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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.

Support at Joy avatar
Written by Support at Joy
Updated over a week ago
  1. Go to the 'Clients' tab, use the search function πŸ” 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 πŸ‘‡ to the right of the page on the client you would like to merge
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  3. Then select 'Merge' πŸ‘‡
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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 πŸ‘ by selecting 'Yes, Merge'
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  6. You have now merged successfully! πŸŽ‰

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Video Walkthrough

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