I entered my client twice by mistake. How do I merge them? : Gina's Platform

I entered my client twice by mistake. How do I merge them? Print

Created by: Lydia Miller

Modified on: Sun, 23 Jun, 2019 at 12:33 PM

Click on the Clients tile on your homepage
Click on the client name
Click Edit
Scroll down to the bottom of the screen and click Merge
Select Client to Merge record with
Click Done
Review the information and choose which information you wish to Keep and edit as desired
Click Save
You will be prompted to make sure you wish to Merge. The merge cannot be reversed and all financial information and appointments will be merged so double check your work.
Click Continue
You will be directed back to your client list
Click refresh

Lydia is the author of this solution article.

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I entered my client twice by mistake. How do I merge them? Print