Client Card

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24 articles in this collection
Written by William Brandham, Elena, and Sofija

How to send a Social Survey manually

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Written by Sofija
Updated over a week ago

How to Change Clients' Email Address in Their Client Card

Changing an email address in a client card
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Written by Elena
Updated over a week ago

How to Manually add Loyalty Points to a Client

points loyalty
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Written by Sofija
Updated over a week ago

How to turn On/Off reminders for a specific patient

reminders sms email social survey
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Written by Sofija
Updated over a week ago

How to Setup Insurance Details in Client Card

After setting up insurance contracts and insurance companies into your system you can link them with a client's profile.
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Written by Elena
Updated over a week ago

Emailing Photos to Clients

You can email the photo you took of your client on his appointment or share it with him on his Pabau Connect Profile.
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Written by Elena
Updated over a week ago

Looking up Clients

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Written by William Brandham
Updated over a week ago

Adding Social Media links to the client details

social media
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Written by Sofija
Updated over a week ago

Merging Client Records

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Written by William Brandham
Updated over a week ago

Upload & Delete Client Photos

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Written by William Brandham
Updated over a week ago

Client Notifications

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Written by William Brandham
Updated over a week ago

Booking from Client Card

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Written by William Brandham
Updated over a week ago

Search for a Client

How to find a client; Search for a client; Client search
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Written by Elena
Updated over a week ago

How to Make a Client Inactive

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Written by Elena
Updated over a week ago