This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the How to Rename a Document Folder (Classic) guide instead.
Step 1: Navigate to the Client Card
Start by logging in to your Pabau account, then use the search bar at the top of the screen to find the client — type at least three letters of their name and Pabau will filter the results as you type.
Step 2: Open the Documents Section
Click the "EMR" tab (labelled "Chart" for US businesses), then click the "Documents" card.
Step 3: Rename the Document Folder
Locate the folder you want to rename and click the three-dot menu on the far right of its row, then select "Rename".
In the "Rename folder" window, update the name in the "Folder name" field and click "Save".
The folder is renamed straight away — the documents inside it are not affected.
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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.