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Merge client profiles
Merge client profiles
In this guide, you’ll learn how to merge duplicate client profiles one at a time or in bulk.
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 will automatically merge them into one.
You can also merge profiles manually, either individually or in bulk. An alert will appear if you try to add a client with contact details already in the system. While profiles linked to Marketplace accounts cannot be merged with each other, you can merge one online profile with matching in-store profiles.
Merge single profiles
- Open a client's profile from your Client list.
- In the client view, click on Actions and select Merge profiles.
- In the Merge duplicates view, tick the check box next to the clients you want to merge.
- 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 will be combined into one, keeping all appointments, sales, and contact details in a single place.
When merging an in-store profile with a marketplace user profile, the system will automatically use the name attached to the marketplace user's profile.
Merge profiles in bulk
- From the main menu on the left of your screen, go to Clients.
- Click on the Options button in the top right and select Merge clients from the panel.
- In the Merge duplicates view, tick the check box next to the clients you want to merge.
- Click on the Merge selected button at the bottom to merge the client profiles.
- In the pop-up, tick the check box to acknowledge that merging cannot be undone.
- Click on the Confirm button to merge the profiles.
Once confirmed, the selected profiles will be merged into single client records, combining their appointments, sales, and contact details.
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.
You can merge one online Marketplace profile with any matching in-store profiles. While it's not possible to merge two Marketplace accounts, combining online and in-store profiles helps keep your client records connected.
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.