Merging Clients

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
• If both client profiles have a credit card on file, only one card will be retained, with the card having the furthest expiration date being selected.
• You can determine which first name, last name, and phone number to keep.
• Email address retention:
  • If one of the profiles is associated with a user (e.g., the client signed up on mytime.com or your booking widget), the system will not display the option to choose an email address, as the associated email will be kept by default.
  • If neither profile is associated with a user, you will be prompted to select which email address to keep.
  • If two merged profiles had different user accounts, the system retains one and links it to the in-store profile. If the "Show User Detail" hidden setting is enabled, the retained user account will be displayed under user details. However, if the client logs in online using the user account that was not kept, a new client profile will be created in-store. 

To merge clients:

1. Go to the Clients tab
2. Expand the Manage Clients menu  
3. Select the clients you'd like to merge, then hit the Merge Selected Clients button at the bottom right of the page 
4. Select the details that you want to retain                                                                                                                         
5. Save

For more information, contact support@mytime.com.