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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.

520 votes
Jillian Cherry shared this idea  ·   ·  Report…  ·  Admin →
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  • Julia Anderson-Dose commented  ·   ·  Report

    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. :)

  • Z Kaitlyn Dykes commented  ·   ·  Report

    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!

  • Ben Stevens commented  ·   ·  Report

    We have many clients that are duplicates, but it is hard to find them. A report of potential duplicates would be awesome.

  • Jeremy Shieh commented  ·   ·  Report

    ...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.

  • Jeremy Shieh commented  ·   ·  Report

    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.

  • Alexis Wiley commented  ·   ·  Report

    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?

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