Clients and forms

How to find and merge duplicate client profiles

Review potential matches, choose the profile to keep, and combine history carefully.

Step by step

1
Open Clients and choose Potential Duplicates or Find duplicates.
2
Review the matching email, phone, name, date of birth, and address.
3
Choose the surviving client profile and confirm the merge.
4
Return to client search and open the surviving profile to confirm appointments, forms, notes, and billing history.

What should happen

One active client profile remains with the combined history; the merged source profile no longer appears as a separate active client.