📝 Overview
This article explains how to merge duplicate client profiles in the software. You’ll learn which information transfers, what restrictions might prevent a merge, and what permissions are required to access this feature.
🔑 Authorizations
To merge client profiles, your employee access level must include:
All membership permissions
Ability to edit and delete clients
Without these permissions, the Merge Clients option will not be available.
🛠️Client Merge Process
Use this process to consolidate duplicate client records into one complete profile.
Click the arrow to learn how to merge clients
Click the arrow to learn how to merge clients
⚠️Disclaimer:
You cannot merge profiles if both have saved cards on file. The card saved on file from one profile must be deleted before continuing.
You cannot merge profiles if both have online booking accounts. One will need to be deleted before continuing.
You cannot merge profiles if both have an active membership. One will need to be removed before continuing. Any active membership from one profile will transfer to the merged profile.
Go to the Clients section from the top toolbar.
Select the first client profile you want to merge.
Select the second client profile you want to merge with the first.
Click the Merge Clients button in the upper right corner to open the merge decision screen.
Choose which details to keep from each profile.
Click Merge Clients at the bottom right to finalize the merge.
The final merged client profile will contain any pets from both profiles as well as the chosen client information.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What happens to memberships when clients are merged?
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Click the arrow to view the answer
The active membership from one profile will transfer to the merged profile so that the client does not lose membership benefits.
What permissions do I need to merge clients?
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Click the arrow to view the answer
You must have all membership permissions and the ability to edit and delete clients enabled in your employee access settings.
Will clients notice when their profiles are merged?
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Click the arrow to view the answer
The merge process is seamless from their perspective. All relevant history, membership, and contact details are retained. However, if an online booking account was removed to allow the merge the client will need to use the remaining account to login.