--- title: Understanding the Client Panel in Engage description: "A tour of the patient panel in Engage: contact details, files, notes, account balance and the Book, Chart, Bill and Profile shortcuts into Pabau." --- [Skip to content](https://support.pabau.com/en/pabau2/understanding-the-client-panel-in-engage#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. [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en) 3. [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel) # Understanding the Client Panel in Engage ## A tour of the patient panel in Engage: contact details, files, notes, account balance and the Book, Chart, Bill and Profile shortcuts into Pabau. The patient panel puts the client's Pabau record next to the conversation, so your team can answer questions without switching apps. This article walks through everything it shows. **Opening the Panel** Open a conversation and click the **panel** button at the far right of the conversation header. The panel slides in on the right; click the button again to hide it. ![The Engage patient panel showing the client’s photo, patient number, action buttons, contact details, files, notes, account balance and privacy note.](https://support.pabau.com/hubfs/engage-kb-v2/recon-patient-panel.png) **What the Panel Shows** - **Identity** — the client’s name and patient number (for example PT-30405), so you can be sure you have the right record. - **Action buttons** — **Book** opens the calendar for this client, **Chart** opens their clinical record, **Bill** starts a sale, and **Profile** opens their full client card in Pabau. - **Contact** — phone, email, date of birth and address. - **Files** — recent documents on the client’s record, with **View all** linking to the rest. - **Notes** — the latest note from the client’s record, with its author and date. - **Account** — the client’s current balance, with a **Statement** link. ![The patient panel with the Book, Chart, Bill and Profile shortcut buttons highlighted.](https://support.pabau.com/hubfs/engage-kb-v2/g-patient-panel-actions.png) **Privacy** The panel’s footer reminds you that messages are encrypted in transit and at rest, and that an audit log is available on the patient chart. **NOTE:** If the conversation is not linked to a client yet, the header shows **Not a patient** instead — see our **How to Link a Conversation to a Client in Engage** article. ---   **Related Articles** We suggest reading our [How to Link a Conversation to a Client in Engage](https://support.pabau.com/en/pabau2/how-to-link-a-conversation-to-a-client-in-engage?hsLang=en) and [How to Create a Lead or Client from a Conversation in Engage](https://support.pabau.com/en/pabau2/how-to-create-a-lead-or-client-from-engage?hsLang=en) articles next. 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