Merge Duplicate Client Records

You can now merge duplicate client records to more effectively maintain contact information and track client history. Although Full Slate generally matches client-booked appointments with existing client records, duplicate client records are sometimes created. Now it’s easy to merge those duplicates into a single record to maintain contact information, past and upcoming appointments, and message history in one place.

To merge client records, go to the Clients > List tab, select the client records you want to merge (up to a total of five) and click Merge. Conflicting information will be highlighted so you can select what you want in the merged record. Click OK and you’re done!

Please note this operation cannot be undone, so review the information carefully before finishing.

Posted in New & Improved Tagged with: , , ,
2 comments on “Merge Duplicate Client Records
  1. Lisa Bedoya says:

    Oh, I have been waiting for this one! Thanks!

  2. Lance G says:

    Thank you! People make mistakes, change e-mails or phone numbers, and this fixes it!

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  1. […] where a duplicate client record is created, you can easily merge the two records using the handy client merge feature! Like this:LikeBe the first to like this. Leave a […]

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