--- title: How to Customize the Layout of the Client Creation Form description: In this article, we’ll show you how to customise the layout of the client creation form in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-customise-the-layout-of-the-client-creation-form#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. [Client Card](https://support.pabau.com/en/pabau2/clients?hsLang=en#client-card) # How to Customize the Layout of the Client Creation Form ## In this article, we’ll show you how to customize the layout of the client creation form in Pabau. This allows you to organize the order of fields, group them more effectively, and personalize the client onboarding experience to better suit your clinic’s needs. #### Step 1: Access the Customization Screen There are **two ways** to access the client creation layout customisation: - **Option 1: From the Create Client Modal** Log into your Pabau account and click on the **''+ Create''** button, then select **''Client'**' to open the client creation modal. ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-14-2026-12-14-54-7962-PM.png?width=1217&height=622&name=image-png-May-14-2026-12-14-54-7962-PM.png) In the top right corner, click **''Customize View.''** A configuration window will open where you can customise the layout. ![How to Customise the Layout of the Client Creation Form222](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Customise%20the%20Layout%20of%20the%20Client%20Creation%20Form222.webp?width=612&height=283&name=How%20to%20Customise%20the%20Layout%20of%20the%20Client%20Creation%20Form222.webp) - **Option 2: From the Fields Setup Menu** Go to the left-hand menu and click on **''Setup.''** From there, under the Business section click ''[Fields''](https://app.pabau.com/setup/custom-fields).  ![image-png-May-14-2026-10-07-58-0140-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-14-2026-10-07-58-0140-AM.png?width=670&height=289&name=image-png-May-14-2026-10-07-58-0140-AM.png) #### Step 2: Open the ''Customize Create Screen'' Inside the **''Fields''** section, click on **''Customize Create Screen.''** This will open a layout where you can view and manage all the fields used when creating a client card. #### ![How to Remove Mandatory Fields When Creating a Client Card2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Remove%20Mandatory%20Fields%20When%20Creating%20a%20Client%20Card2.webp?width=583&height=227&name=How%20to%20Remove%20Mandatory%20Fields%20When%20Creating%20a%20Client%20Card2.webp) #### Step 3: Customize the Layout When the screen opens, you’ll see two main panels that allow you to control how the client creation form is structured. ![How to Customise the Layout of the Client Creation Form1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Customise%20the%20Layout%20of%20the%20Client%20Creation%20Form1.webp?width=630&height=299&name=How%20to%20Customise%20the%20Layout%20of%20the%20Client%20Creation%20Form1.webp) On the **left-hand side**, you’ll find a list of all available field groups used to collect client information. These include: #### Contact Info - **Email -** The client’s email address used to send booking confirmations, reminders, invoices, forms, marketing emails, and other communication from the clinic. - **Phone Number** - Landline contact number. - **Cell** - Mobile number used for SMS reminders and two-way messaging. #### Address Allows you to collect address-related data, including: - **House Number/Street** - **City/Town** - **Country** - **State** - **ZIP Code** This is useful for clinics that need physical address information for correspondence or internal records. #### General The General group contains key client-related fields such as: - **Specific Skin Condition / Goal** - Helps track treatment goals. - **Emergency Contact** - A designated contact in case of emergency. #### Primary Care Details Relevant for medical clinics that coordinate care: - **Primary Care Physician Name** - **Primary Care Clinic Name** These fields ensure your clinic has visibility into a client’s existing medical support network. #### Additional General Fields Includes more optional client-related fields such as: - **Next of Kin** - **Laser Treatment Preference** - **Assigned Doctor** - **Client Alerts** - **Weight** and **TestWeight** You can expand or collapse each group using the dropdown arrows. Tick or untick individual fields to control whether they appear on the client creation form. **NOTE:** Some fields such as First Name and Last Name are fixed and cannot be moved or removed to ensure that essential data is always captured. On the **right-hand side**, you’ll see a live preview of the client creation screen. This preview updates in real-time based on your selections on the left. It shows you how the form will be presented to users when creating a new client card. ![How to Customise the Layout of the Client Creation Form2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Customise%20the%20Layout%20of%20the%20Client%20Creation%20Form2.webp?width=602&height=513&name=How%20to%20Customise%20the%20Layout%20of%20the%20Client%20Creation%20Form2.webp) From here, you can also mark specific fields as mandatory by clicking the star icon next to the field name. **NOTE:** To learn more about how to include or remove mandatory fields from the client creation screen, check out [this article.](https://support.pabau.com/en/pabau2/how-to-remove-mandatory-fields-when-creating-a-client-card?hsLang=en) #### Step 4: Save the Layout Once you’re happy with the layout changes, click ''Save View'' in the top right corner to apply and save your custom layout. ![How to Customise the Layout of the Client Creation Form3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Customise%20the%20Layout%20of%20the%20Client%20Creation%20Form3.webp?width=632&height=218&name=How%20to%20Customise%20the%20Layout%20of%20the%20Client%20Creation%20Form3.webp) By following these steps, you can easily customise how your client creation form is structured, helping your team work more efficiently and provide a smoother onboarding experience. --- 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. 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