When more than one Client Profile exists for the same person, those multiple profiles can and should be merged into one profile. IMPORTANT: Merging client profiles cannot be undone, and will consolidate two client records into one. This includes all notes, orders, appointments, stored credit cards, and accommodations.
Merging Client Profiles
- From the Clients tab, click Merge Clients
- Under Client Profile 1, enter in the client name and select the first name that appears in the dropdown
- Under Client Profile 2, enter in the client name and select the second name that appears in the dropdown
- In each row, select the information to KEEP
- Click Merge Clients
A "Clients Merged!" notification at the bottom left of the screen will appear briefly to notify you of a successful merge
If initially there were three or more duplicate profiles, repeat the above steps to merge all remaining profiles.