---
title: How to Create Third Parties
description: In this article, we'll cover the creation of third parties, including companies, insurance providers, and pharmacies.
---

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# How to Create Third Parties

## In this article, we'll cover the creation of third parties, including companies, insurance providers, and pharmacies.

#### **Step 1: Navigate to Third Parties**

Start by [logging into your Pabau account](https://app.pabau.com/). Click on [Setup](https://app.pabau.com/setup) in the left sidebar menu, then click on "**Other**", and select [Third Parties](https://app.pabau.com/setup/third-parties).

**![](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-04-57-32-1112-PM.png?width=645&height=326&name=image-png-May-22-2026-04-57-32-1112-PM.png)**

#### **Step 2: Create a Third Party**

Click the **Create Third Party** button in the top-right corner.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-04-58-09-2914-PM.png?width=670&height=219&name=image-png-May-22-2026-04-58-09-2914-PM.png)

In the window that appears, select the type of third party you want to create — **Company**, **Insurance Provider**, or **Pharmacy**.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-04-59-10-5417-PM.png?width=398&height=530&name=image-png-May-22-2026-04-59-10-5417-PM.png)

Then, enter the required information such as the name, provider number (if applicable), contact details, and address.

Once completed, click **Create** in the top-right corner to save the third party.

#### Step 4: Link Third Parties with Clients

To associate a third party — like a pharmacy, insurer, or employer with a client:

1. Go to the client’s **Client Card**.
2. Hover over the client's avatar and click the **arrow** that appears.
3. Choose the type of relationship you'd like to add.
4. Search for the third party and click **Add** to link it to the client.

**NOTE**: The button may say "Link" or another term based on the type of third party.

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Linking third parties to clients helps you manage workflows more efficiently. For example:

- Send prescriptions directly to the client's preferred pharmacy.
- Bill an insurance provider or employer on behalf of the client.

By following these steps, you can successfully create and manage third parties 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.

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. 

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- [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)
    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
- [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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Copyright © 2025, Pabau

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