If you have duplicate client accounts, you can merge the duplicate accounts from the Clients tab.
Things to know:
- By default, all client's notes, purchase history, memberships, packages, gift cards, and labels are retained
- You can determine which first name, last name, and phone number to keep.
To merge clients:
- Go to the Clients tab
- Expand the Manage Clients menu
- Select the clients you'd like to merge, then hit the Merge Selected Clients button at the bottom right of the page
- Select the details that you want to retain