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 new Client Card. Every guide below covers the redesigned client card experience — pick a topic to jump straight in.
Client Management
- Overview of Clients and Client Card
- Clients
- How to Edit a Client
- How to Delete a Client
- How to Merge Client Records
- How to Assign a Label to a Client
- How to Remove a Label from a Client
- How to Deactivate a Client
- How to Block Clients from Booking
- How to Customize the Details Sidebar in the Client Card
- How to Configure the Summary View in the Client Card
- How to Use the Create Button in the Client Card
- How to Generate a Full Client Data Export Using Print Details
- How to Adjust Communication Preferences in the Client Card
- How to Use Client Summary
- How to Manage Client Visibility Settings
- How to Show or Hide Client Card Fields Using Conditional Logic
- How to See Who Else Is Viewing a Client Card
- How to See Clients Synced Across Your Clinics
- How to Print Client Labels
- How to Manage Client Alerts and Notes
- Understanding the Activities Tab on the Client Card
Client Relationships & Access
- Managing Client Relationships
- How to Add a Client Relationship
- How to Remove a Client Relationship
- How to Create Third Parties
- How to Link Insurance with Client
- How to Send a Connect Password Reset Link
Appointments
- How to Cancel an Appointment from the Client Card
- How to Reinstate a Canceled Appointment from the Client Card
- How to Delete an Appointment from the Client Card
- How to Resend an Appointment Confirmation
- Understanding the Appointment Audit Log
- Understanding the Appointments Tab on the Client Card
- How to Insert Suggested Appointment Times in an Email
- How to Use the Client Journey
Financials
- How to Edit an Invoice from Client Card
- How to Void an Invoice from Client Card
- How to Void a Payment
- How to Refund an Invoice
- How to Issue a Credit Note for an Invoice from the Client Card
- How to Void a Credit Note
- How to Transfer an Invoice
- How to Pay for an Unpaid Invoice From the Client Card
- How to View a Client's Financial Statement
- How to Share Invoices with Clients
- How to Generate a Payment Link and QR Code from an Invoice
- How to Generate a Quote
- How to Add Commission to an Invoice
- How to Manage Insurance Policies in the Client Card
- How to Verify a Bupa Membership from the Client Card
- How to Use the Charge Sheet
- Understanding the Invoices Tab on the Client Card
- Understanding the Quotes Tab in the Client Card
- Understanding the Items Tab on the Client Card
Medical Records & EMR
- How to Request an Update for the Medical History in the Client Card
- How to Write a Treatment Note From the Client Card
- How to Copy Data from a Previous Treatment Note
- How to Pin Forms in Client Card
- How to Write a Consent Form From the Client Card
- How to Manage Client Problems
- How to Record a Client Problem
- How to View the Medical History Change Log
- Understanding the Forms Appointments View
- How to Track Outcome Measures in the Client Card
- Dictation
Prescriptions
- Prescriptions
- How to Manage Allergies in the Client Card
- How to Record an Allergy for a Client
- How to Create a Prescription
- How to Print a Prescription
- How to Send a Prescription to a Pharmacy (for US Clinics)
Photos
- How to Download and Share Photos From the Client Card
- How to Compare Before and After Photos in the Client Card
- How to Create an Album in the Client Card
Vaccines
- How to Manage Vaccines
- Vaccine Dashboard
- How to Schedule a Vaccine for a Client
- How to Administer a Vaccine for a Client
Documents
- Documents
- How to Upload a Document
- How to Rename a Document
- How to Download a Document
- How to Delete a Document
- How to Create a Document Folder
- How to Rename a Document Folder
- How to Delete a Document Folder
- How to Move a Document to a Folder
- How to Share Documents Securely from the Client Card
Patch Tests
- Patch Tests
- How to Create a Patch Test in the Client Card
- How to Edit a Patch Test in the Client Card
- How to Delete a Patch Test in the Client Card
Labs
- Labs
- How to Create a Lab Request
- How to Review and Share Lab Results
- How to Import Lab Results Using AI
- How to Print and Send Lab Results
Communications
- How to Send an Email from the Client Card
- How to Draft Letters Using AI in Pabau
- How to Create a Letter
- How to Send an SMS to a Client from the Client Card
- Understanding the Communications Page on the Client Card
- How to Send Education Materials from the Client Card
- How to Create Educational Content
- How to Use the AI Patient Summary
- How to Use AI Studio in the Client Card
Memberships & Packages
- How to Manage Memberships
- How to Pause a Membership
- How to Cancel a Membership
- How to View Event Logs for Memberships
- How to Sell Memberships from the Point of Sale
- How to Extend Package Duration
- How to Reactivate an Expired Package
- How to Check Package Usage History
- How to View Packages in the Client Card
Gift Cards
- Accessing Gift Cards from the Client Card
- How to Change Sold Gift Voucher Duration
- How to Email Gift Voucher from Client Card
- How to Resend a Gift Card from the Client Card
Integrations
Activities
By following the guides above, you’ll be able to make the most of everything the new Client Card has to offer.
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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.