Duplicate records happen when different staff create profiles, or when clients book through multiple channels. The Merge Clients tool identifies duplicates and lets you combine them into a single master record — joining appointment history, balances, consent forms, files, and notes without losing a single data point.
How It Works
01
Go to Clients → Find Duplicates or manually search for the two duplicate profiles
02
Review both records side by side to confirm they represent the same person
03
Select which profile becomes the master record — all data from both is combined into it
04
Confirm the merge — it is logged in the audit trail with your name and timestamp
Key Features
Smart Duplicate Detection
Side-By-Side Comparison
Master Record Selection
Full Data Merge
Appointment History Combined
Balance Reconciliation
Consent Form Merge
Audit Log Entry
Pro Tips
Run the Find Duplicates report monthly to keep your database consistently clean
Always review the appointment history on both records before merging to confirm it is safe
Notify the client after merging so they have a single login and know their data is consolidated