Go to the 'Clients' tab, use the search function ๐ to find the clients you would like to merge if they do not appear automatically
โClick the grey three dots ๐ to the right of the page on the client you would like to merge
โThen select 'Merge' ๐
โScroll the bottom of the page that pops up and type the name of the patient you would like to merge this patient with
โA pop-up will confirm that you would like to continue, confirm you would like to ๐ by selecting 'Yes, Merge'
โYou have now merged successfully! ๐
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



