---
title: How to Create Custom Views in Invoices, Payments, Appointments, and Quotes Page
description: In this article, we will walk you through how to create and save custom views across these sections, explain what filters are available, and provide real examples your clinic can use to get started. These views can be reused at any time, making it easier to track key metrics, monitor financial activity, and quickly access the information that matters most to your clinic.
---

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# How to Create Custom Views in Invoices, Payments, Appointments, and Quotes Page

## In this article, we will walk you through how to create and save custom views across these sections, explain what filters are available, and provide real examples your clinic can use to get started.

**Table of Contents:**

**[1. Invoices](https://support.pabau.com/en/pabau2/how-to-create-custom-views-in-invoices-payments-and-appointments#Invoices)  
[2. Payments](https://support.pabau.com/en/pabau2/how-to-create-custom-views-in-invoices-payments-and-appointments#Payments)  
[3. Appointments](https://support.pabau.com/en/pabau2/how-to-create-custom-views-in-invoices-payments-and-appointments#Appointments)**  
[4. Quotes](https://support.pabau.com/en/pabau2/how-to-create-custom-views-in-invoices-payments-and-appointments#quotes)

---

### Invoices

#### Step 1: Navigate to Invoices

[Log in to your Pabau account](http://app.pabau.com), and from the left sidebar menu, click on **''Money''**, then select **''[Invoices](https://app.pabau.com/money/invoices?pagination=%7B%22total%22%3A3%2C%22offset%22%3A0%2C%22limit%22%3A50%2C%22currentPage%22%3A1%2C%22showingRecords%22%3A3%7D&searchText=)''** to open the Invoices page.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-12-46-46-8715-PM.png?width=663&height=418&name=image-png-May-18-2026-12-46-46-8715-PM.png)

#### Step 2: Access the ''Add New View'' Panel

Once you're on the Invoices page, click the **“Filter by”** button and select **“Add New View”** to create a custom view.

![How to Create Custom Views in Invoices, Payments, and Appointments2](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments2.webp?width=634&height=308&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments2.webp)

#### Step 3: Create a New View

Once the **''View panel''** opens, you can start defining the filters that will control what appears in your custom view. These conditions let you narrow down the invoice list to show only the records that match your criteria - helping you focus on the data that matters most to your clinic.

#### **How the Conditions Work**

The panel gives you two main filtering sections:

- **“Show invoices that match ALL of these conditions”**  
  Use this section to apply strict filters. Invoices must meet **every condition** added here to appear in the view.
- **“And match ANY of these conditions”**  
  This section is for more flexible filters. Invoices only need to meet **one or more** of the conditions here to be included.

Each condition consists of a few parts:

- First, select whether you want to filter by **Invoice** or **Client** data.
- Next, choose the specific field you want to filter (e.g., invoice date, payment status, client source, location, etc.).
- Depending on the field, you’ll then choose how to match it — for example, selecting a date range, entering a keyword, or picking from a dropdown list of values.

![How to Create Custom Views in Invoices, Payments, and Appointments3](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments3.webp?width=599&height=365&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments3.webp)

You can add multiple filters in either section and combine invoice and client conditions together for more advanced filtering.

#### **Setup Options**

At the bottom of the panel:

- **View Name** - Give your view a clear, descriptive name so it's easy to recognize later.
- **Visibility** - Choose if the view should be:
  
  *private* - visible only to you
  
  *public* - visible to your team
- **Preview** - Click this to see how many invoices currently match your filters.
- **Save** - Once you're happy with your setup, click ''Save'' to make your view available for reuse at any time.

![How to Create Custom Views in Invoices, Payments, and Appointments4](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments4.webp?width=615&height=367&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments4.webp)

#### **Custom View Examples You Can Use**

Here are some practical views you can create and save, along with the exact conditions to set in the **''Add View''** panel. These will help you quickly access key information without repeatedly applying filters.

#### 1. Unpaid Invoices – Last 30 Days

**Purpose:** Monitor all invoices that remain unpaid within the last month.  
**Conditions:**

- **Invoice** → **Payment Status** → Unpaid
- **Invoice** → **Invoice Date** → Last 30 days

![How to Create Custom Views in Invoices, Payments, and Appointments5](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments5.webp?width=638&height=161&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments5.webp)

#### 2. Invoices by Location – This Month

**Purpose:** Track invoices for a specific branch or clinic location.  
**Conditions:**

- **Invoice** → **Location** → \[Select location name\]
- **Invoice** → **Invoice Date** → This month

![How to Create Custom Views in Invoices, Payments, and Appointments6](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments6.webp?width=642&height=154&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments6.webp)

#### 3. High-Value Clients – Last Quarter

**Purpose:** Identify clients who have spent above a certain amount in the last three months.  
**Conditions:**

- **Client** → **Total Sales** → is more than \[amount\]
- **Invoice** → **Invoice Date** → Last quarter

![How to Create Custom Views in Invoices, Payments, and Appointments7](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments7.webp?width=653&height=153&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments7.webp)

#### 4. Clients with Outstanding Balances

**Purpose:** See all clients who owe money, regardless of when the invoice was issued.  
**Conditions:**

- **Client** → **Client Balance** → Greater than 0

![How to Create Custom Views in Invoices, Payments, and Appointments8](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments8.webp?width=650&height=121&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments8.webp)

#### 5. Membership Clients with Upcoming Renewals

**Purpose:** Keep track of clients whose memberships are about to expire.  
**Conditions:**

- **Client** → **Membership Expiration Date** → *In 30 days*

![How to Create Custom Views in Invoices, Payments, and Appointments9](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments9.webp?width=649&height=129&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments9.webp)

By following these steps, you can create and save custom invoice views that make it easier to track payments, monitor performance, and quickly access the information that matters most.

---

### Payments

#### Step 1: Navigate to Payments

[Log in to your Pabau account](http://app.pabau.com), and from the left sidebar menu, click on **''Money''**, then select **''[Payments](https://app.pabau.com/money/payments?pagination=%7B%22total%22%3A9%2C%22offset%22%3A0%2C%22limit%22%3A50%2C%22currentPage%22%3A1%2C%22showingRecords%22%3A9%7D&searchText=)<https://app.pabau.com/money/invoices?pagination=%7B%22total%22%3A3%2C%22offset%22%3A0%2C%22limit%22%3A50%2C%22currentPage%22%3A1%2C%22showingRecords%22%3A3%7D&searchText=>''** to open the Payments page.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-12-47-55-8649-PM.png?width=666&height=425&name=image-png-May-18-2026-12-47-55-8649-PM.png)

#### Step 2: Access the ''Add New View'' Panel

Once you're on the Payments page, click the **“Filter by”** button and select **“Add New View”** to create a custom view.

![How to Create Custom Views in Invoices, Payments, and Appointments11](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments11.webp?width=607&height=314&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments11.webp)

#### Step 3: Create a New View

When the **''View panel''** opens, you can start defining the filters that will control what appears in your custom view. These conditions let you narrow down the payment list to show only the records that match your criteria — helping you focus on the transactions that matter most to your clinic.

#### **How the Conditions Work**

The panel gives you two main filtering sections:

- **Show payments that match ALL of these conditions**  
  Use this section to apply strict filters. Payments must meet every condition added here to appear in the view.
- **And match ANY of these conditions**  
  This section is for more flexible filters. Payments only need to meet one or more of the conditions here to be included.

Each condition consists of a few parts:

1. First, select whether you want to filter by **Payment** or **Client** data.
2. Next, choose the specific field you want to filter (e.g., payment date, amount, payment method, location, etc.).
3. Depending on the field, choose how to match it - for example, selecting a date range, entering a keyword, or picking from a dropdown list of values.

![How to Create Custom Views in Invoices, Payments, and Appointments12](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments12.webp?width=608&height=368&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments12.webp)

You can add multiple filters in either section and combine payment and client conditions together for more advanced filtering.

#### **Setup Options**

At the bottom of the panel:

- **View Name** – Give your view a clear, descriptive name so it's easy to recognize later.
- **Visibility** – Choose if the view should be:
  
  *private* – visible only to you
  
  public – visible to your team
- **Preview** – Click this to see how many payments currently match your filters.
- **Save** – Once you're happy with your setup, click ''Save'' to make your view available for reuse at any time.

![How to Create Custom Views in Invoices, Payments, and Appointments13](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments13.webp?width=657&height=150&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments13.webp)

#### **Custom View Examples You Can Use**

Here are some practical views you can create and save, along with the exact conditions to set in the **''Add View''** panel. These will help you quickly access key payment information without repeatedly applying filters.

#### 1. Payments Received – This Month

**Purpose:** Monitor all payments processed within the current month.  
**Conditions:**

- Payment → Payment Date → This month

![How to Create Custom Views in Invoices, Payments, and Appointments14](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments14.webp?width=639&height=146&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments14.webp)

**NOTE:** You can make the conditions match your clinic’s specific needs - for example, adjusting the date range, payment method, or amount thresholds to suit your reporting preferences.

#### 2. Payments by Method – Last 30 Days

**Purpose:** Track payments received via a specific method (e.g., Cash, Card, Bank Transfer) in the last month.  
**Conditions:**

- Payment → Payment Method → \[Select method\]
- Payment → Payment Date → Last quarter

![How to Create Custom Views in Invoices, Payments, and Appointments15](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments15.webp?width=629&height=144&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments15.webp)

#### 3. High-Value Payments – Last Quarter

**Purpose:** Identify large payments made in the last three months.  
**Conditions:**

- Payment → Amount → is more than \[amount\]
- Payment → Payment Date → Last quarter

![How to Create Custom Views in Invoices, Payments, and Appointments16](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments16.webp?width=643&height=158&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments16.webp)

 

#### 4. Overdue Account Payments

**Purpose:** Track payments made on overdue accounts to monitor collections.  
**Conditions:**

- Payment → Payment Method → Account
- Payment → Payment Date → Last 60 days

![How to Create Custom Views in Invoices, Payments, and Appointments17](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments17.webp?width=636&height=159&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments17.webp)

By following these steps, you can create and save custom payment views that make it easier to monitor transactions, identify trends, and quickly access the information your clinic needs.

---

### Appointments

#### Step 1: Navigate to Appointments

[Log in to your Pabau account](http://app.pabau.com), and from the left sidebar menu, click on **''Money''**, then select **''[Appointments](https://app.pabau.com/money/appointments?pagination=%7B%22total%22%3A4%2C%22offset%22%3A0%2C%22limit%22%3A50%2C%22currentPage%22%3A1%2C%22showingRecords%22%3A4%7D&searchText=&filter_id=)''** to open the Payments page.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-12-48-59-5875-PM.png?width=648&height=448&name=image-png-May-18-2026-12-48-59-5875-PM.png)

 

#### Step 2: Access the ''Add New View'' Panel

Once you're on the Appointments page, click the **“Filter by”** button and select **“Add New View”** to create a custom view.

![How to Create Custom Views in Invoices, Payments, and Appointments19](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments19.webp?width=647&height=286&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments19.webp)

#### Step 3: Create a New View

When the **''View** **panel''** opens, you can begin setting filters that will control which appointments appear in your custom view. These filters let you narrow down the list so you only see appointments that meet your criteria.

#### **How the Conditions Work**

The panel has two main sections for filters:

- **Show appointments that match ALL of these conditions**  
  Use this for strict filters. Appointments must meet every condition listed here to appear in your view.
- **And match ANY of these conditions**  
  Use this for flexible filters. Appointments only need to meet one or more of the conditions here to be included.

Each condition has three parts:

1. First, select whether you want to filter by **Appointment**, **Client**, **Invoice**, or **Service** information.
2. Next, choose the specific field you want to filter (e.g., appointment date, service type, payment status, location, practitioner, etc.).
3. Finally, set how you want to match it — for example, choosing a date range, selecting from a dropdown, or entering a keyword.

You can add as many conditions as you need in either section, and you can combine Appointment, Client, Invoice, and Service filters for more advanced searches.

![How to Create Custom Views in Invoices, Payments, and Appointments20](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments20.webp?width=557&height=332&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments20.webp)

#### **Setup Options**

At the bottom of the panel, you’ll see:

- **View Name** – Give your view a descriptive name so it’s easy to find later.
- **Visibility** – Choose if the view should be:
  
  *private* – only visible to you
  
  *public* – visible to the whole team
- **Preview** – See how many appointments currently match your filters before saving.
- **Save** – Once you’re happy, click **''Save''** to keep this view for future use.

![How to Create Custom Views in Invoices, Payments, and Appointments21](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments21.webp?width=621&height=142&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments21.webp)

#### **Custom View Examples You Can Use**

Here are some examples you can create and save in the Appointments page, along with the exact conditions to set in the **Add View** panel:

#### 1. Today’s Appointments

**Purpose:** Quickly see all appointments scheduled for the current day.  
**Conditions:**

- Appointment → Appointment Date → Today

![How to Create Custom Views in Invoices, Payments, and Appointments22](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments22.webp?width=600&height=178&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments22.webp)

#### 2. Appointments by Practitioner – This Week

**Purpose:** View all upcoming appointments for a specific team member in the current week.  
**Conditions:**

- Appointment → App With → \[Select name\]
- Appointment → Appointment Date → This week

![How to Create Custom Views in Invoices, Payments, and Appointments23](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments23.webp?width=623&height=177&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments23.webp)

#### 3. No-Show Clients – Last Month

**Purpose:** Track clients who missed appointments in the last month.  
**Conditions:**

- Appointment → Status → No Show
- Appointment → Appointment Date → Last month

![How to Create Custom Views in Invoices, Payments, and Appointments24](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments24.webp?width=659&height=173&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments24.webp)

#### 4. Consultations – This Month

**Purpose:** List all consultation-type appointments in the current month.  
**Conditions:**

- Appointment → Service → Consultation
- Appointment → Appointment Date → This month

![How to Create Custom Views in Invoices, Payments, and Appointments25](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments25.webp?width=649&height=156&name=How%20to%20Create%20Custom%20Views%20in%20Invoices%2c%20Payments%2c%20and%20Appointments25.webp)

By following these steps, you can create custom appointment views that make it easier to monitor schedules, manage resources, and identify trends all without repeatedly setting filters.

---

### Quotes

#### Step 1: Navigate to Quotes

[Log in to your Pabau account](http://app.pabau.com), and from the left sidebar menu, click on **''Money''**, then select **''[Quotes](https://app.pabau.com/money/quotes?pagination=%7B%22total%22%3A64%2C%22offset%22%3A0%2C%22limit%22%3A50%2C%22currentPage%22%3A1%2C%22showingRecords%22%3A50%7D&searchText=)''** to open the Quotes page.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-12-49-52-4750-PM.png?width=667&height=445&name=image-png-May-18-2026-12-49-52-4750-PM.png)

#### Step 2: Access the ''Add New View'' Panel

Once you're on the Quotes page, click the **“Filter by”** button and select **“Add New View”** to create a custom view.

![Quotes2](https://support.pabau.com/hs-fs/hubfs/Financials/Quotes2.webp?width=647&height=291&name=Quotes2.webp)

#### Step 3: Create a New View

When the **View panel** opens, you can start setting the filters that determine which quotes will appear in your custom view. These conditions help you narrow down the list to only the records that match your criteria — making it easier to focus on the most relevant quotes.

#### **How the Conditions Work**

The panel includes two main filtering sections:

**“Show quotes that match ALL of these conditions”**  
Use this section to apply strict filters. A quote must meet *every* condition in this section to appear in your view.

**“And match ANY of these conditions”**  
Use this section for more flexible filters. A quote only needs to meet *one or more* of the conditions here to be included.

Each condition has a few parts:

1. Select whether you want to filter by **Quote**, **Invoice**, **Appointment** or **Client** data.
2. Choose the specific field to filter (e.g., quote date, status, location, expiry date, client name, etc.).
3. Depending on the field, choose the matching method — such as selecting a date range, entering a keyword, or picking from a dropdown list.

You can add multiple filters in either section, and you can combine quote and other conditions for advanced filtering.

![Quotes3](https://support.pabau.com/hs-fs/hubfs/Financials/Quotes3.webp?width=594&height=345&name=Quotes3.webp)

#### **Setup Options**

At the bottom of the panel, you’ll see:

- **View Name** – Give your view a clear, descriptive name so you can identify it easily later.
- **Visibility** – Choose whether the view is:
  
    - **private** – visible only to you
    - **public** – visible to your team
- **Preview** – See how many quotes currently match your conditions.
- **Save** – Once satisfied, click **"Save"** to make your view available anytime.

![Quotes9](https://support.pabau.com/hs-fs/hubfs/Financials/Quotes9.webp?width=613&height=140&name=Quotes9.webp)

#### **Custom View Examples You Can Use**

Here are some useful examples of custom views you might create for the Quotes page, with the exact conditions to set:

**1. Expiring Quotes – Next 7 Days**  
Purpose: Track quotes that will expire soon so you can follow up.  
Conditions:

- Quote → Expiry Date → In 7 days

![Quotes4](https://support.pabau.com/hs-fs/hubfs/Financials/Quotes4.webp?width=667&height=143&name=Quotes4.webp)

**2. Pending Signature Quotes**  
Purpose: Monitor all quotes that are awaiting client signature.  
Conditions:

- Quote → Status → Pending Signature

![Quotes5](https://support.pabau.com/hs-fs/hubfs/Financials/Quotes5.webp?width=670&height=143&name=Quotes5.webp)

**3. Quotes by Location – This Month**  
Purpose: Review all quotes issued from a specific location in the current month.  
Conditions:

- Quote → Location → \[Select location name\]
- Quote → Issue Date → This month

![Quotes6](https://support.pabau.com/hs-fs/hubfs/Financials/Quotes6.webp?width=657&height=154&name=Quotes6.webp)

**4. High-Value Quotes – Last Quarter**  
Purpose: Identify large quotes sent out in the past three months.  
Conditions:

- Quote → Email Sent Date → Last Quarter
- Quote → Quote Amount → Is more than \[amount\]

![Quotes7](https://support.pabau.com/hs-fs/hubfs/Financials/Quotes7.webp?width=655&height=147&name=Quotes7.webp)

**5. Unconverted Quotes – Last 30 Days**  
Purpose: See quotes issued in the last month that have not been converted to invoices.  
Conditions:

- Quote → Status → Draft, Published, Pending Signature
- Quote → Issue Date → Last 30 Days

![Quotes8](https://support.pabau.com/hs-fs/hubfs/Financials/Quotes8.webp?width=636&height=151&name=Quotes8.webp)

By following these steps, you can create and save custom quote views that make it easier to track proposals, monitor performance, and quickly access the most relevant data for your business.

---

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)
    - [Staff Profiles and Documents](https://support.pabau.com/en/pabau2/team?hsLang=en#staff-profiles-and-documents)
    - [Clinical Credentials](https://support.pabau.com/en/pabau2/team?hsLang=en#clinical-credentials)
    - [Account Settings](https://support.pabau.com/en/pabau2/team?hsLang=en#account-settings)
    - [Scheduler](https://support.pabau.com/en/pabau2/team?hsLang=en#scheduler)
    - [Roles](https://support.pabau.com/en/pabau2/team?hsLang=en#roles)
    - [Commissions](https://support.pabau.com/en/pabau2/team?hsLang=en#commissions)
    - [Timesheets and Wages](https://support.pabau.com/en/pabau2/team?hsLang=en#timesheets-and-wages)
    - [Teams and Visibility](https://support.pabau.com/en/pabau2/team?hsLang=en#teams-and-visibility)
    - [Leave Management](https://support.pabau.com/en/pabau2/team?hsLang=en#leave-management)
- [Calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/calendar?hsLang=en#getting-started)
    - [Booking Appointments](https://support.pabau.com/en/pabau2/calendar?hsLang=en#booking-appointments)
    - [Managing Appointments](https://support.pabau.com/en/pabau2/calendar?hsLang=en#managing-appointments)
    - [Using the calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#using-the-calendar)
    - [Security settings](https://support.pabau.com/en/pabau2/calendar?hsLang=en#security-settings)
    - [Configuration](https://support.pabau.com/en/pabau2/calendar?hsLang=en#configuration)
    - [General](https://support.pabau.com/en/pabau2/calendar?hsLang=en#general)
    - [Managing payments from the calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#managing-payments-from-the-calendar)
    - [Blockouts](https://support.pabau.com/en/pabau2/calendar?hsLang=en#blockouts)
    - [Creating a clinic list](https://support.pabau.com/en/pabau2/calendar?hsLang=en#creating-a-clinic-list)
    - [Waitlist](https://support.pabau.com/en/pabau2/calendar?hsLang=en#waitlist)
    - [Integrations](https://support.pabau.com/en/pabau2/calendar?hsLang=en#integrations)
    - [Presets](https://support.pabau.com/en/pabau2/calendar?hsLang=en#presets)
- [Clients](https://support.pabau.com/en/pabau2/clients?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/clients?hsLang=en#general)
    - [Client Card](https://support.pabau.com/en/pabau2/clients?hsLang=en#client-card)
    - [Appointments](https://support.pabau.com/en/pabau2/clients?hsLang=en#appointments)
    - [Financials](https://support.pabau.com/en/pabau2/clients?hsLang=en#financials)
    - [Letters](https://support.pabau.com/en/pabau2/clients?hsLang=en#letters)
    - [Gift Vouchers](https://support.pabau.com/en/pabau2/clients?hsLang=en#gift-vouchers)
    - [EMR - Labs](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-labs)
    - [EMR - Client Problems](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-client-problems)
    - [EMR - Forms](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-forms)
    - [EMR - Patch Tests](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-patch-tests)
    - [Care](https://support.pabau.com/en/pabau2/clients?hsLang=en#care)
    - [Plans](https://support.pabau.com/en/pabau2/clients?hsLang=en#plans)
- [Business Details](https://support.pabau.com/en/pabau2/business-details?hsLang=en#main-content)

    - [Business Details](https://support.pabau.com/en/pabau2/business-details?hsLang=en#business-details)
    - [Locations](https://support.pabau.com/en/pabau2/business-details?hsLang=en#locations)
    - [General Settings](https://support.pabau.com/en/pabau2/business-details?hsLang=en#general-settings)
    - [Data](https://support.pabau.com/en/pabau2/business-details?hsLang=en#data)
- [Services & Packages](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#main-content)

    - [Services](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#services)
    - [Packages](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#packages)
    - [Resources](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#resources)
    - [Virtual Services](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#virtual-services)
    - [Classes](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#classes)
    - [Add Ons](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#add-ons)
- [Clinical](https://support.pabau.com/en/pabau2/clinical?hsLang=en#main-content)

    - [Medical Forms](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms)
    - [Medical Form Templates](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-form-templates)
    - [Medical Form Types](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-form-types)
    - [Medical Forms Components & Fields](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms-components-fields)
    - [ePrescriptions](https://support.pabau.com/en/pabau2/clinical?hsLang=en#eprescriptions)
    - [Drugs](https://support.pabau.com/en/pabau2/clinical?hsLang=en#drugs)
    - [Custom Labs](https://support.pabau.com/en/pabau2/clinical?hsLang=en#custom-labs)
    - [Vaccines](https://support.pabau.com/en/pabau2/clinical?hsLang=en#vaccines)
    - [Diagnostic & Billing Codes](https://support.pabau.com/en/pabau2/clinical?hsLang=en#diagnostic-billing-codes)
- [Pabau AI Scribe](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en#main-content)

    - [AI in Treatment Notes](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en#ai-in-treatment-notes)
- [Pabau GO iOS app](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#getting-started)
    - [General](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#general)
    - [Care Pathways](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#care-pathways)
    - [Appointments](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#appointments)
    - [Clients](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#clients)
    - [Pabau Scribe](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#pabau-scribe)
    - [Payments](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#payments)
    - [Leads](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#leads)
    - [Quotes](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#quotes)
    - [Reviews](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#reviews)
- [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en#main-content)

    - [Broadcasts](https://support.pabau.com/en/pabau2/marketing?hsLang=en#broadcasts)
    - [Reviews](https://support.pabau.com/en/pabau2/marketing?hsLang=en#reviews)
    - [Referrals](https://support.pabau.com/en/pabau2/marketing?hsLang=en#referrals)
    - [Gift Cards](https://support.pabau.com/en/pabau2/marketing?hsLang=en#gift-cards)
    - [Loyalty](https://support.pabau.com/en/pabau2/marketing?hsLang=en#loyalty)
    - [Marketing Sources](https://support.pabau.com/en/pabau2/marketing?hsLang=en#marketing-sources)
    - [Capture Forms](https://support.pabau.com/en/pabau2/marketing?hsLang=en#capture-forms)
    - [Workflows](https://support.pabau.com/en/pabau2/marketing?hsLang=en#workflows)
    - [Promotions](https://support.pabau.com/en/pabau2/marketing?hsLang=en#promotions)
    - [Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#automations)
    - [Client Lifecycle & Engagement Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#client-lifecycle-engagement-automations)
    - [Lead Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#lead-automations)
    - [Payments & Billing Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#payments-billing-automations)
- [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#main-content)

    - [Client Notifications](https://support.pabau.com/en/pabau2/communications?hsLang=en#client-notifications)
    - [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#communications)
    - [Sender Address](https://support.pabau.com/en/pabau2/communications?hsLang=en#sender-address)
- [Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#general)
    - [Customize](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#customize)
    - [Analytics](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#analytics)
    - [Client Portal](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#client-portal)
    - [Social Media](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#social-media)
    - [New Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#new-online-bookings)
- [Financials](https://support.pabau.com/en/pabau2/financials?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/financials?hsLang=en#general)
    - [Payment Processing](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-processing)
    - [Invoices](https://support.pabau.com/en/pabau2/financials?hsLang=en#invoices)
    - [Policies](https://support.pabau.com/en/pabau2/financials?hsLang=en#policies)
    - [Quotes](https://support.pabau.com/en/pabau2/financials?hsLang=en#quotes)
    - [Disputes](https://support.pabau.com/en/pabau2/financials?hsLang=en#disputes)
    - [Taxes](https://support.pabau.com/en/pabau2/financials?hsLang=en#taxes)
    - [Discounts](https://support.pabau.com/en/pabau2/financials?hsLang=en#discounts)
    - [Sales History](https://support.pabau.com/en/pabau2/financials?hsLang=en#sales-history)
    - [Payment Links](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-links)
    - [Payments](https://support.pabau.com/en/pabau2/financials?hsLang=en#payments)
    - [Payment Processing (Updated)](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-processing-updated)
- [Card Terminals](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#main-content)

    - [Setting up the Pabau Pay Card Terminal](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#setting-up-the-pabau-pay-card-terminal)
    - [Wallet](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#wallet)
    - [Card Terminal Troubleshooting](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#card-terminal-troubleshooting)
- [Products & Stock](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#main-content)

    - [Products](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#products)
    - [Inventory](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#inventory)
    - [Orders](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#orders)
    - [Inventory Movement](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#inventory-movement)
- [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/leads?hsLang=en#general)
    - [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en#leads)
    - [Pipelines](https://support.pabau.com/en/pabau2/leads?hsLang=en#pipelines)
- [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/analytics?hsLang=en#general)
    - [Custom Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#custom-reports)
    - [Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#reports)
- [Memberships](https://support.pabau.com/en/pabau2/memberships?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/memberships?hsLang=en#getting-started)
    - [General](https://support.pabau.com/en/pabau2/memberships?hsLang=en#general)
    - [Selling memberships online & at POS](https://support.pabau.com/en/pabau2/memberships?hsLang=en#selling-memberships-online-at-pos)
- [Activities](https://support.pabau.com/en/pabau2/activities?hsLang=en)
- [App Marketplace (Integrations)](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#general)
    - [Payments & Accounting](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#payments-accounting)
    - [UAE (Emirates ID and NABIDH)](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#uae-emirates-id-and-nabidh)
- [FAQs & Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#main-content)

    - [FAQs](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#faqs)
    - [Glossary of Pabau terminology](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#glossary-of-pabau-terminology)
    - [Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#troubleshooting)
- [Developer & Other](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#main-content)

    - [Labs & Pharmacies](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#labs-pharmacies)
    - [Objects](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#objects)
- [Migrating Your Data to Pabau](https://support.pabau.com/en/pabau2/migrating-your-data-to-pabau?hsLang=en)
- [Pabau Account Optimization](https://support.pabau.com/en/pabau2/pabau-account-optimization?hsLang=en)
- [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#main-content)

    - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#client-portal-guide)
    - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started)
    - [Appointments](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#appointments)
    - [Payments and Cards](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#payments-and-cards)
    - [Packages, Vouchers and Loyalty](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#packages-vouchers-and-loyalty)
    - [Your Details, Forms and Documents](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#your-details-forms-and-documents)
- [Best Practices](https://support.pabau.com/en/pabau2/best-practices?hsLang=en)
- [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal?hsLang=en)
- [Compliance](https://support.pabau.com/en/pabau2/compliance?hsLang=en)
- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started)
    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases)
    - [Forms & templates](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#forms-templates)
    - [Prescriptions](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#prescriptions)
- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

    - [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#labels)
- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel)
    - [SMS](https://support.pabau.com/en/pabau2/engage?hsLang=en#sms)
    - [Phone Calls](https://support.pabau.com/en/pabau2/engage?hsLang=en#phone-calls)
    - [Porting Your Numbers](https://support.pabau.com/en/pabau2/engage?hsLang=en#porting-your-numbers)
    - [WhatsApp](https://support.pabau.com/en/pabau2/engage?hsLang=en#whatsapp)
    - [Email](https://support.pabau.com/en/pabau2/engage?hsLang=en#email)
    - [Fax](https://support.pabau.com/en/pabau2/engage?hsLang=en#fax)
    - [Facebook & Instagram](https://support.pabau.com/en/pabau2/engage?hsLang=en#facebook-instagram)
    - [Routing & Automation](https://support.pabau.com/en/pabau2/engage?hsLang=en#routing-automation)
    - [Billing & Usage](https://support.pabau.com/en/pabau2/engage?hsLang=en#billing-usage)
- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk)
    - [Insurance Billing (US)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-us)
    - [Insurance Billing (Australia)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-australia)
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- [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en)
- [Ultrasound Configuration (DICOM Setup)](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#main-content)

    - [GE Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#ge-ultrasound-machines)
    - [Mindray Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#mindray-ultrasound-machines)
    - [Samsung Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#samsung-ultrasound-machines)
    - [Philips Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#philips-ultrasound-machines)
    - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds)

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