When a client books online they are asked to provide a valid email address to create a unique profi...

Merging Duplicate Client Profiles in BookSteam Merging Duplicate Client Profiles in BookSteam

Merging Duplicate Client Profiles in BookSteam

Merging Duplicate Client Profiles in BookSteam

When a client books online they are asked to provide a valid email address to create a unique profile (where they can view, cancel or reschedule their bookings). Sometimes the same client may end up with duplicate profile records because they signed up multiple times using different email addresses. When that accurs, you can simply merge duplicate profiles into one account. All data (booking history, notes, packages and gift certificates) will be combined as well. 

Navigate to the 'Clients' tab, select duplicate client profile and click 'Merge' button.









For detailed help article, please follow this link:
https://booksteam.com/Support.aspx?sid=2&aid=1115&s=merging-duplicate-client-profiles