Merge client profiles
In this guide, you’ll learn how to merge duplicate client profiles in your workspace.
In this article
How merging clients works
Fresha identifies duplicate client profiles when the same email or phone number is used.
If a client books online using details that match in-store profiles, the system automatically merges them into one. An alert appears if you try to add a new client whose details match an existing client.
Merging a client's profile combines all their client's details, sales, and appointments under one profile and cannot be reversed.
Merge single profiles
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Select a client from your client list to open their profile.
- In the client profile view, click on Actions and select Merge profiles.
- In the Merge duplicates view, tick the check box next to the suggested clients.
- Select Add another client to manually add a client who isn’t listed.
- Select Add another client to manually add a client who isn’t listed.
- Click on the Merge selected button at the bottom to merge the client profiles.
- In the client details pop-up, select the correct name, mobile, or email.
- Click on the Merge & save button to confirm.
Once merged, the selected client profiles are combined into one.
FAQs
When you merge client profiles, all appointments, sales history, and details from both profiles are combined into a single profile.
Merges are permanent, so it’s best to review the profiles carefully before confirming.
Fresha looks at email addresses or mobile phone numbers to identify potential duplicates. Clients can create multiple profiles using the same mobile number but different email addresses.
Profiles linked to Marketplace accounts cannot be merged with each other. However, you can merge a Marketplace profile with a matching in-store profile if the contact details are the same. If a client has multiple Marketplace accounts, encourage them to use a single account or update their account details.
To prevent confusion and ensure accurate records, we recommend that clients use different contact details for separate accounts. If two profiles share the same email address or mobile number, Fresha will automatically merge them when the client books online.
When an in-store profile is merged with a Marketplace user profile, the system automatically keeps the name from the Marketplace profile.