Merge duplicate clients

If someone booked with a different phone or email, they may appear twice. Merging joins the two records.

Steps

1. Go to Clients. If we spot likely duplicates, a banner says "possible duplicates". Click Take a look.
2. Each pair shows why it looks like a match (same phone, same email or similar name). Click Review & merge.
3. Under 1. Which record do you want to keep?, choose Keep this one on the right record. Its name is used.
4. Check 2. What you'll end up with.
5. Under 3. Confirm, tick the box and click Merge into "…".

From a client's profile

1. Open the client and click Merge with another client… in the Details panel.
2. Search for the other record and pick it. The same review screen opens.

Good to know

• Merging can't be undone. The other record is deleted after its history moves across.
• Visits, photos, notes, tags and marketing permission from both records are kept. If both had notes, they're joined.
• Nothing is merged until you confirm. Clicking ✕ on the banner hides it until a new duplicate appears.
• Only the account owner can merge clients.