Step 1: Navigate to Fields
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 Details Sidebar''
Within the ''Fields'' section, click ''Customize Details Sidebar''. You will be redirected to a sample client card, where you can adjust the layout of the details sidebar. Any changes you make here will be saved and reflected on the client card for all clients, ensuring a consistent view across your account.
Step 3: Access Client Details
After opening the client card, access the client details on the left-hand side. To start rearranging the fields, hover over Details and click ''Customize Fields''.
NOTE: For more information about the Client Card and its available options, please refer to this article.
Step 3: Customize Details Sidebar
Once you're in the customization mode, you'll notice drag-and-drop handle next to each field under ''Client Details''. Simply drag the field and drop it to your preferred location, whether it's under Patient Details or any other section.
Scroll further down to view the ''Custom Detail Categories''. You can also reorder these categories by dragging and dropping them using the reorder icon next to each one.
Additionally, you can pin specific sections to the top for easier access and better visibility by clicking the pin icon next to the section name.
Step 4: Save the Changes
After finishing the rearranging, scroll down to the bottom and click "Done" to apply your changes.
By following these steps, you'll successfully customize the details sidebar in the client card to fit your preferences.
For more guides, 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. 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.