How to Edit a Client

This article provides a guide on how to edit client details in Pabau. There are two convenient methods to update client information – directly from the client card or through the client list.

1. Through the Client Card:

Log in to your Pabau account and navigate to the client card of the client whose information you want to edit by using the search bar at the top of the screen.

Edit Specific Field:

In the Details section of the card, hover over the field you wish to edit, and the edit option will appear.

NOTE: Note that the Patient ID field cannot be edited.

Edit All Fields:

Hover over "Details" to reveal the option to edit all fields.
Adjust Client Photo:

Click on the client's avatar. In the pop-up, adjust the existing photo.

Upload a new photo by clicking "Upload file."

Delete the current photo through the red button in the upper left corner.

2. Through the Client List:

In the left sidebar menu, go to Clients, then click on Clients again.

Edit Specific Field:

Hover over the field you want to edit in the client list, and an edit option will appear. Click on it and make the necessary changes.
Confirm Changes:

Click on "Save" to confirm the changes.

NOTE: Not all fields can be edited from the client list. A field must be visible on the list for editing to be possible.

By following these steps, you can update and manage client information in Pabau, ensuring your records are always accurate and up to date.

NOTE: We suggest reading our Clients article for a more in-depth exploration of this topic.

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.