Merging duplicate clients is quick and easy.
Bookem tries to match online bookings with existing client profiles. But if there are small differences in details like email, mobile number or name, a new profile might be created. This can result in separate booking histories, notes, accounts and other data.
You can merge these profiles into one to keep everything tidy and accurate.
Go to Clients
Click on the Find duplicate clients button
Follow the prompts to see a list of possible duplicates
Select the merge button to combine profiles
Clients are merged from top to bottom
Bookem keeps the populated fields from the profiles higher in the list
You can drag to reorder the list before merging
Once you're happy with the order, click Merge in order