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How can I merge duplicate client profiles?

 

When a client is booking an appointment online, they enter an email address to create a MyTime consumer account. After creating a consumer accounts, and booking an appointment with your business, a client record is created on your end. 

Note: If a client uses a new email address to book online, they will create a new MyTime consumer account and subsequently a new client record on your side. The system does not allow you to merge the two client records. Merging the client records would impact consumer account information on the backend.

 

Duplicate client records for clients who have not created two MyTime consumer accounts, can be merged by going to your Client Manager. To get started, navigate to the Clients tab.

Next, select the Manage Clients dropdown above the client list, and select Merge Clients:

Next, search for the name of the duplicate client using the search field on the right hand side of the page. Check the boxes beside the clients you'd like to merge, then select Merge Selected Clients.

If the duplicate clients have different information, you will be prompted to select which piece of information you’d like to keep. For instance, if the home phone number for each duplicate client is different, you will be prompted to select which number to keep:

Once you’re done selecting the information to keep, select Save, and the duplicate clients will merge.

 

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