Merge Clients
Combine duplicate records into one without losing their orders or invoices.
Overview
Duplicates happen — the same client signs up twice, or someone adds a record that already existed under a different email. Merging folds one into the other so history stays in one place instead of being split across two accounts.
Step-by-Step Guide
- Open the client record you want to keep.
- Choose Merge and pick the duplicate record.
- Review what’s moving across — orders, invoices, tickets, and balance.
- Confirm. The duplicate is absorbed and the merge is logged in history.
Tips & Best Practices
Merge rather than delete. Deleting a duplicate takes its order and invoice history with it; merging keeps everything.