This is how you do it:

 

1. Access the Client Record with the least client details.

2. Under 'Admin' click 'Merge to Client'

3. Search for the the client to merge into

4. Confirm the merge by clicking 'Ok'

 

Here is a breakdown of what is merged across:


What is merged:

- Appointments

- Invoices

- Session Notes

- File Upload

- Reminders

- Referrals

- Statements

- Packs


What is not merged:

- Details from the clients details page

- Contacts