This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the How to Create a Document Folder (Classic) guide instead.
Step 1: Navigate to the Client Card
Start by logging in to your Pabau account, then use the search bar at the top of the screen to find the client — type at least three letters of their name and Pabau will filter the results as you type.
Step 2: Open the Documents Section
Click the "EMR" tab (labelled "Chart" for US businesses), then click the "Documents" card.
Step 3: Create a New Folder
Click the "Create" button in the top-right corner and select "New folder" from the dropdown.
In the "New folder" window, enter a name in the "Folder name" field and click "Create folder".
The new folder appears at the top of the list, above the client’s files.
Folders sit at the top level of the Documents section — you can’t create a folder inside another folder. You can also create a folder while moving a document; see How to Move a Document to a Folder (New Client Card).
By following these steps, you can create a new folder in the Documents section of the client card.
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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.