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Overview of the Clinic List

In this guide, we will provide an overview of the Clinic List panel and explain its key features.

Step 1: Navigate to the Calendar

First, log in to your Pabau account, and in the left sidebar menu, click on Calendar.

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Step 2: Access Clinic List

Click the cogwheel icon in the top-right corner of the calendar, then select "Clinic List" from the menu.

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What's Inside the Panel

The Clinic List is split into a filter sidebar on the left and a main content area on the right.

Filter Sidebar

Date — Calendar picker for selecting the day to view. Use the arrows to move between months.

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Today / Navigation Arrows — Jump to today, or step forward or back one day at a time.

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Employees — Filters the list by one or more team members. Defaults to All employees.

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Locations — Filters the list by clinic location. Defaults to All locations.

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Columns — Choose which data columns appear in the booking table: Date, Time, Location, Patient, Date of Birth, Address, Mobile, Email, Practitioner, Service, Room, Insurance Company, Insurance No., and Notes.

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Appointment Custom Fields — Expandable section listing custom appointment fields configured for the clinic, such as Auth Code.

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Client Custom Fields — Expandable section listing client-level custom fields, such as GP Address, GP Name, and Next of Kin.

Day Summary — Includes or excludes the summary tables at the top of the list.

Page Break After Summary — Inserts a page break between the summary tables and the booking table.

Booking Count — Shown at the bottom of the sidebar (e.g. "25 bookings"), updating automatically as filters change.

 

NOTE: Filter and column selections apply for the current session only. Reapply them the next time the Clinic List is opened.

Main Content Area

  • By Appointment Type – summary table of booking counts per appointment type.
  • By Practitioner – summary table of booking counts per practitioner.
  • Search bar – search bookings by patient name, email, or mobile number.
  • Booking table – detailed list of bookings, displaying the columns selected in the sidebar.

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Action Bar

  • Close – closes the Clinic List panel.
  • Email – sends the current list to a recipient.
  • Print – opens a print-ready version of the list.

With these filters and display options, you're ready to customize the Clinic List to suit your clinic's reporting needs.


 For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.