Merging Duplicate Clients

Duplicate clients can be merged together preventing the need to manually copy appointment and invoicing information.

This is how you do it:

  1. Access the client's profile with the least client details. 
  2. Under Admin click Merge With Another Profile.
  3. Search for the client to merge into.
  4. Click OK to confirm the merge.

What is Merged Across?

  • Additional Comments from the Details page
  • Appointments
  • Session Notes
  • File Uploads
  • Reminders
  • Referrals
  • Invoices and Payments
  • Statements
  • Session Packs
  • Contacts

Important

The information recorded on the client details page will not be merged across. We recommend finding the client profile with the least details filled in and merging into the profile with the most details.

Still need help? Contact Us Contact Us