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.
