How to Manage Client Visibility Settings (New Client Card)

Step 1: Access the Client Card

Start by logging in to your Pabau account, then navigate to the Client Card of the client you want to update by using the search bar at the top of the screen.

Step 2: Open the Visibility & Ownership Settings

On the client card, click the grid icon just above the client’s avatar to open the Visibility & ownership window. Hovering over the icon shows “Client card visibility rules and permissions”.

Step 3: Select the Client Visibility

Under Who can see this client, choose the appropriate visibility setting:

• Owners Only - Only the client’s owner and administrators can see and edit the client record.
• Default Team - Members of the selected team, along with administrators, can see and edit the client record. Choosing this option adds a Team field under Details & assignment where you pick the team.
• Anyone with appointment - Any user who has booked an appointment with the client can see and edit the client record.
• This location only - Users who have access to the client’s location can see and edit the client record.
• Healthcare Professionals - All clinicians (healthcare professionals) within your company can see the client record.
• Public - All users within the company can see and edit the client record.

Step 4: Set Details & Assignment

Under Details & assignment, set the following:

• Team - Shown only when Default Team is selected. Members of this team can see the client.
• Location - The client’s primary visited location.
• Primary owner - The main point of contact for this client.

Click Save changes to apply the new visibility settings. The button becomes available once you’ve changed something, and a confirmation message appears when the update is saved.

By following the steps above, you can control who has visibility into a client’s record and assign the right team members to manage it, keeping client data secure and organised.