--- title: Overview of Clients and Client Card (New Client Card) description: This guide shows you how to access clients in Pabau, search your client list, and navigate the details in each client card. --- [Skip to content](https://support.pabau.com/en/pabau2/overview-of-clients-and-client-card-0#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) # Overview of Clients and Client Card (New Client Card) ## This guide shows you how to access clients in Pabau, search your client list, and navigate the details in each client card. ### **Searching for clients** Type what you're looking for into the search field. The search bar can find: - **Clients** — search by name, email, or other client details - **Leads** — find leads in your pipeline - **Appointments** — locate upcoming or past appointments - **Invoices** — search for specific invoices - **Setup** — find any settings page quickly ![Overview of Clients and Client Card 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%201.png?width=625&height=238&name=Overview%20of%20Clients%20and%20Client%20Card%201.png) For advanced searches, click the advanced search button on the bottom right. ![Overview of Clients and Client Card 2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%202.png?width=629&height=231&name=Overview%20of%20Clients%20and%20Client%20Card%202.png) Click on the desired client card. ### **View all clients** In the left sidebar menu, navigate to Clients, then choose [Clients](https://app.pabau.com/clients) again, to see all of your clients in one place. ![Overview of Clients and Client Card 3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%203.png?width=573&height=417&name=Overview%20of%20Clients%20and%20Client%20Card%203.png)   Customise the display of client information by rearranging and adding data fields by clicking on "Edit Columns". ![Overview of Clients and Client Card 4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%204.png?width=644&height=307&name=Overview%20of%20Clients%20and%20Client%20Card%204.png)   You can delete or email multiple clients by selecting the checkboxes to the left of each client row. Use the **Views dropdown** to create client views, grouping clients who meet specific conditions. ![Overview of Clients and Client Card 5](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%205.png?width=612&height=290&name=Overview%20of%20Clients%20and%20Client%20Card%205.png) The search bar allows you to find clients based on the data included in the columns you've added to the client table. ### Understanding the client card The client card contains all client data and is divided into sections. Under the client's photo, it shows the **client's name**, **DOB**, **age**, **gender**, and **client ID**, along with their status (e.g. Active) and any labels applied to them (such as "Big Spender" or "VIP"). ![Overview of Clients and Client Card 6](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%206.png?width=247&height=485&name=Overview%20of%20Clients%20and%20Client%20Card%206.png) On the left, three tabs organise the client's core information: - **Personal**: Shows the client’s status and labels, plus a Details section with fields such as Client ID, Referred By, Gender and DOB. - **Relationships**: Lists the client’s linked contacts, such as family members, emergency contacts, GPs and pharmacies. - **Insurance**: Holds the client’s insurance details (shown when insurance billing is enabled for your practice). ![Overview of Clients and Client Card 7](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%207.png?width=264&height=348&name=Overview%20of%20Clients%20and%20Client%20Card%207.png) In the centre of the client card, multiple tabs categorise client data for convenient access and management, each displaying a live count where relevant: - **Summary**: A customisable overview of crucial client information. - **Appointments**: All appointments related to the client. - **EMR**: Medical records — treatment notes, forms, prescriptions, documents and photos. For clinics based in the United States, this tab is labelled **Chart**. - **Financials**: Invoices, quotes, payments and statements for the client. - **Communications**: Messages sent to the client, such as emails, SMS and letters. - **Memberships**: Membership plans purchased by the client. - **Packages**: Packages bought by the client. - **More**: Any tabs that don’t fit in the bar — such as **Gift Cards** and **Activities** — collapse into the More menu. ![Overview of Clients and Client Card 8](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%208.png?width=612&height=358&name=Overview%20of%20Clients%20and%20Client%20Card%208.png) #### **Summary** Within the Summary tab, information is organised into cards: - **Alerts, Allergies & Notes**: Displays any alerts, allergies, or notes on file for the client, with a "+" button to add new ones directly from this view. - **Appointments**: Shows the client's last visit date, a "Journey" link to view their full history, and lists upcoming appointments alongside previous visits — each with a quick "Rebook" option. - **Problems**: Displays any active problems recorded for the client, flagging important medical conditions the team should be aware of. - **Products**: Lists products associated with the client, along with the date each one was recorded. - **Saved Cards**: Shows any payment cards saved on file for the client, with an option to add a new card directly from this view. Depending on your practice’s configuration, you may also see widgets such as Medications, Medical history, Family history, Social history and Tests. Use the **Arrange** button in the top-right corner of the Summary tab to reorder widgets or hide the ones you don’t need. ![Overview of Clients and Client Card 9](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%209.png?width=578&height=399&name=Overview%20of%20Clients%20and%20Client%20Card%209.png) #### **Appointments** The Appointments tab displays all of the client's appointments, organised into a timeline grouped by month and date. At the top, sub-tabs let you filter appointments by status: - **All**: Shows every appointment on record. - **Upcoming**: Shows only future appointments. - **Past**: Shows appointments that have already taken place. - **Cancelled**: Shows appointments that were cancelled. - **No-shows**: Shows appointments the client didn't attend. ![Overview of Clients and Client Card 10](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2010.png?width=540&height=313&name=Overview%20of%20Clients%20and%20Client%20Card%2010.png) A filter icon on the right lets you narrow down the list further. ![Overview of Clients and Client Card 11](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2011.png?width=246&height=348&name=Overview%20of%20Clients%20and%20Client%20Card%2011.png) Each date groups the appointments booked that day, showing the time, treatment name, and location for each one. From here, you can: - **Add a note** directly under any appointment. - **Raise an invoice** for all appointments booked on that date. - **View the payment status** of each appointment (e.g. "Paid") and access further options via the three-dot menu. ![Overview of Clients and Client Card 12](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2012.png?width=665&height=154&name=Overview%20of%20Clients%20and%20Client%20Card%2012.png) #### **EMR** The EMR tab centralises all of the client’s medical and clinical records. For clinics based in the United States, this tab is labelled **Chart**. At the top, a **Medical History** banner shows the client's intake form status, including when it was last updated, any allergies or active medications on file, and recorded conditions. ![Overview of Clients and Client Card 13](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2013.png?width=637&height=285&name=Overview%20of%20Clients%20and%20Client%20Card%2013.png) From here you can: - **History**: View previous versions of the medical history form. - **Update**: Edit the client's medical history. - **View**: Open the form as the client would see it. - **Print**: Print the medical history form. Below the banner, records are organised into cards, each showing a live count: - **Treatment notes**: Notes logged from the client's treatments. - **Forms**: Medical or consent forms completed by the client. - **Measures**: Tracked outcomes and measurements over time. - **Photos**: Photos taken of the client, useful for before/after comparisons. - **Allergies**: Any allergies recorded for the client. - **Prescriptions**: Medications prescribed to the client. - **Documents**: Files or documents uploaded for the client. - **Patch Tests**: Results of any patch tests carried out. - **Education**: Educational materials shared with the client. - **Lab Tests**: Lab test records and results. - **Client Problems**: Active problems or conditions flagged for the client. - **Vaccines**: Vaccination records on file. ![Overview of Clients and Client Card 14](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2014.png?width=659&height=306&name=Overview%20of%20Clients%20and%20Client%20Card%2014.png) At the bottom, the **AI patient summary** card lets you generate an AI-written summary of the client's allergies, medications, conditions, and history at a glance. #### **Financials** The Financials tab breaks down all payments and financial records related to the client, organised into sub-tabs: - **Invoices**: All invoices raised for the client. - **Quotes**: Quotes provided to the client. - **Payments**: Payments received from the client. - **Loyalty**: Loyalty points or rewards activity. - **Items**: Individual items or services billed to the client. - **Voided**: Invoices or transactions that were voided. - **Statements**: Client account statements. Some sub-tabs appear only when the matching feature is enabled for your practice (for example, Quotes and Loyalty) or when your user group has access to them. ![Overview of Clients and Client Card 16](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2016.png?width=566&height=410&name=Overview%20of%20Clients%20and%20Client%20Card%2016.png) Within the **Invoices** sub-tab, invoices can be further filtered by status: - **All**: Shows every invoice. - **Open**: Shows unpaid or outstanding invoices. - **Closed**: Shows invoices that have been fully paid. ![Overview of Clients and Client Card 17](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2017.png?width=527&height=281&name=Overview%20of%20Clients%20and%20Client%20Card%2017.png) A search bar and filter icon let you narrow the list further by keyword or criteria. ![Overview of Clients and Client Card 18](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2018.png?width=281&height=387&name=Overview%20of%20Clients%20and%20Client%20Card%2018.png) Each invoice row displays the invoice number and date, location, employee, who it was issued to, the items billed, payment status (e.g. "Paid," with a "Refund" option where applicable), the amount, and any amount due. ![Overview of Clients and Client Card 19](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2019.png?width=620&height=280&name=Overview%20of%20Clients%20and%20Client%20Card%2019.png) At the bottom of the tab, two summary totals are always visible: **Outstanding** (the total unpaid amount) and **Total invoiced** (the total value of all invoices for the client). #### **Communications** The Communications tab houses all messages sent to the client, organised into a timeline grouped by month and date. ![Overview of Clients and Client Card 20](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2020.png?width=550&height=403&name=Overview%20of%20Clients%20and%20Client%20Card%2020.png) At the top, sub-tabs let you filter communications by channel: - **All**: Shows every communication sent. - **Email**: Shows only emails. - **SMS**: Shows only text messages. - **Letter**: Shows only letters. Other channels the client has activity on — such as Call or WhatsApp — appear as extra filters automatically. On the right, additional controls help you navigate: - **Upcoming / Past**: Filter toggles showing counts of scheduled versus already-sent communications. - **Jump to date**: Quickly navigate to a specific date in the timeline. - **Print all**: Print the full communications history. Each entry shows the message type (e.g. "New Appointment"), a checkmark confirming it was sent and delivered, the date and time it was sent, the sender and recipient, and a preview of the message content. A dropdown arrow and three-dot menu on each entry give access to further details and actions. ![Overview of Clients and Client Card 21](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2021.png?width=606&height=173&name=Overview%20of%20Clients%20and%20Client%20Card%2021.png) #### **Memberships** The Memberships tab shows all membership plans purchased by the client, split into two sub-tabs: - **Your memberships**: Displays the client's active membership plans. - **Transactions**: Shows the transaction history related to the client's memberships. ![Overview of Clients and Client Card 22](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2022.png?width=560&height=348&name=Overview%20of%20Clients%20and%20Client%20Card%2022.png) Each membership is displayed as a card, styled like a membership card, showing the plan name, client name, card number, "Member since" date, and renewal date, along with its current status (e.g. "Active"). On the right, a **Plan details** panel shows the plan name, price, and next billing date, along with quick actions: - **Change plan**: Switch the client to a different membership plan. - **Pause membership**: Temporarily pause the membership. - **Event log**: View a history of actions taken on the membership. - **Cancel membership**: Cancel the membership entirely. ![Overview of Clients and Client Card 23](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2023.png?width=380&height=394&name=Overview%20of%20Clients%20and%20Client%20Card%2023.png) Below, the **Benefits** section lists everything included in the plan, such as treatment allowances (e.g. "Botox 1 Area — 10 per month," with usage tracked and a "View usage" link), automatic discounts (e.g. "Friends & Family"), and complimentary perks (e.g. "Reward"). ![Overview of Clients and Client Card 24](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2024.png?width=649&height=94&name=Overview%20of%20Clients%20and%20Client%20Card%2024.png) An "Add" button lets you add further benefits to the plan. For more information on memberships, please refer to the [Memberships guide](https://support.pabau.com/en/pabau2/memberships-guide?hsLang=en). #### **Packages** The Packages tab lists all packages purchased by the client, split into two sub-tabs: - **Active**: Shows packages currently available for the client to use. - **Expired**: Shows packages that have run out or passed their expiry date. ![Overview of Clients and Client Card 25](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2025.png?width=670&height=275&name=Overview%20of%20Clients%20and%20Client%20Card%2025.png) A view toggle on the right lets you switch between a grid or list layout. Each package is displayed as a card showing the package name, unique code (e.g. "PK41766897"), and status (e.g. "Active"). It also shows the number of sessions used out of the total included, along with visual dots representing remaining sessions. Further details include: - **Each session’s value** (e.g. “£50 each”). - **Activated**: The date the package was activated. - **Expires**: The date the package expires. ![Overview of Clients and Client Card 26](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2026.png?width=458&height=301&name=Overview%20of%20Clients%20and%20Client%20Card%2026.png) Each card also displays the package's unique reference number at the bottom, along with a three-dot menu for further actions. For more information on packages, please refer to the [Packages guide](https://support.pabau.com/en/pabau2/packages?hsLang=en). #### **Gift Cards** The Gift Cards tab (under **More** when the tab bar is full) shows all gift cards linked to the client, split into two sub-tabs: - **Active**: Shows gift cards that are still valid and have remaining value. - **Expired**: Shows gift cards that have expired or been fully used. ![Overview of Clients and Client Card 27](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2027.png?width=600&height=225&name=Overview%20of%20Clients%20and%20Client%20Card%2027.png) Each gift card shows its amount, name, validity period and unique code, along with a “Services” link. On the right, a **Gift Card details** panel shows: - **Remaining**: The remaining balance, shown against the original total value with a progress bar. - **Code**: The gift card’s unique code. - **Valid from**: The date the gift card became valid. - **Expires**: The gift card’s expiry date. - **Services**: The number of services the gift card can be redeemed against. - **Recipient**: The client the gift card was issued to. Three actions are available at the bottom: - **Extend**: Extend the gift card’s validity period. - **Email**: Email the gift card to the client. - **T&Cs**: View the gift card’s terms and conditions. For more information on gift vouchers, please refer to the [Gift Vouchers guide](https://support.pabau.com/en/pabau2/gift-voucher?hsLang=en). #### **Activities** The Activities tab (under **More** when the tab bar is full) records client-related tasks and activities, such as calls, emails, messages, meetings and dates of service. At the top, sub-tabs let you filter activities by type: - **All**: Shows every activity logged. - **Email**: Shows only email activities. - **Call**: Shows only call activities. - **Message**: Shows only message activities. - **Meeting**: Shows only meeting activities. - **Date of Service**: Shows only date-of-service activities. ![Overview of Clients and Client Card 28](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2028.png?width=600&height=130&name=Overview%20of%20Clients%20and%20Client%20Card%2028.png) Activities are grouped by status (e.g. "Scheduled"), with each entry showing the activity name, type icon, due date, and assigned staff member. A checkbox lets you mark an activity as complete, and a three-dot menu gives access to further options.  For more information on activities, please refer to the [Activities guide](https://support.pabau.com/en/pabau2/activities-1?hsLang=en).  #### **Quick actions** In the bottom right corner of the client card, two floating buttons give quick access to common actions: - **Calendar icon**: Opens the calendar with this client pre-selected, so you can book their next appointment. - **Create button** (blue "+" icon): Opens a menu of actions you can carry out for the client, such as sending a Communication, adding a Treatment note, creating a Consent form, submitting a Lab request, adding a Prescription, processing a Sale, creating a Quote, logging an Activity, sending Education material, or recording a Dictation. ![Overview of Clients and Client Card 29-2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Overview%20of%20Clients%20and%20Client%20Card%2029-2.png?width=426&height=366&name=Overview%20of%20Clients%20and%20Client%20Card%2029-2.png) With everything organised into these tabs and quick actions, the client card gives you a complete, all-in-one view for managing every aspect of a client's journey in Pabau. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), 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](https://support.pabau.com/?hsLang=en) for additional help. - [Home Page](https://support.pabau.com/en/pabau2/home-page?hsLang=en#main-content) - [Home Page](https://support.pabau.com/en/pabau2/home-page?hsLang=en#home-page) - [Account & Billing](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#main-content) - [Account access](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#account-access) - [Account settings](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#account-settings) - [Billing](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#billing) - [Team](https://support.pabau.com/en/pabau2/team?hsLang=en#main-content) - [Team Overview](https://support.pabau.com/en/pabau2/team?hsLang=en#team-overview) - [Adding and Managing Staff Members](https://support.pabau.com/en/pabau2/team?hsLang=en#adding-and-managing-staff-members) - [Staff Permissions](https://support.pabau.com/en/pabau2/team?hsLang=en#staff-permissions) - [Staff Profiles and Documents](https://support.pabau.com/en/pabau2/team?hsLang=en#staff-profiles-and-documents) - [Clinical Credentials](https://support.pabau.com/en/pabau2/team?hsLang=en#clinical-credentials) - [Account Settings](https://support.pabau.com/en/pabau2/team?hsLang=en#account-settings) - [Scheduler](https://support.pabau.com/en/pabau2/team?hsLang=en#scheduler) - [Roles](https://support.pabau.com/en/pabau2/team?hsLang=en#roles) - [Commissions](https://support.pabau.com/en/pabau2/team?hsLang=en#commissions) - [Timesheets and Wages](https://support.pabau.com/en/pabau2/team?hsLang=en#timesheets-and-wages) - [Teams and Visibility](https://support.pabau.com/en/pabau2/team?hsLang=en#teams-and-visibility) - [Leave Management](https://support.pabau.com/en/pabau2/team?hsLang=en#leave-management) - [Calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#main-content) - [Getting started](https://support.pabau.com/en/pabau2/calendar?hsLang=en#getting-started) - [Booking Appointments](https://support.pabau.com/en/pabau2/calendar?hsLang=en#booking-appointments) - [Managing Appointments](https://support.pabau.com/en/pabau2/calendar?hsLang=en#managing-appointments) - [Using the calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#using-the-calendar) - [Security settings](https://support.pabau.com/en/pabau2/calendar?hsLang=en#security-settings) - [Configuration](https://support.pabau.com/en/pabau2/calendar?hsLang=en#configuration) - [General](https://support.pabau.com/en/pabau2/calendar?hsLang=en#general) - [Managing payments from the calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#managing-payments-from-the-calendar) - [Blockouts](https://support.pabau.com/en/pabau2/calendar?hsLang=en#blockouts) - [Creating a clinic list](https://support.pabau.com/en/pabau2/calendar?hsLang=en#creating-a-clinic-list) - [Waitlist](https://support.pabau.com/en/pabau2/calendar?hsLang=en#waitlist) - [Integrations](https://support.pabau.com/en/pabau2/calendar?hsLang=en#integrations) - [Presets](https://support.pabau.com/en/pabau2/calendar?hsLang=en#presets) - [Clients](https://support.pabau.com/en/pabau2/clients?hsLang=en#main-content) - [General](https://support.pabau.com/en/pabau2/clients?hsLang=en#general) - [Client Card](https://support.pabau.com/en/pabau2/clients?hsLang=en#client-card) - [Appointments](https://support.pabau.com/en/pabau2/clients?hsLang=en#appointments) - [Financials](https://support.pabau.com/en/pabau2/clients?hsLang=en#financials) - [Letters](https://support.pabau.com/en/pabau2/clients?hsLang=en#letters) - [Gift Vouchers](https://support.pabau.com/en/pabau2/clients?hsLang=en#gift-vouchers) - [EMR - Labs](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-labs) - [EMR - Client Problems](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-client-problems) - [EMR - Forms](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-forms) - [EMR - Patch Tests](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-patch-tests) - [Care](https://support.pabau.com/en/pabau2/clients?hsLang=en#care) - [Plans](https://support.pabau.com/en/pabau2/clients?hsLang=en#plans) - [Business Details](https://support.pabau.com/en/pabau2/business-details?hsLang=en#main-content) - [Business Details](https://support.pabau.com/en/pabau2/business-details?hsLang=en#business-details) - [Locations](https://support.pabau.com/en/pabau2/business-details?hsLang=en#locations) - [General Settings](https://support.pabau.com/en/pabau2/business-details?hsLang=en#general-settings) - [Data](https://support.pabau.com/en/pabau2/business-details?hsLang=en#data) - [Services & Packages](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#main-content) - [Services](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#services) - [Packages](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#packages) - [Resources](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#resources) - [Virtual Services](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#virtual-services) - [Classes](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#classes) - [Add Ons](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#add-ons) - [Clinical](https://support.pabau.com/en/pabau2/clinical?hsLang=en#main-content) - [Medical Forms](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms) - [Medical Form Templates](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-form-templates) - [Medical Form Types](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-form-types) - [Medical Forms Components & Fields](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms-components-fields) - [ePrescriptions](https://support.pabau.com/en/pabau2/clinical?hsLang=en#eprescriptions) - [Drugs](https://support.pabau.com/en/pabau2/clinical?hsLang=en#drugs) - [Custom Labs](https://support.pabau.com/en/pabau2/clinical?hsLang=en#custom-labs) - [Vaccines](https://support.pabau.com/en/pabau2/clinical?hsLang=en#vaccines) - [Diagnostic & Billing Codes](https://support.pabau.com/en/pabau2/clinical?hsLang=en#diagnostic-billing-codes) - [Pabau AI Scribe](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en#main-content) - [AI in Treatment Notes](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en#ai-in-treatment-notes) - [Pabau GO iOS app](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#main-content) - [Getting started](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#getting-started) - [General](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#general) - [Care Pathways](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#care-pathways) - [Appointments](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#appointments) - [Clients](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#clients) - [Pabau Scribe](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#pabau-scribe) - [Payments](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#payments) - [Leads](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#leads) - [Quotes](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#quotes) - [Reviews](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#reviews) - [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en#main-content) - [Broadcasts](https://support.pabau.com/en/pabau2/marketing?hsLang=en#broadcasts) - [Reviews](https://support.pabau.com/en/pabau2/marketing?hsLang=en#reviews) - [Referrals](https://support.pabau.com/en/pabau2/marketing?hsLang=en#referrals) - [Gift Cards](https://support.pabau.com/en/pabau2/marketing?hsLang=en#gift-cards) - [Loyalty](https://support.pabau.com/en/pabau2/marketing?hsLang=en#loyalty) - [Marketing Sources](https://support.pabau.com/en/pabau2/marketing?hsLang=en#marketing-sources) - [Capture Forms](https://support.pabau.com/en/pabau2/marketing?hsLang=en#capture-forms) - [Workflows](https://support.pabau.com/en/pabau2/marketing?hsLang=en#workflows) - [Promotions](https://support.pabau.com/en/pabau2/marketing?hsLang=en#promotions) - [Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#automations) - [Client Lifecycle & Engagement Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#client-lifecycle-engagement-automations) - [Lead Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#lead-automations) - [Payments & Billing Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#payments-billing-automations) - [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#main-content) - [Client Notifications](https://support.pabau.com/en/pabau2/communications?hsLang=en#client-notifications) - [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#communications) - [Sender Address](https://support.pabau.com/en/pabau2/communications?hsLang=en#sender-address) - [Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#main-content) - [General](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#general) - [Customize](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#customize) - [Analytics](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#analytics) - [Client Portal](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#client-portal) - [Social Media](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#social-media) - [New Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#new-online-bookings) - [Financials](https://support.pabau.com/en/pabau2/financials?hsLang=en#main-content) - [General](https://support.pabau.com/en/pabau2/financials?hsLang=en#general) - [Payment Processing](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-processing) - [Invoices](https://support.pabau.com/en/pabau2/financials?hsLang=en#invoices) - [Policies](https://support.pabau.com/en/pabau2/financials?hsLang=en#policies) - [Quotes](https://support.pabau.com/en/pabau2/financials?hsLang=en#quotes) - [Disputes](https://support.pabau.com/en/pabau2/financials?hsLang=en#disputes) - [Taxes](https://support.pabau.com/en/pabau2/financials?hsLang=en#taxes) - [Discounts](https://support.pabau.com/en/pabau2/financials?hsLang=en#discounts) - [Sales History](https://support.pabau.com/en/pabau2/financials?hsLang=en#sales-history) - [Payment Links](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-links) - [Payments](https://support.pabau.com/en/pabau2/financials?hsLang=en#payments) - [Payment Processing (Updated)](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-processing-updated) - [Card Terminals](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#main-content) - [Setting up the Pabau Pay Card Terminal](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#setting-up-the-pabau-pay-card-terminal) - [Wallet](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#wallet) - [Card Terminal Troubleshooting](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#card-terminal-troubleshooting) - [Products & Stock](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#main-content) - [Products](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#products) - [Inventory](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#inventory) - [Orders](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#orders) - [Inventory Movement](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#inventory-movement) - [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en#main-content) - [General](https://support.pabau.com/en/pabau2/leads?hsLang=en#general) - [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en#leads) - [Pipelines](https://support.pabau.com/en/pabau2/leads?hsLang=en#pipelines) - [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en#main-content) - [General](https://support.pabau.com/en/pabau2/analytics?hsLang=en#general) - [Custom Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#custom-reports) - [Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#reports) - [Memberships](https://support.pabau.com/en/pabau2/memberships?hsLang=en#main-content) - [Getting started](https://support.pabau.com/en/pabau2/memberships?hsLang=en#getting-started) - [General](https://support.pabau.com/en/pabau2/memberships?hsLang=en#general) - [Selling memberships online & at POS](https://support.pabau.com/en/pabau2/memberships?hsLang=en#selling-memberships-online-at-pos) - [Activities](https://support.pabau.com/en/pabau2/activities?hsLang=en) - [App Marketplace (Integrations)](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#main-content) - [General](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#general) - [Payments & Accounting](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#payments-accounting) - [UAE (Emirates ID and NABIDH)](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#uae-emirates-id-and-nabidh) - [FAQs & Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#main-content) - [FAQs](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#faqs) - [Glossary of Pabau terminology](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#glossary-of-pabau-terminology) - [Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#troubleshooting) - [Developer & Other](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#main-content) - [Labs & Pharmacies](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#labs-pharmacies) - [Objects](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#objects) - [Migrating Your Data to Pabau](https://support.pabau.com/en/pabau2/migrating-your-data-to-pabau?hsLang=en) - [Pabau Account Optimization](https://support.pabau.com/en/pabau2/pabau-account-optimization?hsLang=en) - [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#main-content) - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#client-portal-guide) - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started) - [Appointments](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#appointments) - [Payments and Cards](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#payments-and-cards) - [Packages, Vouchers and Loyalty](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#packages-vouchers-and-loyalty) - [Your Details, Forms and Documents](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#your-details-forms-and-documents) - [Best Practices](https://support.pabau.com/en/pabau2/best-practices?hsLang=en) - [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal?hsLang=en) - [Compliance](https://support.pabau.com/en/pabau2/compliance?hsLang=en) - [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content) - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started) - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases) - [Forms & templates](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#forms-templates) - [Prescriptions](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#prescriptions) - [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content) - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started) - [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content) - [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#labels) - [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content) - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started) - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations) - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel) - [SMS](https://support.pabau.com/en/pabau2/engage?hsLang=en#sms) - [Phone Calls](https://support.pabau.com/en/pabau2/engage?hsLang=en#phone-calls) - [Porting Your Numbers](https://support.pabau.com/en/pabau2/engage?hsLang=en#porting-your-numbers) - [WhatsApp](https://support.pabau.com/en/pabau2/engage?hsLang=en#whatsapp) - [Email](https://support.pabau.com/en/pabau2/engage?hsLang=en#email) - [Fax](https://support.pabau.com/en/pabau2/engage?hsLang=en#fax) - [Facebook & Instagram](https://support.pabau.com/en/pabau2/engage?hsLang=en#facebook-instagram) - [Routing & Automation](https://support.pabau.com/en/pabau2/engage?hsLang=en#routing-automation) - [Billing & Usage](https://support.pabau.com/en/pabau2/engage?hsLang=en#billing-usage) - [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content) - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk) - [Insurance Billing (US)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-us) - [Insurance Billing (Australia)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-australia) - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources) - [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) - [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en) - [Ultrasound Configuration (DICOM Setup)](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#main-content) - [GE Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#ge-ultrasound-machines) - [Mindray Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#mindray-ultrasound-machines) - [Samsung Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#samsung-ultrasound-machines) - [Philips Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#philips-ultrasound-machines) - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds) [![Pabau](https://support.pabau.com/hubfs/logo-final-1.svg "Pabau")](https://pabau.com)   Copyright © 2025, Pabau