This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the How to Use the Dynamic Create Menu in the Client Card (Classic) guide instead.
The Create menu gives you one place to start anything for the client you’re viewing — emails, SMS, letters, treatment notes, consent forms, lab requests, prescriptions, sales, quotes, activities and education.
The menu also adapts to the client on screen: any option that can’t be used yet (for example, emailing a client with no email address on file) appears greyed out, with a short explanation of what’s missing.
Step 1: Navigate to the Client Card
Start by logging into your Pabau account using your login credentials. Then, navigate to the search bar located at the top of the screen and search for your client by typing their name. Click their name in the search results to access their client card.
Step 2: Click the "Create" Button
Click the blue Create button (+) in the bottom-right corner of the client card. A menu opens listing everything you can create from here.
TIP: Just above the Create button there’s a smaller calendar button — click it to book an appointment for this client in the calendar.
Step 3: Choose What to Create
The menu contains the following options:
- Communication — opens a submenu with Email, SMS and Letter. Use the back arrow to return to the main list.
- Treatment note — start a new treatment note.
- Consent form — create a consent form.
- Lab request — request bloods or diagnostics from a lab.
- Prescription — prescribe medication with allergy and interaction checks.
- Sale — take a payment or raise an invoice in the point of sale.
- Quote — create a quote. You’re taken to the client’s Financials > Quotes view, where the new quote appears once saved.
- Activity — log a call, an email or anything else.
- Education — send aftercare, precare or any other education.
- Dictation — record a voice clip (shown only when dictation is enabled for your account).
NOTE: Emails and SMS open in a compact window, so you can keep working in the client card while you write. Prescriptions and letters open full screen, as they need more space.
Step 4: Understand Why an Option Is Unavailable
If an option is greyed out, hover over it to see why. For example:
- Email requires an email address on the client’s file.
- SMS requires both a mobile number and an email address on file.
- Sale and Quote require the matching user permissions for creating invoices and quotes.
This menu is designed to make your workflow within Pabau smoother and more intuitive.
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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.