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Duplicate Customer Records

The merge tool — one profile with the whole appointment and sales history.

Intermediate· 3 min read· Last updated: 2026-05-05· 22 people found this helpful
**1.** Customers → Duplicates. The system finds profiles sharing a phone number or email address. **2. Preview.** See how many appointments and sales each profile holds, then decide. **3. Merge.** - Choose the main profile (usually the oldest). - Press “Merge” on the other, and the whole history moves across. - Notes are combined, with timestamps. - Loyalty points are added together. **4. Undo.** A merge can be reversed within seven days (Activity log → “merge”). **5. Prevention.** Booking checks phone and email for uniqueness, which stops most duplicates at the door. 🛠️ For bulk merges (10+ records), send support a CSV and it is done within a day.

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