This article covers how to access your clients, and a general overview of the client card.
To learn more about how to create, edit or delete clients, read our create a client article.
In this article, you will learn to:
Search up clients
You can search for a client through the search bar at the top of the screen.Type in the name of the client whose card you want to open. Alternatively, the search bar also accepts phone number, email or client ID.
If, for example, you only have the invoice number to hand rather than a client’s name, you’ll need to do an advanced search. Hit the advanced search button on the bottom right corner of the menu.
Click on the desired client card.
View all your clients
In the left sidebar, select Clients, then Clients again.
On this page, you can see a list of all your clients, displayed with basic information available.
The data fields can be freely rearranged. Simply drag and drop the data field in the desired order. You can also add additional data fields by clicking on the plus icon at the far right.
The total number of clients is displayed in the top right area.
Next to it, is the filter option. You can set up specific filters and save them for later use.
On the far left of each client is a tick box. Edit in bulk by selecting multiple boxes.
Understand the client card
The client card carries all of your client data. It’s important to understand the various sections.
On the left side of the client card, we have the Details tabs.
In the first tab, we can find the client avatar, client status, labels, and basic details. Additionally, underneath the client avatar, we have icons that show if the client has a credit card stored and if they’re registered for your online booking portal.
In the second tab, we can find our client relations. To learn more about relations, check out our Add a relation article.
In the center of the client card, are multiple tabs separating your client data based on its type.
Dashboard- provides you with a quick overview of the information most vital to you. Dashboards are customizable and log-in specific.
Appointments- appointments related to this client, further separated into sub-tabs.
Financials- payments against this client, separated into sub-tabs.
Packages- packages purchased by this client. They are separated into active and expired, and, importantly, the number of sessions used for each.
Communications- notifications from Pabau to your client, including both sent and scheduled messages.
EMR- abbreviated from electronic medical records, this tab expands into a dropdown list. Forms, prescriptions, documents and photos are stored here.
Gift vouchers- displays vouchers associated with this client. Similarly to packages, they’re separated into active and expired.
Activities- activities related to this client
In the top right corner of the card, we have:
Medical History- hovering over it will show us when the client last updated their medical history form. Click on it to view the form, edit it, or send an update request to the client.
Notes- record client notes and preview appointment notes.
Staff Alerts- this will tell you if the client has a condition that might make them unsuitable for some treatments, such as an allergy or a fear of needles.
Lastly, you can perform various actions related to this client through the blue plus icon in the bottom left corner of the card.
For more in-depth information, feel free to check out our Pabau Academy lesson covering the client card.