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Merge client profiles
Merge client profiles
Clean up your client list by combining duplicate profiles into one unified record. Learn more about merging multiple profiles.
How merging clients works
The system automatically identifies duplicate client profiles based on their contact details (email address or mobile phone number). Merging these profiles will combine the client's appointments, sales, and profile information into one single profile. Here are a few things you need to know below:
- There are three ways to merge duplicate client profiles; manually, in-bulk and automatically by the system.
- When adding a new client profile in-store, the system displays a banner at the top of the screen to alert you about existing clients with the same contact information.
- You can merge multiple client profiles that have been created in-store.
- Merging client profiles associated with a marketplace user account is not possible. You can however merge one online profile with client profiles created in-store.
- Clients can create multiple profiles using the same mobile number but different email addresses.
Merging profiles manually
To merge client profiles manually:
- Open your Client list and select the client you want to merge.
- In the client profile, select Actions, then Merge profiles.
- Clients that appear to be duplicates will be displayed as suggestions.
- Mark the checkbox next to the clients you want to merge.
- If a client is not listed, click Add another client to merge to add them manually.
- Click Merge selected.
- Use the dropdown menu to select the correct name of the client.
- Click Merge & save.
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.
Merging profiles in bulk
To merge multiple clients in bulk:
- Open your Client list.
- If duplicate clients are detected, a banner will prompt you to Review and merge your client list. Or, you can click Options and select Merge clients.
- Choose Review & Merge.
- Mark the checkbox next to the clients you want to merge.
- Click Merge selected.
- Mark the checkbox next to the warning to acknowledge that merging cannot be undone.
- Select Confirm.
Auto-merging clients
Automatic merging occurs when identical contact details are used for different in-store client profiles, and one of the clients makes an online booking with the same details. This feature ensures a streamlined and duplicate-free client management system.
To prevent unintended auto-merging, encourage clients to provide unique contact details.
FAQs
All client data, including their past appointments and sales, is consolidated into the single remaining profile, ensuring no loss of information.
Once profiles are merged, the action cannot be undone. It's important to review the details carefully before confirming the merge.
Online client profiles cannot be merged but can be merged with profiles created in-store if they are duplicates.
Fresha looks at email addresses and mobile phone numbers to identify potential duplicates.
Team members will need permission for Clients to merge clients. You can manage their permissions through your Workspace settings.