Back For professionals Clients Merge two records of the same person

Merge two records of the same person

The same person can end up in your list twice — once from an import, once from a booking. Merging folds one into the other.

Open Clients, choose Options, then Merge clients.
Pick the two records that are the same person.
Choose which one to keep.
Confirm. The appointments move to the client you keep, and the other record is deleted.

Tip: Two different registered accounts cannot be merged. WellFred only merges when at most one of the two is a signed-up account.

FAQ

Do I lose the history of the record I dropped?

No. Its appointments move across to the client you kept before the duplicate is deleted.