pabau, with several methods to fit your workflow. #### **1. Create Button:** [Log in to your Pabau account](https://app.pabau.com/) and click the Create button at the top of the screen. Alternatively, use the hotkeys Shift + C. ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-13-2026-03-16-53-9670-PM.png?width=660&height=256&name=image-png-May-13-2026-03-16-53-9670-PM.png) #### **2. Clients Page:** On the [Clients](https://app.pabau.com/clients) page, click on the **"Create Client"** button. ![How to Create a Client 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20%20Create%20a%20Client%201.png?width=652&height=309&name=How%20to%20%20Create%20a%20Client%201.png) #### **3. Calendar:** When booking an appointment, you can either search for an existing client or create a new one instantly. ![How to Create a Client\_4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20a%20Client_4.png?width=452&height=373&name=How%20to%20Create%20a%20Client_4.png) You also have the "**Quick Create**" option that appears when trying to search for a client in the "Book Appointment" modal. If there is no client with the name you are trying to search, a button will appear so you can create the client on the spot. Click the **+Create Client** button to get started. ![Screenshot - 2025-07-25T151816.749](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Screenshot%20-%202025-07-25T151816.749.png?width=510&height=452&name=Screenshot%20-%202025-07-25T151816.749.png) **NOTE**: When using the "Quick Create" method to create a client in the system, the name and last name you typed in the search bar will be populated when redirected to the create client page. Any method you select to create a client, the following fields will appear:   #### **General Section:** Input basic client details, including preferred salutation, name, last name, gender, and date of birth. The only mandatory fields in this section are First Name and Last Name. Assign a preferred language and apply [client labels](https://support.pabau.com/en/pabau2/how-to-create-a-label?hsLang=en) from the top right corner.   ![How to Create a Client 2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20%20Create%20a%20Client%202.png?width=489&height=402&name=How%20to%20%20Create%20a%20Client%202.png) #### **Contact Info:** Add the client's contact information, such as email address and phone number. The only mandatory field in this section is Email. - As you type a **mobile number** or **email address** into a client profile, Pabau will instantly check whether it follows the correct format. - If the format is invalid, you’ll see a helpful prompt guiding you to fix it — before you can save the entry.   This ensures only **valid**, **correctly formatted** contact details are stored in your system.   ![How to Create a Client 3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20%20Create%20a%20Client%203.png?width=439&height=308&name=How%20to%20%20Create%20a%20Client%203.png) #### **More Section:** If additional information, like the name of the client's primary care physician, is needed, it can be added under the "More" section. Any extra [custom fields](https://support.pabau.com/en/pabau2/how-to-create-a-custom-field?hsLang=en) created in your Account will also be stored under "More." ![How to Create a Client 4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20%20Create%20a%20Client%204.png?width=451&height=402&name=How%20to%20%20Create%20a%20Client%204.png) #### **Sharing & Privacy:** After entering the client's general information, click on the Sharing & Privacy tab. Here, you can select the client's preferred contact methods for marketing purposes and indicate whether the client agrees to your privacy policy. ![How to Create a Client 5](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20%20Create%20a%20Client%205.png?width=639&height=204&name=How%20to%20%20Create%20a%20Client%205.png) **NOTE:** Essential client notification messages, such as appointment confirmations and reminders, are mandatory and cannot be disabled on a per-client basis. You can update a client's communication preferences after they are created by following the steps outlined in [this article](https://support.pabau.com/en/pabau2/how-to-adjust-communication-preferences?hsLang=en). #### **Location and Owner:** In the top right corner of the screen, you can designate the client's primary location and owner.  ![How to Create a Client 6](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20%20Create%20a%20Client%206.png?width=499&height=119&name=How%20to%20%20Create%20a%20Client%206.png)   #### **Customize View:** When clicking the "Customize View" button, a window will open with additional configuration settings.    ![How to Create a Client 7](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20%20Create%20a%20Client%207.png?width=613&height=197&name=How%20to%20%20Create%20a%20Client%207.png)   Use this page to customize the client creation modal by ticking or unticking fields on the left-hand side to include or remove them.   ![Screenshot - 2025-07-24T122926.491](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Screenshot%20-%202025-07-24T122926.491.png?width=598&height=359&name=Screenshot%20-%202025-07-24T122926.491.png)   You can also mark fields as required or remove the required status by clicking the asterisk (**\***) icon.   ![Screenshot 2025-07-24 123508](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Screenshot%202025-07-24%20123508.png?width=432&height=477&name=Screenshot%202025-07-24%20123508.png) #### **Final Steps:** Click "**Create**" in the top right corner to complete the client creation process. **NOTE:** We suggest reading our **[Clients](https://support.pabau.com/en/pabau2/clients/clients?hsLang=en)** article for a more in-depth exploration of this topic. --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), 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](http://academy.pabau.com/courses). 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.  - [Home Page](https://support.pabau.com/en/pabau2/home-page?hsLang=en#main-content) - [Home Page](https://support.pabau.com/en/pabau2/home-page?hsLang=en#home-page) - [Account & Billing](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#main-content) - [Account access](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#account-access) - [Account settings](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#account-settings) - [Billing](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#billing) - [Team](https://support.pabau.com/en/pabau2/team?hsLang=en#main-content) - [Team Overview](https://support.pabau.com/en/pabau2/team?hsLang=en#team-overview) - [Adding and Managing Staff Members](https://support.pabau.com/en/pabau2/team?hsLang=en#adding-and-managing-staff-members) - [Staff Permissions](https://support.pabau.com/en/pabau2/team?hsLang=en#staff-permissions) - 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