--- title: New Client Card (Guides) description: All guides for the new Client Card in one place — client management, appointments, financials, medical records, communications and more. --- [Skip to content](https://support.pabau.com/en/pabau2/new-client-card-guides#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) # New Client Card (Guides) ## In this article, you will find all guides related to the new Client Card interface, covering everything from client management and appointments to financials, medical records, communications, and more. Your complete guide hub for the Pabau client card. Since 30 September 2026 the new client card is the client card for every clinic: the classic card has been retired, and any old link to a client opens the new card instead. Pick a topic below to jump straight in. **NOTE:** Some guides still say the new client card is available to selected clinics, or point you to a "(Classic)" version. You can ignore that: every clinic now uses the new client card, so the guides listed here are the ones to follow. #### **Client Management** - [Overview of Clients and Client Card](https://support.pabau.com/en/pabau2/overview-of-clients-and-client-card-0?hsLang=en) - [Clients](https://support.pabau.com/en/pabau2/clients/clients-0?hsLang=en) - [How to Edit a Client](https://support.pabau.com/en/pabau2/how-to-edit-a-client-0?hsLang=en) - [How to Delete a Client](https://support.pabau.com/en/pabau2/how-to-delete-a-client-1?hsLang=en) - [How to Merge Client Records](https://support.pabau.com/en/pabau2/how-to-merge-client-records-0?hsLang=en) - [How to Assign a Label to a Client](https://support.pabau.com/en/pabau2/how-to-assign-a-label-to-a-client-0?hsLang=en) - [How to Remove a Label from a Client](https://support.pabau.com/en/pabau2/how-to-remove-a-label-from-a-client-0?hsLang=en) - [How to Deactivate a Client](https://support.pabau.com/en/pabau2/how-to-deactivate-a-client-0?hsLang=en) - [How to Block Clients from Booking](https://support.pabau.com/en/pabau2/how-to-block-clients-from-booking-0?hsLang=en) - [How to Customize the Details Sidebar in the Client Card](https://support.pabau.com/en/pabau2/how-to-customize-the-order-of-the-fields-in-the-client-card-0?hsLang=en) - [How to Configure the Summary View in Client Card](https://support.pabau.com/en/pabau2/how-to-configure-the-summary-view-in-client-card?hsLang=en) - [How to Use the Create Button in the Client Card](https://support.pabau.com/en/pabau2/how-to-use-the-create-button-in-the-client-card-new-client-card?hsLang=en) - [How to Use the Dynamic Create Menu in the Client Card](https://support.pabau.com/en/pabau2/how-to-use-the-dynamic-create-menu-in-the-client-card-0?hsLang=en) - [How to Generate a Full Client Data Export Using Print Details](https://support.pabau.com/en/pabau2/how-to-generate-a-full-client-data-export-using-print-details-0?hsLang=en) - [How to Adjust Communication Preferences in the Client Card](https://support.pabau.com/en/pabau2/how-to-adjust-communication-preferences-0?hsLang=en) - [How to Use Client Summary](https://support.pabau.com/en/pabau2/how-to-use-client-summary-0?hsLang=en) - [How to Manage Client Visibility Settings](https://support.pabau.com/en/pabau2/how-to-manage-client-visibility-settings-new-client-card?hsLang=en) - [How to Show or Hide Client Card Fields Using Conditional Logic](https://support.pabau.com/en/pabau2/how-to-manage-custom-fields-on-the-client-card-new-client-card?hsLang=en) - [How to See Who Else Is Viewing a Client Card](https://support.pabau.com/en/pabau2/how-to-see-who-else-is-viewing-a-client-card-new-client-card?hsLang=en) - [How to See Clients Synced Across Your Clinics](https://support.pabau.com/en/pabau2/how-to-see-clients-synced-across-your-clinics-new-client-card?hsLang=en) - [How to Print Client Labels](https://support.pabau.com/en/pabau2/how-to-print-client-labels-new-client-card?hsLang=en) - [How to Manage Client Alerts and Notes](https://support.pabau.com/en/pabau2/how-to-manage-client-alerts-and-notes-new-client-card?hsLang=en) - [Understanding the Activities Tab on the Client Card](https://support.pabau.com/en/pabau2/understanding-the-activities-tab-on-the-client-card?hsLang=en) #### **Client Relationships & Access** - [Managing Client Relationships](https://support.pabau.com/en/pabau2/managing-client-relationships-0?hsLang=en) - [How to Add a Client Relationship](https://support.pabau.com/en/pabau2/how-to-add-a-client-relationship-0?hsLang=en) - [How to Remove a Client Relationship](https://support.pabau.com/en/pabau2/how-to-remove-a-client-relationship-0?hsLang=en) - [How to Create Third Parties](https://support.pabau.com/en/pabau2/how-to-create-third-parties-0?hsLang=en) - [How to Link Insurance with Client](https://support.pabau.com/en/pabau2/how-to-link-insurance-with-client-0?hsLang=en) - [How to Help a Client Who Can’t Sign In to the Client Portal](https://support.pabau.com/en/pabau2/how-to-send-a-connect-password-reset-link-0?hsLang=en) #### **Appointments** - [How to Cancel an Appointment from the Client Card](https://support.pabau.com/en/pabau2/how-to-cancel-an-appointment-from-the-client-card-0?hsLang=en) - [How to Reinstate a Canceled Appointment from the Client Card](https://support.pabau.com/en/pabau2/how-to-reinstate-a-cancelled-appointment-from-the-client-card-0?hsLang=en) - [How to Delete an Appointment from the Client Card](https://support.pabau.com/en/pabau2/how-to-delete-an-appointment-from-the-client-card-0?hsLang=en) - [How to Resend an Appointment Confirmation](https://support.pabau.com/en/pabau2/how-to-resend-an-appointment-confirmation-0?hsLang=en) - [Understanding the Appointment Audit Log](https://support.pabau.com/en/pabau2/understanding-the-appointment-audit-log-0?hsLang=en) - [Understanding the Appointments Tab on the Client Card](https://support.pabau.com/en/pabau2/understanding-the-appointments-tab-on-the-client-card?hsLang=en) - [How to Insert Suggested Appointment Times in an Email](https://support.pabau.com/en/pabau2/how-to-insert-suggested-appointment-times-in-an-email-?hsLang=en) - [How to Use the Client Journey](https://support.pabau.com/en/pabau2/how-to-use-the-client-journey-new-client-card?hsLang=en) #### **Financials** - [How to Edit an Invoice from Client Card](https://support.pabau.com/en/pabau2/how-to-edit-an-invice-from-client-card?hsLang=en) - [How to Void an Invoice from the Client Card](https://support.pabau.com/en/pabau2/how-to-void-an-invoice-from-the-client-card-0?hsLang=en) - [How to Void a Payment](https://support.pabau.com/en/pabau2/how-to-void-a-payment-1-0?hsLang=en) - [How to Refund an Invoice](https://support.pabau.com/en/pabau2/how-to-refund-an-invoice-0?hsLang=en) - [How to Issue a Credit Note for an Invoice from the Client Card](https://support.pabau.com/en/pabau2/how-to-issue-a-credit-note-for-an-invoice-from-the-client-card-0?hsLang=en) - [How to Void a Credit Note](https://support.pabau.com/en/pabau2/how-to-void-a-credit-note-0?hsLang=en) - [How to Transfer an Invoice](https://support.pabau.com/en/pabau2/how-to-transfer-an-invoice-0?hsLang=en) - [How to Pay for an Unpaid Invoice From the Client Card](https://support.pabau.com/en/pabau2/how-to-pay-for-an-unpaid-invoice-from-the-client-card-0?hsLang=en) - [How to View a Client's Financial Statement](https://support.pabau.com/en/pabau2/how-to-view-a-clients-financial-statement-0?hsLang=en) - [How to Share Invoices with Clients](https://support.pabau.com/en/pabau2/how-to-share-invoices-with-clients-0?hsLang=en) - [How to Generate a Payment Link and QR Code from an Invoice](https://support.pabau.com/en/pabau2/how-to-generate-a-payment-link-and-qr-code-from-an-invoice-0?hsLang=en) - [How to Generate a Quote](https://support.pabau.com/en/pabau2/how-to-generate-a-quote-0?hsLang=en) - [How to Add Commission to an Invoice](https://support.pabau.com/en/pabau2/how-to-add-commission-to-an-invoice?hsLang=en) - [How to See Who Changed an Invoice in Client Card](https://support.pabau.com/en/pabau2/how-to-see-who-changed-an-invoice?hsLang=en) - [How to Manage Insurance Policies in the Client Card](https://support.pabau.com/en/pabau2/how-to-manage-insurance-policies-in-the-client-card?hsLang=en) - [How to Manage Insurance Case Details](https://support.pabau.com/en/pabau2/how-to-manage-insurance-case-details?hsLang=en) - [How to Verify a Bupa Membership from the Client Card](https://support.pabau.com/en/pabau2/how-to-verify-a-bupa-membership-from-the-client-card-new-client-card?hsLang=en) - [How to Use the Charge Sheet](https://support.pabau.com/en/pabau2/how-to-use-the-charge-sheet-new-client-card?hsLang=en) - [Understanding the Invoices Tab on the Client Card](https://support.pabau.com/en/pabau2/understanding-the-invoices-tab-on-the-client-card?hsLang=en) - [Understanding the Quotes Tab in the Client Card](https://support.pabau.com/en/pabau2/understanding-the-quotes-tab-in-the-client-card-new-client-card?hsLang=en) - [Understanding the Items Tab on the Client Card](https://support.pabau.com/en/pabau2/understanding-the-items-tab-on-the-client-card-new-client-card?hsLang=en) #### **Medical Records & EMR** - [How to Request to Complete the Medical History in the Client Card](https://support.pabau.com/en/pabau2/how-to-request-an-update-for-the-medical-history-in-the-client-card-0-0?hsLang=en) - [How to Write a Treatment Note From the Client Card](https://support.pabau.com/en/pabau2/how-to-write-a-treatment-note-from-the-client-card-0?hsLang=en) - [How to Set Privacy on a Treatment Note](https://support.pabau.com/en/pabau2/how-to-set-privacy-on-a-treatment-note?hsLang=en) - [How to Copy Data from a Previous Treatment Note](https://support.pabau.com/en/pabau2/how-to-copy-data-from-a-previous-treatment-note-0?hsLang=en) - [How to Pin Forms in Client Card](https://support.pabau.com/en/pabau2/how-to-pin-forms-0?hsLang=en) - [How to Write a Consent Form From the Client Card](https://support.pabau.com/en/pabau2/how-to-write-a-consent-form-from-the-client-card-0?hsLang=en) - [How to Manage Client Problems](https://support.pabau.com/en/pabau2/how-to-manage-client-problems-0?hsLang=en) - [How to Record a Client Problem](https://support.pabau.com/en/pabau2/how-to-record-a-client-problem-0?hsLang=en) - [Understanding Client Problems: Active/Inactive Status and Code Sets](https://support.pabau.com/en/pabau2/understanding-client-problems-active/inactive-status-and-code-sets?hsLang=en) - [How to View the Medical History Change Log](https://support.pabau.com/en/pabau2/how-to-view-the-medical-history-change-log?hsLang=en) - [Understanding the Forms Appointments View](https://support.pabau.com/en/pabau2/understanding-the-forms-appointments-view-?hsLang=en) - [How to Track Outcome Measures in the Client Card](https://support.pabau.com/en/pabau2/how-to-track-outcome-measures-in-the-client-card-new-client-card?hsLang=en) - [Dictation](https://support.pabau.com/en/pabau2/dictation-0?hsLang=en) #### **Prescriptions** - [Prescriptions](https://support.pabau.com/en/pabau2/prescriptions-0?hsLang=en) - [How to Manage Allergies in the Client Card](https://support.pabau.com/en/pabau2/how-to-manage-allergies-in-the-client-card-?hsLang=en) - [How to Record an Allergy for a Client](https://support.pabau.com/en/pabau2/how-to-record-an-allergy-for-a-client-0?hsLang=en) - [How to Create a Prescription](https://support.pabau.com/en/pabau2/how-to-create-a-prescription-0?hsLang=en) - [How to Print a Prescription](https://support.pabau.com/en/pabau2/how-to-print-a-prescription-0?hsLang=en) - [How to Send a Prescription to a Pharmacy (for US Clinics)](https://support.pabau.com/en/pabau2/how-to-send-a-prescription-to-a-pharmacy-for-us-clinics-0?hsLang=en) #### **Photos** - [How to Download and Share Photos From the Client Card](https://support.pabau.com/en/pabau2/how-to-download-and-share-photos-from-the-client-card-0?hsLang=en) - [How to Compare Before and After Photos in the Client Card](https://support.pabau.com/en/pabau2/how-to-compare-before-and-after-photos-in-the-client-card-0?hsLang=en) - [How to Create an Album in the Client Card](https://support.pabau.com/en/pabau2/how-to-create-an-album-in-the-client-card-0?hsLang=en) #### **Vaccines** - [How to Manage Vaccines](https://support.pabau.com/en/pabau2/how-to-manage-vaccines-0?hsLang=en) - [Vaccine Dashboard Overview](https://support.pabau.com/en/pabau2/vaccination-report-0?hsLang=en) - [How to Schedule a Vaccine for a Client](https://support.pabau.com/en/pabau2/how-to-schedule-a-vaccine-for-a-client-0?hsLang=en) - [How to Administer a Vaccine for a Client](https://support.pabau.com/en/pabau2/how-to-administer-a-vaccine-for-a-client-0?hsLang=en) #### **Documents** - [Documents](https://support.pabau.com/en/pabau2/documents-0?hsLang=en) - [How to Upload a Document](https://support.pabau.com/en/pabau2/how-to-add-a-document-0?hsLang=en) - [How to Rename a Document](https://support.pabau.com/en/pabau2/how-to-rename-a-document-0?hsLang=en) - [How to Download a Document](https://support.pabau.com/en/pabau2/how-to-download-a-document-0?hsLang=en) - [How to Delete a Document](https://support.pabau.com/en/pabau2/how-to-delete-a-document-0?hsLang=en) - [How to Create a Document Folder](https://support.pabau.com/en/pabau2/how-to-create-a-document-folder-0?hsLang=en) - [How to Rename a Document Folder](https://support.pabau.com/en/pabau2/how-to-rename-a-document-folder-0?hsLang=en) - [How to Delete a Document Folder](https://support.pabau.com/en/pabau2/how-to-delete-a-folder-0?hsLang=en) - [How to Move a Document to a Folder](https://support.pabau.com/en/pabau2/how-to-move-a-document-to-a-folder-0?hsLang=en) - [How to Share Documents Securely from the Client Card](https://support.pabau.com/en/pabau2/how-to-share-documents-securely-from-the-client-card-0?hsLang=en) #### **Patch Tests** - [Patch Tests](https://support.pabau.com/en/pabau2/patch-tests-0?hsLang=en) - [How to Create a Patch Test in the Client Card](https://support.pabau.com/en/pabau2/how-to-create-a-patch-test-in-the-client-card-0?hsLang=en) - [How to Edit a Patch Test in the Client Card](https://support.pabau.com/en/pabau2/how-to-edit-a-patch-test-in-the-client-card-0?hsLang=en) - [How to Delete a Patch Test in the Client Card](https://support.pabau.com/en/pabau2/how-to-delete-a-patch-test-in-the-client-card-0?hsLang=en) #### **Labs** - [Labs](https://support.pabau.com/en/pabau2/labs-2?hsLang=en) - [How to Create a Lab Request](https://support.pabau.com/en/pabau2/how-to-create-a-lab-request-0?hsLang=en) - [How to Review and Share Lab Results](https://support.pabau.com/en/pabau2/how-to-review-share-lab-results-0?hsLang=en) - [How to Import Lab Results Using AI](https://support.pabau.com/en/pabau2/how-to-import-lab-results-using-ai-new-client-card?hsLang=en) - [How to Print and Send Lab Results](https://support.pabau.com/en/pabau2/how-to-print-and-send-lab-results-new-client-card?hsLang=en) #### **Communications** - [How to Send an Email from the Client Card](https://support.pabau.com/en/pabau2/how-to-send-an-email-from-client-card-0?hsLang=en) - [How to Draft Letters Using AI in Pabau](https://support.pabau.com/en/pabau2/how-to-draft-letters-using-ai-in-pabau-0?hsLang=en) - [How to Create a Letter](https://support.pabau.com/en/pabau2/how-to-create-a-letter-0?hsLang=en) - [How to Post a Letter by Mail from the Client Card](https://support.pabau.com/en/pabau2/how-to-post-a-letter-by-mail-from-the-client-card?hsLang=en) - [How to Send an SMS to a Client from the Client Card](https://support.pabau.com/en/pabau2/how-to-send-an-sms-to-a-client-from-the-client-card-new-client-card?hsLang=en) - [Understanding the Communications Page on the Client Card](https://support.pabau.com/en/pabau2/understanding-the-communications-page-on-the-client-card?hsLang=en) - [How to Send Education Materials from the Client Card](https://support.pabau.com/en/pabau2/how-to-send-education-materials-from-the-client-card?hsLang=en) - [How to Create Educational Content](https://support.pabau.com/en/pabau2/how-to-create-educational-content-0?hsLang=en) - [How to Use the AI Patient Summary](https://support.pabau.com/en/pabau2/how-to-use-the-ai-patient-summary-new-client-card?hsLang=en) - [How to Use AI Studio in the Client Card](https://support.pabau.com/en/pabau2/how-to-use-ai-studio-in-the-client-card-new-client-card?hsLang=en) #### **Memberships & Packages** - [How to Manage Memberships](https://support.pabau.com/en/pabau2/how-to-manage-memberships-0?hsLang=en) - [How to Pause a Membership](https://support.pabau.com/en/pabau2/how-to-pause-a-membership-0?hsLang=en) - [How to Cancel a Membership](https://support.pabau.com/en/pabau2/how-to-cancel-a-membership-0?hsLang=en) - [How to Upgrade or Downgrade a Client’s Membership](https://support.pabau.com/en/pabau2/how-to-upgrade-or-downgrade-a-clients-membership?hsLang=en) - [Understanding Membership Benefits on the Client Card](https://support.pabau.com/en/pabau2/understanding-membership-benefits-on-the-client-card?hsLang=en) - [How to View Event Logs for Memberships](https://support.pabau.com/en/pabau2/how-to-view-event-logs-for-memberships-0?hsLang=en) - [How to Sell Memberships from the Point of Sale](https://support.pabau.com/en/pabau2/how-to-sell-memberships-from-the-point-of-sale-0?hsLang=en) - [How to Extend Package Duration](https://support.pabau.com/en/pabau2/how-to-extend-package-duration-0?hsLang=en) - [How to Reactivate an Expired Package](https://support.pabau.com/en/pabau2/how-to-reactivate-an-expired-package-0?hsLang=en) - [How to Check Package Usage History](https://support.pabau.com/en/pabau2/package-usage-history-0?hsLang=en) - [How to View Packages in the Client Card](https://support.pabau.com/en/pabau2/how-to-view-packages-in-the-client-card-0?hsLang=en) - [How to Manage a Client’s Loyalty Points](https://support.pabau.com/en/pabau2/how-to-manage-a-clients-loyalty-points?hsLang=en) #### **Gift Cards** - [Accessing Gift Cards from the Client Card](https://support.pabau.com/en/pabau2/gift-vouchers-0?hsLang=en) - [How to Change Sold Gift Voucher Duration](https://support.pabau.com/en/pabau2/how-to-change-sold-gift-voucher-duration-0?hsLang=en) - [How to Email a Gift Card from the Client Card](https://support.pabau.com/en/pabau2/how-to-email-gift-voucher-from-client-card-0?hsLang=en) - [How to Resend a Gift Card from the Client Card](https://support.pabau.com/en/pabau2/how-to-resend-a-gift-voucher-from-the-client-card-0?hsLang=en) - [How to Reactivate an Expired Gift Voucher](https://support.pabau.com/en/pabau2/how-to-reactivate-an-expired-gift-voucher?hsLang=en) #### **Integrations** - [How to Use the Fullscript Integration in the Client Card](https://support.pabau.com/en/pabau2/how-to-use-the-fullscript-integration-in-the-client-card-new-client-card?hsLang=en) - [Care Plus](https://support.pabau.com/en/pabau2/care-plus-0?hsLang=en) #### **Activities** - [How to Mark an Activity as Done from the Client Card](https://support.pabau.com/en/pabau2/how-to-mark-an-activity-as-done-from-the-client-card-0?hsLang=en) --- Was this guide helpful? 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