--- title: New Client Card | Pabau Knowledge Base description: New Client Card --- [Skip to content](https://support.pabau.com/en/pabau2/new-client-card#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2) 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) 2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card) # New Client Card - [New Client Card (Guides)](https://support.pabau.com/en/pabau2/new-client-card-guides) - [Understanding Client Problems: Active/Inactive Status and Code Sets (New Client Card)](https://support.pabau.com/en/pabau2/understanding-client-problems-active/inactive-status-and-code-sets) - [Understanding Membership Benefits on the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/understanding-membership-benefits-on-the-client-card) - [How to Upgrade or Downgrade a Client's Membership (New Client Card)](https://support.pabau.com/en/pabau2/how-to-upgrade-or-downgrade-a-clients-membership) - [How to Reactivate an Expired Gift Voucher (New Client Card)](https://support.pabau.com/en/pabau2/how-to-reactivate-an-expired-gift-voucher) - [How to Manage Insurance Case Details (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-insurance-case-details) - [How to Manage a Client's Loyalty Points (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-a-clients-loyalty-points) - [How to Schedule a Vaccine for a Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-schedule-a-vaccine-for-a-client-0) - [How to Send an SMS to a Client from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-send-an-sms-to-a-client-from-the-client-card-new-client-card) - [Understanding the Communications Page on the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/understanding-the-communications-page-on-the-client-card) - [How to Set Privacy on a Treatment Note (New Client Card)](https://support.pabau.com/en/pabau2/how-to-set-privacy-on-a-treatment-note) - [How to Insert Suggested Appointment Times in an Email (New Client Card)](https://support.pabau.com/en/pabau2/how-to-insert-suggested-appointment-times-in-an-email-) - [Understanding the Appointments Tab on the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/understanding-the-appointments-tab-on-the-client-card) - [How to Use the AI Patient Summary (New Client Card)](https://support.pabau.com/en/pabau2/how-to-use-the-ai-patient-summary-new-client-card) - [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) - [How to View the Medical History Change Log (New Client Card)](https://support.pabau.com/en/pabau2/how-to-view-the-medical-history-change-log) - [Understanding the Forms Appointments View](https://support.pabau.com/en/pabau2/understanding-the-forms-appointments-view-) - [How to Send Education Materials from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-send-education-materials-from-the-client-card) - [How to Use Client Summary (New Client Card)](https://support.pabau.com/en/pabau2/how-to-use-client-summary-0) - [How to Draft Letters Using AI in Pabau (New Client Card)](https://support.pabau.com/en/pabau2/how-to-draft-letters-using-ai-in-pabau-0) - [How to Create a Letter (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-a-letter-0) - [How to Manage Memberships (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-memberships-0) - [How to Pause a Membership (New Client Card)](https://support.pabau.com/en/pabau2/how-to-pause-a-membership-0) - [How to Cancel a Membership (New Client Card)](https://support.pabau.com/en/pabau2/how-to-cancel-a-membership-0) - [How to View Event Logs for Memberships](https://support.pabau.com/en/pabau2/how-to-view-event-logs-for-memberships-0) - [How to Sell Memberships from the Point of Sale (New Client Card)](https://support.pabau.com/en/pabau2/how-to-sell-memberships-from-the-point-of-sale-0) - [How to Extend Package Duration (New Client Card)](https://support.pabau.com/en/pabau2/how-to-extend-package-duration-0) - [How to Reactivate an Expired Package (New Client Card)](https://support.pabau.com/en/pabau2/how-to-reactivate-an-expired-package-0) - [How to Check Package Usage History (New Client Card)](https://support.pabau.com/en/pabau2/package-usage-history-0) - [How to View Packages in the Client Card](https://support.pabau.com/en/pabau2/how-to-view-packages-in-the-client-card-0) - [Accessing Gift Cards from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/gift-vouchers-0) - [How to Change Sold Gift Voucher Duration (New Client Card)](https://support.pabau.com/en/pabau2/how-to-change-sold-gift-voucher-duration-0) - [How to Email a Gift Card from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-email-gift-voucher-from-client-card-0) - [How to Resend a Gift Card from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-resend-a-gift-voucher-from-the-client-card-0) - [How to Mark an Activity as Done from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-mark-an-activity-as-done-from-the-client-card-0) - [How to Manage Vaccines (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-vaccines-0) - [Vaccine Dashboard Overview (New Client Card)](https://support.pabau.com/en/pabau2/vaccination-report-0) - [How to Administer a Vaccine for a Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-administer-a-vaccine-for-a-client-0) - [How to Send a Prescription to a Pharmacy (for US Clinics) (New Client Card)](https://support.pabau.com/en/pabau2/how-to-send-a-prescription-to-a-pharmacy-for-us-clinics-0) - [How to Create Educational Content (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-educational-content-0) - [How to Manage Client Problems (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-client-problems-0) - [How to Record a Client Problem (New Client Card)](https://support.pabau.com/en/pabau2/how-to-record-a-client-problem-0) - [Documents (New Client Card)](https://support.pabau.com/en/pabau2/documents-0) - [How to Upload a Document (New Client Card)](https://support.pabau.com/en/pabau2/how-to-add-a-document-0) - [How to Rename a Document (New Client Card)](https://support.pabau.com/en/pabau2/how-to-rename-a-document-0) - [How to Download a Document (New Client Card)](https://support.pabau.com/en/pabau2/how-to-download-a-document-0) - [How to Delete a Document (New Client Card)](https://support.pabau.com/en/pabau2/how-to-delete-a-document-0) - [How to Create a Document Folder (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-a-document-folder-0) - [How to Rename a Document Folder (New Client Card)](https://support.pabau.com/en/pabau2/how-to-rename-a-document-folder-0) - [How to Delete a Document Folder (New Client Card)](https://support.pabau.com/en/pabau2/how-to-delete-a-folder-0) - [How to Move a Document to a Folder (New Client Card)](https://support.pabau.com/en/pabau2/how-to-move-a-document-to-a-folder-0) - [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) - [Patch Tests (New Client Card)](https://support.pabau.com/en/pabau2/patch-tests-0) - [How to Create a Patch Test in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-a-patch-test-in-the-client-card-0) - [How to Edit a Patch Test in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-edit-a-patch-test-in-the-client-card-0) - [How to Delete a Patch Test in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-delete-a-patch-test-in-the-client-card-0) - [How to Send an Email from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-send-an-email-from-client-card-0) - [How to Write a Consent Form From the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-write-a-consent-form-from-the-client-card-0) - [How to Generate a Quote (New Client Card)](https://support.pabau.com/en/pabau2/how-to-generate-a-quote-0) - [Dictation (New Client Card)](https://support.pabau.com/en/pabau2/dictation-0) - [Labs (New Client Card)](https://support.pabau.com/en/pabau2/labs-2) - [How to Create a Lab Request](https://support.pabau.com/en/pabau2/how-to-create-a-lab-request-0) - [How to Review and Share Lab Results (New Client Card)](https://support.pabau.com/en/pabau2/how-to-review-share-lab-results-0) - [How to Share Invoices with Clients (New Client Card)](https://support.pabau.com/en/pabau2/how-to-share-invoices-with-clients-0) - [How to Generate a Payment Link and QR Code from an Invoice (New Client Card)](https://support.pabau.com/en/pabau2/how-to-generate-a-payment-link-and-qr-code-from-an-invoice-0) - [How to Request to Complete the Medical History in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-request-an-update-for-the-medical-history-in-the-client-card-0-0) - [How to Write a Treatment Note From the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-write-a-treatment-note-from-the-client-card-0) - [How to Copy Data from a Previous Treatment Note (New Client Card)](https://support.pabau.com/en/pabau2/how-to-copy-data-from-a-previous-treatment-note-0) - [How to Download and Share Photos From the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-download-and-share-photos-from-the-client-card-0) - [How to Compare Before and After Photos in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-compare-before-and-after-photos-in-the-client-card-0) - [Care Plus (New Client Card)](https://support.pabau.com/en/pabau2/care-plus-0) - [How to Manage Allergies in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-allergies-in-the-client-card-) - [How to Record an Allergy for a Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-record-an-allergy-for-a-client-0) - [How to Create a Prescription](https://support.pabau.com/en/pabau2/how-to-create-a-prescription-0) - [How to Print a Prescription (New Client Card)](https://support.pabau.com/en/pabau2/how-to-print-a-prescription-0) - [How to Block Clients From Booking (New Client Card)](https://support.pabau.com/en/pabau2/how-to-block-clients-from-booking-0) - [Overview of Clients and Client Card (New Client Card)](https://support.pabau.com/en/pabau2/overview-of-clients-and-client-card-0) - [How to Adjust Communication Preferences in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-adjust-communication-preferences-0) - [How to Link Insurance with Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-link-insurance-with-client-0) - [How to Customize the Details Sidebar in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-customize-the-order-of-the-fields-in-the-client-card-0) - [Managing Client Relationships (New Client Card)](https://support.pabau.com/en/pabau2/managing-client-relationships-0) - [How to Add a Client Relationship](https://support.pabau.com/en/pabau2/how-to-add-a-client-relationship-0) - [How to Remove a Client Relationship (New Client Card)](https://support.pabau.com/en/pabau2/how-to-remove-a-client-relationship-0) - [How to Create Third Parties (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-third-parties-0) - [How to Help a Client Who Can’t Sign In to the Client Portal (New Client Card)](https://support.pabau.com/en/pabau2/how-to-send-a-connect-password-reset-link-0) - [How to Generate a Full Client Data Export Using Print Details (New Client Card)](https://support.pabau.com/en/pabau2/how-to-generate-a-full-client-data-export-using-print-details-0) - [How to Use the Dynamic Create Menu in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-use-the-dynamic-create-menu-in-the-client-card-0) - [How to Merge Client Records](https://support.pabau.com/en/pabau2/how-to-merge-client-records-0) - [How to Configure the Summary View in Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-configure-the-summary-view-in-client-card) - [How to Cancel an Appointment from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-cancel-an-appointment-from-the-client-card-0) - [How to Reinstate a Canceled Appointment from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-reinstate-a-cancelled-appointment-from-the-client-card-0) - [How to Delete an Appointment from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-delete-an-appointment-from-the-client-card-0) - [Understanding the Appointment Audit Log (New Client Card)](https://support.pabau.com/en/pabau2/understanding-the-appointment-audit-log-0) - [How to Edit an Invoice from Client Card](https://support.pabau.com/en/pabau2/how-to-edit-an-invice-from-client-card) - [How to Void an Invoice from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-void-an-invoice-from-the-client-card-0) - [How to Resend an Appointment Confirmation (New Client Card)](https://support.pabau.com/en/pabau2/how-to-resend-an-appointment-confirmation-0) - [How to Void a Payment (New Client Card)](https://support.pabau.com/en/pabau2/how-to-void-a-payment-1-0) - [How to Refund an Invoice](https://support.pabau.com/en/pabau2/how-to-refund-an-invoice-0) - [How to Issue a Credit Note for an Invoice from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-issue-a-credit-note-for-an-invoice-from-the-client-card-0) - [How to Void a Credit Note (New Client Card)](https://support.pabau.com/en/pabau2/how-to-void-a-credit-note-0) - [How to Transfer an Invoice](https://support.pabau.com/en/pabau2/how-to-transfer-an-invoice-0) - [How to Pay for an Unpaid Invoice From the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-pay-for-an-unpaid-invoice-from-the-client-card-0) - [How to View a Client’s Financial Statement (New Client Card)](https://support.pabau.com/en/pabau2/how-to-view-a-clients-financial-statement-0) - [How to Edit a Client](https://support.pabau.com/en/pabau2/how-to-edit-a-client-0) - [How to Delete a Client](https://support.pabau.com/en/pabau2/how-to-delete-a-client-1) - [How to Assign a Label to a Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-assign-a-label-to-a-client-0) - [How to Remove a Label from a Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-remove-a-label-from-a-client-0) - [How to Deactivate a Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-deactivate-a-client-0) - [Clients (New Client Card)](https://support.pabau.com/en/pabau2/clients/clients-0) - [How to See Who Else Is Viewing a Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-see-who-else-is-viewing-a-client-card-new-client-card) - [How to Use the Client Journey (New Client Card)](https://support.pabau.com/en/pabau2/how-to-use-the-client-journey-new-client-card) - [Understanding the Activities Tab on the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/understanding-the-activities-tab-on-the-client-card) - [How to Verify a Bupa Membership from the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-verify-a-bupa-membership-from-the-client-card-new-client-card) - [How to Print Client Labels (New Client Card)](https://support.pabau.com/en/pabau2/how-to-print-client-labels-new-client-card) - [How to Manage Client Alerts and Notes (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-client-alerts-and-notes-new-client-card) - [How to Use the Fullscript Integration in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-use-the-fullscript-integration-in-the-client-card-new-client-card) - [How to Manage Client Visibility Settings (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-client-visibility-settings-new-client-card) - [How to See Clients Synced Across Your Clinics (New Client Card)](https://support.pabau.com/en/pabau2/how-to-see-clients-synced-across-your-clinics-new-client-card) - [How to Use the Charge Sheet (New Client Card)](https://support.pabau.com/en/pabau2/how-to-use-the-charge-sheet-new-client-card) - [Understanding the Quotes Tab in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/understanding-the-quotes-tab-in-the-client-card-new-client-card) - [How to Track Outcome Measures in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-track-outcome-measures-in-the-client-card-new-client-card) - [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) - [How to Add Commission to an Invoice (New Client Card)](https://support.pabau.com/en/pabau2/how-to-add-commission-to-an-invoice) - [How to Manage Insurance Policies in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-insurance-policies-in-the-client-card) - [How to Pin Forms in Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-pin-forms-0) - [How to Import Lab Results Using AI (New Client Card)](https://support.pabau.com/en/pabau2/how-to-import-lab-results-using-ai-new-client-card) - [How to Print and Send Lab Results (New Client Card)](https://support.pabau.com/en/pabau2/how-to-print-and-send-lab-results-new-client-card) - [Understanding the Invoices Tab on the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/understanding-the-invoices-tab-on-the-client-card) - [How to Show or Hide Client Card Fields Using Conditional Logic (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-custom-fields-on-the-client-card-new-client-card) - [How to Use the Create Button in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-use-the-create-button-in-the-client-card-new-client-card) - [How to Create an Album in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-an-album-in-the-client-card-0) - [Prescriptions (New Client Card)](https://support.pabau.com/en/pabau2/prescriptions-0) - [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) - [How to See Who Changed an Invoice in Client Card](https://support.pabau.com/en/pabau2/how-to-see-who-changed-an-invoice) - [How to Correct a Payment Taken on the Wrong Client's Invoice](https://support.pabau.com/en/pabau2/how-to-correct-a-payment-taken-on-the-wrong-clients-invoice-new-client-card) - [How to Restart a Lapsed Membership When the Client Has Money on Account](https://support.pabau.com/en/pabau2/how-to-restart-a-lapsed-membership-when-the-client-has-money-on-account-new-client-card) - [How to Track GLP-1 Treatment on the Client Card](https://support.pabau.com/en/pabau2/how-to-track-glp-1-treatment-on-the-client-card) - [How to Compare Lab Results and See a Biomarker Over Time](https://support.pabau.com/en/pabau2/how-to-compare-lab-results-and-see-a-biomarker-over-time) - [How to Record Medications a Client Is Already Taking (New Client Card)](https://support.pabau.com/en/pabau2/how-to-record-medications-a-client-is-already-taking) - [How to Log In to the Client Portal as a Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-log-in-to-the-client-portal-as-a-client) - [How to Ask a Client to Upload Their Lab Results](https://support.pabau.com/en/pabau2/how-to-ask-a-client-to-upload-their-lab-results) - [How to View a Client's Secure Messages and Block Secure Messaging (New Client Card)](https://support.pabau.com/en/pabau2/how-to-view-a-clients-secure-messages-and-block-secure-messaging) - [How to View a Client's Audit Log](https://support.pabau.com/en/pabau2/how-to-view-a-clients-audit-log) - [How to Use the Facts Sheet While Writing a Treatment Note](https://support.pabau.com/en/pabau2/how-to-use-the-facts-sheet-while-writing-a-treatment-note) - [How to See and Change Who Has Access to a Client (New Client Card)](https://support.pabau.com/en/pabau2/how-to-see-and-change-who-has-access-to-a-client) - [How to Design an Advanced Lab Report (Results & Insights)](https://support.pabau.com/en/pabau2/how-to-design-an-advanced-lab-report-results-and-insights) - [How to Print a Patient Barcode Label (New Client Card)](https://support.pabau.com/en/pabau2/how-to-print-a-patient-barcode-label) - [How to Add Several Policies with the Same Insurer (New Client Card)](https://support.pabau.com/en/pabau2/how-to-add-several-policies-with-the-same-insurer-new-client-card) - [How to Record and Review a Client's Vitals](https://support.pabau.com/en/pabau2/how-to-record-and-review-a-clients-vitals) - [How to Use the Client Timeline (New Client Card)](https://support.pabau.com/en/pabau2/how-to-use-the-client-timeline-new-client-card) - [Understanding the Statistics Bar on the Summary Tab (New Client Card)](https://support.pabau.com/en/pabau2/understanding-the-statistics-bar-on-the-summary-tab-new-client-card) - [How to Link Summary Widget Fields Using AI Suggestions (New Client Card)](https://support.pabau.com/en/pabau2/how-to-link-summary-widget-fields-using-ai-suggestions) - 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