Merging Duplicate Clients

To merge duplicate client profiles, open the Clients app and select the client you want to keep.

Select Merge Client from the "..." menu.

Specify the client to merge from and select Next.

Select Confirm to merge the clients.

The following information will be merged:

• Appointments

• Cards on file

• Client notes (will be combined with any existing client notes)

• Gift cards

• Sales

• Timeline notes

Any information that does not exist in the Client to merge into will be copied from the Client to merge from, but the system will not override any information.