How to add a new summary to the client card

This article covers creating different views for the Summary tab on the client card.

The Summary tab allows you to bring out the client information most vital for your practice. It's login specific and easily adjustable.

1. Open any client card.
   
2. Click on the button on the right side of the Summary tab.
   
3. Click on Add new view.
   
4. On the left side of the screen are the widgets you can use for building a view.
   
   Click on the ones you want to add. Drag-and-drop them by the three-line icon on the far left of each widget to arrange their order.
   As you make changes, your view will be shown on the right side of the screen.
5. When done, name the view in the upper left corner.
   
6. Click on Save in the upper right corner to confirm.
   

Note: To switch between different views, click on the button on the right side of the Summary tab.

Also, hovering over a view will reveal the Set as default view button. Mark your preferred view to always default to that one.