This is how you do it:

  1. Access the Client Record with the least client details.
  2. Under 'Admin' click 'Merge with another profile'
  3. Search for the client to merge into
  4. Confirm the merge by clicking 'Ok'


Here is a breakdown of what is merged across:

What is merged:

- Additional Comments from the Details page

- Appointments

- Invoices

- Session Notes

- File Upload

- Reminders

- Referrals

- Statements

- Packs

- Contacts

 

What is not merged:

- Other details from the client's details page