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 both clients have user accounts, the option to select an email to retain will not be available. The email displayed on the merged profile will be determined alphabetically, with the system automatically selecting the email associated with the client whose name comes first, regardless of any changes made to the first or last name in the merge modal. Example: If you merge two clients with user accounts, John Wick and Amanda Jones, the system will retain Amanda's email on the merged profile.

  •  If neither profile is associated with a user, you will be prompted to select which email address to keep.

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