Skip to main content

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 šŸ” to find the clients you would like to merge if they do not appear automatically
    ​

  2. Click the grey three dots šŸ‘‡ to the right of the page on the client you would like to merge
    ​

  3. Then select 'Merge' šŸ‘‡
    ​

  4. Search for a client by adding their name in the pop up.
    ​

  5. Confirm you would like to šŸ‘ by selecting 'Yes, Merge'
    ​

  6. You have now merged successfully! šŸŽ‰

Did this answer your question?