No more duplicate clients
If a returning client books online for the first time it creates a new profile even though they are giving the exact same information. This is a major problem because the front desk doesn't know there are duplicate profiles and when closing out the client we check the history to know the price. This has caused clients to be overcharged and then we have to deal with a refund.
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Tawny Nguyen commented
in vagaro there is a merge feature that shows the percentage that accounts are likely to be the same clients. for example if they have the same name and emails or phone number this might be a 90%. Any form of merge recommendation would save us tons of time and organize better data.
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Krista Boling commented
A duplicate button that shows all duplicate profiles, or a report that shows all duplicates.
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Brian Carey commented
too many clients make a new profile when scheduling online! we don't know how many multiple profiles there are until we see a returning client marked as new. it would be nice to see possible multiple profiles....by same numbers and same names.
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Ben Stevens commented
Even a report that shows potential duplicates would be helpful. I cobbled something together in excel to do this, but it was kind of a pain to work with. If there is an easy report (especially if it could be shown live with the "merge Clients" screen as an integrated tool it would be easy to maintain fewer duplicate profiles.
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Jessica Breedlove commented
When clients are booking online, we've noticed they are sometimes creating multiple different profiles. We'd like to suggest some sort of solution to stop them for creating multiple profiles for themselves.
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Brenna Smith commented
Automated duplicate client search that would allow for merges to happen in bulk.
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Austin Towns commented
We need to figure out a way to not let someone with the same phone number have multiple accounts. We get 4 or 5 client profiles with the same number as a way to cheat our new client offer. We need to have a way to either block this from happening or provide an alert of the possible duplicate.
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Sophie Guattari commented
So true, as an alternative, have a report that shows duplicate clients, clients who have the same phone number, and LAST names that are very similar. If we make a typo in a last name, we have a duplicate client and there is no way to find out. Our last software had a search that said "sound like"and that was awesome to find those awkward duplicates.
The issue with all the dupe clients is that is skews the RETENTION REPORT completely and that is the pulse of the business! -
Brenna Smith commented
Ability to merge all duplicate client profiles at once rather than having to do it individually.
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Christel Diamond commented
Be able to run a scan and find possible duplicate client profiles to merge.
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Jackie Dalton commented
Duplicates happen often and it would be great if not a report a way to search for duplicate phone numbers/similar names so I can manually merge!
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Amy and Anissa Xx commented
you need to have all info available when merging clients, not just the name, number and email. Some duplicates have all of those, so you can't tell which is the correct one to merge.
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Lisa Negron commented
Can a list of duplicate client profile cards be available for merging?
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Subi Salon commented
easier access to deleting duplicate profiles..instead of having to look for individual
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Ana Sanchez commented
Flag when creating a client that already exists in the system.
Currently, we are able to add 1 client multiple times and the system does not flag us.
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Julia Anderson-Dose commented
It would be really cool to be able to generate an interactive report of potential duplicate clients, and merge them directly from that screen. Similar to how merging clients looks now, just more on a mass scale. Maybe only have it available for Admin permissions too? I like to do backend upkeep when I have a slow day, and this would make it a lot easier. :)
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Z Kaitlyn Dykes commented
When merging duplicate profiles it would be great if we could see dates. Which profile was created first. Knowing this would be very helpful so we can assure we save the most updated information / contact info
Thank you!
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Ben Stevens commented
We have many clients that are duplicates, but it is hard to find them. A report of potential duplicates would be awesome.
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Jeremy Shieh commented
...into one instead of separate page and requiring new work flow. You would be searching a client, see all the clients that match and be able to select 2+ clients to merge, then select or highlight the info that should be retained, then click Merge, cannot be undone. All from client tab without having to re-search the client again.
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Jeremy Shieh commented
A button under "Manage" or "Clients" that calls for an analysis of clients that share at least 3 strong similarities such as {Same First Name}, {Same Last Name}, {Same Phone Number}, {Same Email address} plus wiggle room the same way client search already has a tolerant but effective wiggle.
This followed by a way to select which clients to merge and how so.