# Basic Client Information

To access the client's page, there are several ways:

* Go from the table with the list of all patients - the link to the client's personal page is located in the last column of the table.
* Follow the link in the sidebar displaying current clinic guests (clicking on the card reveals detailed booking information and a button to the user's page).
* When viewing the Calendar, clicking on an order in the table or in the diagram will bring up a sidebar with links to each client's page in the order.
* When viewing all orders on the booking page, clicking on an order row reveals detailed information about the order and the clients. The client's name serves as a link to their page.
* Additionally, each Dashboard user has the ability to "pin" clients for quick access. In this case, the link to the clients is located in the upper right corner, on the main menu panel, next to the system user icon.

#### Overview of the client's page.

The client's page looks as follows:

<figure><img src="/files/sJ7N11xrr9L5t6LiuUDD" alt=""><figcaption></figcaption></figure>

On the left side (1), there is the main client information and navigation (menu) through their page; on the right side (2), there is the client's data for the selected menu item.

By default, when accessing the client's page, information about their bookings is displayed.

#### Navigation on the client's page.

The left panel of the page consists of the following parts:

![](/files/UkpM1QDqQ7Jzb1Eqftg1)

1 — The status of the client in the system (for non-staff doctors, the status "Doctor" is displayed, for ordinary patients nothing is displayed).

2 - Client's first and last name.&#x20;

3 - [Edit client's data](/santa-maria-dashboard/en/menu/patients-section/edit-patient-information.md) button.&#x20;

4 - General information about the client.&#x20;

5 - Client's registration time in the personal account (if the client is not registered, this line is absent).&#x20;

6 — Package of procedures that is selected in the current or future client order.

7 - Menu items of the client's page.&#x20;

8 - Pin/unpin client from quick access button. Quick access to clients is located in the upper right corner, next to the system user icon.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://maxbasev.gitbook.io/santa-maria-dashboard/en/menu/patient-record-section/basic-client-information.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
