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 re...

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

August 2016

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 occurs, 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.









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



Introducing another awesome feature from our development team! You can now fully customize the look and feel of your BookSteam sch...

New! Customize Your Booking Webpage New! Customize Your Booking Webpage

August 2016

New! Customize Your Booking Webpage




Introducing another awesome feature from our development team! You can now fully customize the look and feel of your BookSteam scheduling mini webpage to match your business aesthetics. Personalize the booking interface with custom colors, styles and fonts with ease.

Booking page customization

To customize your booking page, navigate to the Marketing > Look and Feel tab.




To preview your changes click the 'Preview mini webpage' button or simply refresh your already opened scheduling link.


To save your changes click 'Save' button.

For more updates, make sure to stay tuned.

Interested in learning more about the BookSteam platform? Check out our Supper Center page here.