Client Card

How to send a Social Survey manually

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

Written by Elena
Updated over a week ago

How to Manually add Loyalty Points to a Client

points loyalty

Written by Sofija
Updated over a week ago

How to turn On/Off reminders for a specific patient

reminders sms email social survey

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.

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.

Written by Elena
Updated over a week ago

Looking up Clients

Written by William Brandham
Updated over a week ago

Adding Social Media links to the client details

social media

Written by Sofija
Updated over a week ago

Merging Client Records

Written by William Brandham
Updated over a week ago

Upload & Delete Client Photos

Written by William Brandham
Updated over a week ago

Client Notifications

Written by William Brandham
Updated over a week ago

Booking from Client Card

Written by William Brandham
Updated over a week ago

Search for a Client

How to find a client; Search for a client; Client search

Written by Elena
Updated over a week ago

How to Make a Client Inactive

Written by Elena
Updated over a week ago

Adding a Communication

Written by William Brandham
Updated over a week ago

Send Email to Clients

Send an email to a client directly from the client card

Written by Elena
Updated over a week ago

Send SMS

Written by William Brandham
Updated over a week ago

Sending a Letter (Word)

Written by William Brandham
Updated over a week ago

Emailing a Receipt

Written by William Brandham
Updated over a week ago

Queued Letters

queued letter letter queue

Written by Elena
Updated over a week ago

Adding a Treatment Note

Written by William Brandham
Updated over a week ago

Uploading & Deleting Documents

Written by William Brandham
Updated over a week ago

Adding & Deleting Alerts & Notes

Written by William Brandham
Updated over a week ago

Creating a Voice Note

Written by William Brandham
Updated over a week ago