---
title: How to Create Client Views
description: In this article, we'll cover how you can create client views to filter your clients based on various conditions.
---

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# How to Create Client Views

## In this article, we'll cover how you can create client views to filter your clients based on various conditions.

#### **Step 1: Navigate to Clients**

[Log in to your Pabau account](http://app.pabau.com/), navigate to the **"Clients"** feature from the menu on the left-hand side, and then from the dropdown menu, select "[Clients](https://app.pabau.com/clients)" again.

![image-png-May-13-2026-03-21-46-5048-PM](https://support.pabau.com/hs-fs/hubfs/image-png-May-13-2026-03-21-46-5048-PM.png?width=670&height=484&name=image-png-May-13-2026-03-21-46-5048-PM.png)

#### **Step 2: Filter Clients**

Once in the Clients feature, go to the top right corner next to the search bar and click on the **"Filter"** button. A dropdown menu will appear, showing all the views already created in the system. 

**![How to Create Client Views\_1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20Client%20Views_1.webp?width=582&height=373&name=How%20to%20Create%20Client%20Views_1.webp)**

#### **Step 3: Create View**

If you want to add a new view to your clients, go to the top right corner next to the search bar and click on the **"Filter"** button. From the dropdown menu, select **"Add new view."** Once the prompt appears, you can select the criteria for the view.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-14-2026-08-16-40-8862-AM.png?width=670&height=394&name=image-png-May-14-2026-08-16-40-8862-AM.png)

In the first section, conditions that all clients in the list should match can be set.

 In the second section, ***"And match ANY of these conditions,"*** additional conditions can be added to further specify the clients on the list. Clients will be included if they match any of these conditions, even if they don't meet all the criteria.

Add a name for the client view that reflects the conditions set. Choose whether the view will be visible only to the creator or to all users in the account.

Click on **"Save"** in the bottom right corner to save the view. 

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-14-2026-08-17-25-7357-AM.png?width=616&height=506&name=image-png-May-14-2026-08-17-25-7357-AM.png)

 

#### **Step 4: Adjust Columns**

To adjust the columns and modify the client information displayed in the client list, simply go to the top right corner and click on **"Edit columns."** From here, you can select which information you want to see first when opening this client view.

 

**![How to Create Client Views\_2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20Client%20Views_2.webp?width=461&height=477&name=How%20to%20Create%20Client%20Views_2.webp)**

Once you've finished editing, you can apply the filter, and you'll have a filtered view of your clients for improved visibility in the system.

To return to the default view of all clients, simply click the filter again and select **"Clear All."**

 

![How to Create Client Views\_3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20Client%20Views_3.webp?width=670&height=301&name=How%20to%20Create%20Client%20Views_3.webp)

By following these steps, you can create and manage client views in your Pabau account. 

---

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.

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