Client records are created and maintained by their email address when clients book online. On occasion, a client might have a typo or use a different email address, creating a duplicate client record.

It is easy to merge these duplicates into a singe record through the Clients tab to avoid any confusion.

Contents in this article:

  • Note about merged information
  • Merging duplicate records
  • Merging multiple duplicate records
  • How to merge records when a merge button doesn't appear

Note about merged information

The client record most recently used or updated will be the top record on your client list when there are duplicate records.

When the records are merged, the contact information from the top record will be used for the combined record. You'll want to make sure that it is correct after the merge. If not correct, edit the combined record to update the contact information.

Merging duplicate records

When two records share the same first and last name, a merge button will appear on the lower of the two records on your client list.

(1) Click the merge button

(2) On the prompt, click Yes to confirm the merge

Merging multiple duplicate records

You may find that you have more than two duplicate records. Multiple merge buttons will appear.

As with two duplicate records, the merge button will appear on the lower of two records. When the button is clicked, the record will merge with the one immediately above it.

(1) Click the merge button on one of the lower records

(2) On the prompt, click Yes to confirm the merge

(3) Click the merge button for the remaining records

(4) Confirm the merge

You'll want to confirm that the contact information in the final single record after all multiple records are merged is correct. If not, edit the record to update the contact information.

How to merge records when a merge button doesn't appear

A client's first and last name must match exactly on duplicate records for the merge button to appear. On occasion, you may notice duplicate records that appear to have the same name but do not have a merge button.

Edit both client records to make sure the first and last name on both records matches exactly. On occasion, an extra space may appear at the end of the first name or last name (or both) that will cause the two records not to match.



keywords: client, clients, merge, merging, duplicate, record, records, merge button

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