Merging Two Clients

When you find duplicate clients in your database, it may be helpful to
merge them. The software provides a tool for that purpose. The client merge combines information from two client records into one and then removes one
of the clients from the database. Client notes are combined and all
sub-records (appointments, communications, invoices, sessions, production
orders, deposits, etc.) are moved to the new client.

HERE’S A FLASH FOR YOU!


Don’t want your employees to have the ability to merge clients? Check out Security Settings for more information!

1. Open the first client record.

2. Click on the File tab in the top left corner
   and select Merge with Another Client.
   

3. On the Merge
   Clients window, click Search
   for Client.

   

4. Locate the second client record and click OK.

5. Select the appropriate Merge
   Direction option.

6. Click Merge
   to complete the client merge.