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.
Jillian Cherry
shared this idea
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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.
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Alexis Wiley
commented
Hello, we have been having trouble with duplicate profiles.. Is there a feature where the client can be notified if they enter something similar to another profile?