Merge client profiles
In this guide, you'll learn how to identify and merge duplicate client profiles to keep your client list clean and accurate.
Why merge client profiles?
- Duplicate profiles can appear when clients book online with different contact details than those stored in your system.
- Merging profiles combines their information, appointment history, and wallet into a single, accurate record.
- Keeping your client list free of duplicates ensures more accurate reporting and a better client experience.
Merge duplicate client profiles
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Look for the duplicate notification banner at the top of your client list and click Review and merge.
- Review the suggested duplicate pairs and select the profiles you want to merge.
- Choose which profile to keep as the primary record.
- Click Merge to combine the profiles.
Merging profiles is permanent and cannot be undone. Review both profiles carefully before confirming.