This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the How to Write a Treatment Note From the Client Card (Classic) guide instead.
Step 1: Access the Client Card
Start by logging into your Pabau account using your login credentials. Then, open the client card by either using the search bar at the top of the screen or locating your client from the Clients page.
Step 2: Navigate to the Create Button
Once you access the client card, navigate to the bottom right corner of the screen and click the Create button, represented as a blue plus sign. This will reveal the actions you can take.
Step 3: Write a Treatment Note
The option to write a treatment note is listed on the Create menu; click Treatment note to proceed.
Step 4: Select Template
The Create Treatment Note window lists all the treatment note templates you’ve created in the system. Use the search bar to find a template by name, or open the Favorites tab to see the templates you’ve starred. Click your preferred template to continue.
Step 5: Complete Treatment Note
Now you can fill out all the necessary fields in the treatment note. You can also link the note to an appointment and change the treatment date from the note’s header. When you’re done, click the "Save Form" button at the bottom of the screen to save the treatment note to the client card — or click "Save as draft" to finish it later.
The treatment note will be stored in the EMR section of the client card (labelled Chart for US businesses), under Treatment notes.
By following these steps, you can easily write a treatment note from the Client Card.
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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.