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Mobile app: How to merge multiple client records
Mobile app: How to merge multiple client records

Managing multiple duplicate client records through the mobile app

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

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

It is easy to merge these duplicates into a singe record through the Clients tab on the Schedulista mobile app 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, 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 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.

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