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How can I merge two duplicate clients? 

This article outlines how to merge two duplicate clients.

⚠️ The merge action is irreversible, so double-check your selections before continuing.

Follow these steps to merge two clients:

  1. Open the session containing the primary client you want to merge.

  2. Click the three-dot menu next to the client’s name.

  3. Select "Merge with other client" from the menu.

  4. Search for the client you want to merge with the primary client.

  5. Select the correct client from the search results — this client's sessions will be merged into the primary client.

  6. Tick the confirmation checkbox to confirm that you want to merge these clients

  7. Click Merge to complete the process.