Merge duplicate clients
Two records for one human means split history: the visit count looks wrong, notes live in two places, and reminders go to the record without the phone number. Merging folds everything onto one record and retires the other.
Who can do this: roles with merge rights (Owner, Admin, or Manager).
Before you start
Merging can't be undone. Read the pair carefully before you click.
Merge a pair
- In the left sidebar, click Clients, then click Review duplicates next to the search box.
- The Duplicates page lists likely pairs, matched on details like a shared email or phone.
- In a pair, select the record to KEEP with its radio button. Look at each record's email, phone, and visit history; keep the one with the richer, more correct details.
- Click Merge into selected. Every visit, note, and balance from the other record folds onto the keeper, and the duplicate goes away.
Example. "Sarah Chen" booked online with her Gmail while the desk had "Sara Chen" with her phone number. The pair shows on Duplicates; the desk keeps the record with the visit history, merges, and Sarah's next reminder reaches a record that has both her email and phone.
[Screenshot: the Duplicates page with a pair selected]
Common questions
- Nothing shows on the Duplicates page? Then no likely pairs were found. Clean list. It's worth a glance after any big import.
- What exactly moves over? Visits, notes, and balances all land on the record you keep. Nothing is thrown away except the duplicate shell.
- I merged the wrong way? The merge itself can't be reversed. The data is all on the kept record either way; what you chose is the name and details that lead the record.
- How do duplicates happen at all? Usually one record from the desk and one from online booking with different contact details. Records with both email and phone rarely duplicate, because matching catches them.
Good to know
- Merging is also the fix for "edit the name": keep the record whose name is right.
- The list only proposes likely pairs; it never merges anything on its own.