Instead of spending valuable time searching through different records, Client Summary instantly compiles the most important client information in one place. This makes it the fastest and most efficient way to get up to speed on a new client, especially when they arrive for an appointment.
Step 1: Access Client Summary
To access the Client Summary, navigate to a client card in Pabau. Click on the "Client Summary" button located in the upper-right corner of the page.
A pop-up window will appear, displaying three tabs: Insights, Suggestions, and Alerts.
These tabs allow you to view important client information and receive AI-driven recommendations to enhance client management.
NOTE: For more details on all the tools that are part of Echo AI, please refer to Echo AI Guide.
Step 2: Analyze Client Insights
The Insights tab provides an AI-generated summary of key client details, including:
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Appointment history (total visits, recent visits, cancellations, and missed appointments)
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Financial data (total spending on services, retail products, and packages)
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Client preferences (preferred provider and engagement patterns)
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Client notes and medical history updates
Having these insights readily available allows you to quickly assess a client’s engagement, spending behavior, and treatment history, making it easier to personalize their experience and improve retention.
Step 3: Review Client Suggestions
The Suggestions tab offers AI-driven recommendations based on client habits and preferences. Echo AI analyzes the same client data as in the Insights tab but presents it as actionable suggestions, such as:
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Encouraging clients to explore additional treatments
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Reinforcing positive appointment habits
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Offering personalized promotions based on spending patterns
These tailored suggestions help enhance client engagement, boost retention, and maximize revenue opportunities by offering services that align with their preferences.
Step 4: Monitor Client Alerts
The Alerts tab highlights critical notifications related to a client’s history, including:
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Outstanding balances
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Upcoming appointment reminders
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Required medical history updates
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Frequent cancellations or no-shows
By addressing these alerts proactively, you can improve client communication, reduce potential revenue loss, and ensure a seamless client experience.
To maximize the benefits of Client Summary, regularly check the Insights tab to stay informed about high-value clients and their engagement patterns.
Use the Suggestions tab to personalize client interactions and encourage retention.
Address any Alerts promptly to ensure smooth communication and maintain a strong client relationship.
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.