--- title: How to Manage Cases description: In this article, we will show you how to view, update, and track cases from start to finish. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-manage-cases#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en) 3. [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases) # How to Manage Cases ## In this article, we will show you how to view, update, and track cases from start to finish. **NOTE:** Cases is part of the **Care Plus** plan. If you do not see **Cases** under **Clients** in the sidebar, speak to your account manager about upgrading. #### **Step 1: Navigate to the Clients Tab** Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the left sidebar menu and click the **'Clients'** tab to expand it. This will reveal the **'Cases'** sub-tab. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-12-2026-11-07-19-4710-AM.png?width=670&height=224&name=image-png-Aug-12-2026-11-07-19-4710-AM.png) #### **Step 2: View Case Details** When you access the Cases page, you’ll see all cases created so far. Click on any case to view its details. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-09-25-28-2759-AM.png?width=670&height=151&name=image-png-Aug-14-2026-09-25-28-2759-AM.png) When you open a case, you’ll get a full view of its details. The case number appears at the top left, and the case owner is shown at the top right of the screen. ![Screenshot 2026-08-14 112558](https://support.pabau.com/hs-fs/hubfs/Screenshot%202026-08-14%20112558.png?width=670&height=323&name=Screenshot%202026-08-14%20112558.png) Right below, on the top-right side of the screen, you’ll see two options: - **Convert Case:** Use this option to turn the case into another type of record or workflow if it needs to be reclassified. For example, a client complaint case could be converted into an internal escalation or follow-up task. - **Mark as Closed:** Click this when the case has been fully resolved. This updates the case status, ensuring it’s no longer active but still saved for records and reporting. ![Screenshot 2026-08-14 112837](https://support.pabau.com/hs-fs/hubfs/Screenshot%202026-08-14%20112837.png?width=670&height=121&name=Screenshot%202026-08-14%20112837.png) #### **Step 3: Update Case Stage** To update the case stage, simply click the appropriate stage name from the options displayed at the top of the screen. The case will move to the selected stage automatically. The stages shown are based on [the case type](https://support.pabau.com/en/pabau2/how-to-create-case-types?hsLang=en)assigned to the case. ![image-png-Aug-14-2026-09-30-01-8780-AM](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-09-30-01-8780-AM.png?width=670&height=123&name=image-png-Aug-14-2026-09-30-01-8780-AM.png)   #### **Step 4: Activitiy Tab** The **Activity** panel on the right is the case history. Use the tabs to narrow it to **Communications**, **Notes**, **Forms**, **Attachments** or **Appointments**. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-11-35-20-8487-AM.png?width=670&height=270&name=image-png-Aug-14-2026-11-35-20-8487-AM.png) Click **'Take a note'** to add a note to the case. ![click-to-take-note](https://support.pabau.com/hs-fs/hubfs/click-to-take-note.jpg?width=670&height=125&name=click-to-take-note.jpg) #### **Step 5: Edit Case** To edit the case information, simply click on the field you'd like to edit.     ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-45-40-2393-AM.png?width=317&height=459&name=image-png-Aug-14-2026-10-45-40-2393-AM.png) From here, you can: - Add additional clients involved - Enter or update the **Reported By** information - Enter or update the **Case Description** #### **Step 6: Add or Remove People** The **People** card lists every client attached to the case. Click + to search for another client and add them, or the × beside a name to remove them. Click any name to open their client card alongside the case. ![people-cases](https://support.pabau.com/hs-fs/hubfs/people-cases.jpg?width=372&height=575&name=people-cases.jpg) **NOTE:** A case must keep at least one client, so the remove button is hidden when only one person is attached. #### **Step 7: Add Attachments** When you scroll down, you’ll find the option to add attachments related to the case on the left-hand side. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-46-53-4433-AM.png?width=437&height=291&name=image-png-Aug-14-2026-10-46-53-4433-AM.png) Clicking **'Add Attachment'** opens a pop-up window where you can choose to upload a file either from the client record or directly from your device. **![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-47-11-1208-AM.png?width=543&height=282&name=image-png-Aug-14-2026-10-47-11-1208-AM.png)** After selecting the file, click the **'Attach'** button to finalize.  If you want attachments to be automatically added to the case, enable the Sync toggle. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-47-48-2267-AM.png?width=447&height=290&name=image-png-Aug-14-2026-10-47-48-2267-AM.png)     #### **Step 8: Add Forms** Below the attachments section, you’ll also see the option to attach forms. To add a form to the case, click the **'Add Forms'** button. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-49-18-4711-AM.png?width=447&height=290&name=image-png-Aug-14-2026-10-49-18-4711-AM.png) A pop-up window will open where you can select which form to attach to the case from the client record. Clicking the Search form field opens a dropdown showing all forms saved on the client card. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-49-39-1875-AM.png?width=458&height=337&name=image-png-Aug-14-2026-10-49-39-1875-AM.png) Once you've selected the form, click the **'Save'** button to attach the form. To automatically attach any forms saved in the client card to this case, enable the Sync toggle. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-51-14-5508-AM.png?width=442&height=82&name=image-png-Aug-14-2026-10-51-14-5508-AM.png) After saving the form, return to the case, and it will be recorded in the Activity section. The blue plus sign icon will now appear greyed out, indicating that the form has been added. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-17-2026-07-36-48-0633-AM.png?width=650&height=291&name=image-png-Aug-17-2026-07-36-48-0633-AM.png) #### **Step 9: Link Appointments** Below the forms section, you’ll find the **Appointments** section. Here, you can link any relevant appointments to the case by clicking the **'+ Add Appointment'** button. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-54-05-9107-AM.png?width=442&height=287&name=image-png-Aug-14-2026-10-54-05-9107-AM.png) A pop-up window will appear where you can search for relevant appointments by clicking the Search appointment field. A dropdown will display all appointments for that client—simply select the one you want to link. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-14-2026-10-54-57-4921-AM.png?width=563&height=362&name=image-png-Aug-14-2026-10-54-57-4921-AM.png) Click **'Save'** to attach the form.  #### Step 10: **Close the Case** When the case is resolved, click **Mark As Closed** in the top-right. Choose an **Outcome** and confirm with **Close case**. ![The Close case window](https://support.pabau.com/hubfs/kb/19-close-case-modal.png) **NOTE:** An outcome is required. Without one you will see *"Please select an outcome."* The outcomes offered come from the case type. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), browse the related articles below or use the search bar at the top of the page. 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