How to Customise the Layout of the Client Creation Form

Step 1: Access the Customisation 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.

  

  
  In the top right corner, click ''Customize View''. A configuration window will open where you can customise the layout.
  
  

• Option 2: From the Fields Setup Menu
  Go to the left-hand menu and click on ''Setup''. From there, click on Data under the Business section and choose ''Fields''. 
  
  

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.

Step 3: Customise the Layout

When the screen opens, you’ll see two main panels that allow you to control how the client creation form is structured.

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.

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.

From here, you can also mark specific fields as mandatory by clicking the star icon next to the field name.

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.

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.

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