Go to the 'Clients' tab, use the search function š to find the clients you would like to merge if they do not appear automatically
āClick the grey three dots š to the right of the page on the client you would like to merge
āThen select 'Merge' š
āSearch for a client by adding their name in the pop up.
āConfirm you would like to š by selecting 'Yes, Merge'
āYou have now merged successfully! š
Academy videos
How to manage clients on the Client cases page: How to merge client profiles
Merging duplicate client profiles



