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 on the Schedulista mobile app 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, edit the combined record to update the contact information.
Merging duplicate records
When two records share the same first and last name, a three-circle merge icon will appear on the lower of the two records on your client list.
(1a) On iPhone: Swipe the record with the merge icon left on iPhone; or
(1b) On Android: Press and drag the record with the merge icon left
(2) Tap the MERGE button
Merging multiple duplicate records
You may find that you have more than two duplicate records. Multiple merge icons will appear.
As with two duplicate records, the three-circle merge icon will appear on the lower of two records. When the MERGE button is tapped, the record will merge with the one immediately above it.
(1a) On iPhone: Swipe one of the records with the merge icon left; or
(1b) On Android: Press and drag one of the records with the merge icon left
(2) Tap the MERGE button
(3) Swipe (iPhone) or press and drag (Android) on the remaining duplicate record
(4) Tap on the MERGE button
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 three-circle merge icon to appear. On occasion, you may notice duplicate records that appear to have the same name but do not have a merge icon.
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.
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