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How to Edit a Client (New Client Card)

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.

This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the How to Edit a Client (Classic) guide instead.

1. Through the Client Card

Log in to your Pabau account and use the search bar at the top of the screen to find the client whose information you want to edit, then open their client card.

Searching for a client using the search bar at the top of the screen

  • Edit a specific field:

    In the Details section on the left of the card, hover over the field you wish to edit and click the pencil icon that appears (you can also click the value itself). Make your change, then click “Save”.

    How to Edit a Client 1

NOTE: The Client ID field cannot be edited.

  • Edit all fields:

    Click the pencil icon next to the “Details” heading to open the full edit form, where you can update every field in one place.

    How to Edit a Client 2
  • Adjust the client photo:

    Hover over the client’s photo and click “Edit”. In the pop-up, click “Choose photo” to upload a new image (a square JPG or PNG up to 5 MB works best), then click “Save”.

2. Through the Client List

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

Navigating to the Clients page from the left sidebar menu

  • Select the clients to edit:

    Tick the checkbox next to the client(s) you want to edit, then click the pencil icon that appears next to “X Selected” above the list. This opens the Bulk Edit panel.

    How to Edit a Client 4

In the Bulk Edit panel, each field defaults to “Keep current value”. Click the dropdown next to the field you want to change (e.g. Labels, Client source, Gender, Client location, Active or Client owner) and select the new value.

How to Edit a Client 5
  • Confirm the changes:

    Click “Edit 1 Client” (the button shows the number of clients selected, e.g. “Edit 3 Clients”) to apply the changes.

NOTE: Only a set list of fields — including your custom fields — can be edited in bulk from the client list. To change any other details, open the client’s card.

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.

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.