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Merging Clients
Administrator users can merge duplicate clients. The appointments associated with all the merged clients will be merged into one client with the selected client details.

*Merge cannot be undone.

To merge one or more Clients

Go to the Administrator
Select the Client option from the menu on the top left
Select the Merge button on the top right

A panel will appear to the right of the client list.
In the client list find the clients you want to merge.
You can filter on (First name, Last name, Email address and Phone number)
Select a client from the Clients list
Click the +Add button in the right panel to add it to the Merge list
(To remove clients from the merge list Select the client name in the right panel Click the - (minus) button)

Once all clients to be merged are in the merge list
Click the Merge button

For each field select the value you wish to keep in the merged client
Be careful as this operation cannot be undone!
Click the Save button.

It may take a moment to complete the merge operation. You'll see the merge list change to only the one newly merged client.
Click Cancel to close the Merge panel.

Flash Appointments
Date Created
9/22/2008 11:19:25 AM
Date Updated
5/22/2023 10:38:55 AM
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