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How to merge multiple client records
How to merge multiple client records

Managing multiple duplicate client records

Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

More information: Merging client records

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. You may find that a client has more than two duplicate records. 

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

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 multiple duplicate records

With more than two client records matching the same name, 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.

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