Merging Family Members

If a profile contains duplicate family members, you can consolidate the duplicate accounts from the main client's profile. In this article, we will walk through the process of merging family members.

Things to Know:

• The ability to merge family members is governed by the "Accessing Client Records" access control setting.
• Merging family members is a permanent decision and cannot be reversed
• Memberships
  • When merging family members, the membership associated with the family member whose details you choose to keep will remain visible on the client profile.
  • The other family member's membership will still exist but must be manually reassigned to a different family member if the membership is set to individual family member. Example: If Suzie has a membership and you keep Suzie’s details, the membership stays with Suzie. If you keep Karl's details (and Karl doesn’t have a membership), Suzie's membership will be reassigned to Karl.
• Packages
  • Similar to memberships, the package for the family member whose details you retain will remain visible.
  • The other family member's package must be reassigned to another family member if the package is set to individual family member. Example: If Suzie has a package and you retain Suzie’s details, the package stays with Suzie. If you retain Karl’s details (and Karl doesn’t have a package), Suzie’s package will be reassigned to Karl.
• Appointments
  • All past and upcoming appointments for both family members will be retained during the merge.
  • These appointments will be updated to reflect the details of the family member you choose to keep. Example: If Suzie has appointments and you retain Karl’s details, all of Suzie’s past and future appointments will be reassigned to Karl.  
• You can determine which first name, last name, gender, date of birth, notes, etc., to keep
• If only one family member is on the account, the merge option will not be displayed  

To merge family members:

1. Go to the Clients tab
2. Search for the primary client
3. Open the client's profile
4. Expand the "All Family Members" menu in the top right
5. Click on the Merge Family Member option 
6. From the dropdown menu, choose one of the family members you want to merge 
7. Select the Next button 
8. Choose which family member you want to merge with the initially selected one
9. Select the Merge Selected button at the bottom right of the page
10. Select the details that you want to retain

Once you're satisfied, click Done to finish the merging or select Merge Additional to include more family members in the merge. 

For more information, contact support@mytime.com. 

Related Articles

Adding Family Members Manually

Deleting Family Members