Can I merge two client accounts?

Created by Thibault Breboin, Modified on Thu, 18 Jul at 2:21 AM by Thibault Breboin

Yes, in case of duplicate accounts, you can merge an account with an existing one.

The account you merge will disappear and transfer into the destination account you choose.

Everything in the merged account will be transferred to the destination account: Appointment history, notes, documents, invoices, etc.

In the client account, you will find the " Merge account" icon and button in the top right corner.

After clicking on it, simply select the destination account.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article