Oh dear, someone has added the same client in twice, and now they have two client cards. It's okay, it happens! Here's how to merge two clients into one, combining their visit and product history plus contact details.
Note: only Administrators and Salon Managers can merge duplicate clients. Staff users can't.
- Search for the client and figure out which of their two cards has the most information, that's the one you want to keep.
- Open that client's Client Card, click the three-dot Actions menu, then click Merge Clients.
- The Client to keep field is already filled in with the client card you're on.
- Under Find Client to Merge, search for the duplicate account and select it.
- Click Merge.
- You'll be asked to confirm. Click Proceed once you're sure you have the right two clients.
All of the duplicate client's personal details, product history, service history and notes are now on the client you kept.
A couple of things to know
- The merge can take a minute or so to finish. If you search for the duplicate straight after and they still show up, just wait and try again, once the merge is done they won't appear in search anymore.
- You can't undo a merge, so double check you've picked the right two clients before you click Proceed. The duplicate client can be undeleted afterwards (see Deleting and Undeleting a Client). Only their contact details come back, their visit and purchase history stays merged with the other client.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.