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How to merge client profiles

If you have multiple of any clients or need to merge profiles for any reason, follow the instructions below.

Written by Sonja Gebhardt
  1. Go to the 'Clients' tab, use the search function ๐Ÿ” to find the clients you would like to merge if they do not appear automatically
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  2. Click the grey three dots ๐Ÿ‘‡ to the right of the page on the client you would like to merge
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  3. Then select 'Merge' ๐Ÿ‘‡
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  4. Scroll the bottom of the page that pops up and type the name of the patient you would like to merge this patient with
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  5. A pop-up will confirm that you would like to continue, confirm you would like to ๐Ÿ‘ by selecting 'Yes, Merge'
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  6. You have now merged successfully! ๐ŸŽ‰

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