How to Edit Client Details in the Client Card

This article explains how you can edit client details in the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the search bar at the top of the page to search for a client. Type at least three letters for the client to appear.

Step 2: Edit Details

The client details are listed on the left-hand side. To edit them, hover over the field, and the edit icon will appear. By clicking on it, you will be able to edit the text.

NOTE: The client email and Patient ID fields cannot be edited.

To learn more about creating custom fields in Pabau, review this article.

By following these steps, you can edit client details on the client card.

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.