--- title: How to Merge Client Records description: Duplicate client records cause confusion and errors. Learn how to review suggested duplicates, merge them manually, or merge directly from the new Client Card. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-merge-client-records-0#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) # How to Merge Client Records ## Duplicate client records can cause confusion and errors. In this article, we'll show you how to merge them. #### **Step 1: Access the Clients Page** To begin the merging process, [log in to your Pabau account](https://app.pabau.com/). Once logged in, click on **“Clients”** in the left sidebar menu, then click on “[Clients](https://app.pabau.com/clients)” again to open the client list. ![how to delete a client 4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/how%20to%20delete%20a%20client%204.png?width=632&height=437&name=how%20to%20delete%20a%20client%204.png) #### **Step 2: Access the Merge Clients Feature** On the client list, locate the three dots icon between the search bar and the **“Create Client”** button in the top right corner. Click on it, then select **“Merge Clients”**. ![How to Merge Client Records 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Merge%20Client%20Records%201.png?width=503&height=243&name=How%20to%20Merge%20Client%20Records%201.png) #### **Step 3: Review Duplicate Records on the “Manage Duplicates” Page** Upon selecting **“Merge Clients”**, you will be redirected to the **“Manage Duplicates”** page, where a list of duplicate client and lead records is displayed. These duplicates are detected automatically on a nightly basis and include scenarios where two different records share the same first and last name, email, or phone number. ![How to Merge Client Records 2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Merge%20Client%20Records%202.png?width=650&height=286&name=How%20to%20Merge%20Client%20Records%202.png) For each duplicate pair, you will see the clients’ names, avatars and emails, along with two options: **“Review”** and **“Reject”**. If the two records do not refer to the same person, click **“Reject”**. This ensures you won’t be prompted to merge those two records again. #### **Step 4: Review Duplicate Client Records** To review a duplicate pair, click **“Review”**. This lets you preview both client records. Choose which record you would like to keep by clicking on it — the chosen record is highlighted with a blue border. ![How to Merge Client Records 3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Merge%20Client%20Records%203.png?width=398&height=358&name=How%20to%20Merge%20Client%20Records%203.png) #### **Step 5: Understand the Merging Process and Make a Decision** Beneath the duplicate records, click **“What happens when I merge two clients”** to expand information outlining what a merge does: - Merging is permanent and cannot be undone. - The final client record adopts the email of the record you decide to keep as its primary email address. - Timeline activity (such as appointments and completed medical forms) for both records will be available in the final record. - The most recent value for each field in the client cards will be used in the final record. - The secondary contact will be unenrolled from all workflows, such as appointment confirmations, reminders and automations. - If the primary contact inherits a property from the secondary contact that was previously included in certain automations, the primary contact may become part of new automations. The following information is also migrated to the record you decide to keep: - Client relationships - Client cases - Client invoices #### **Step 6: Confirm the Merge** Once you are sure you wish to merge the records, click **“Merge”**. The record not selected as the final record is automatically marked as inactive. --- #### Manually Merge Clients If the duplicate you want to merge isn’t suggested on the “Manage Duplicates” page, click the **“Manual Merge”** button in the top right corner. ![How to Merge Client Records\_4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Merge%20Client%20Records_4.webp?width=585&height=199&name=How%20to%20Merge%20Client%20Records_4.webp) In the manual merge window, use the two search fields to find each of the duplicate clients. Once both records are shown, select the one you want to keep by clicking on it — it will be highlighted with a blue border. When both records are chosen, the **“Merge”** button becomes active, allowing you to merge the records. ![How to Merge Client Records 5](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Merge%20Client%20Records%205.png?width=415&height=385&name=How%20to%20Merge%20Client%20Records%205.png) --- #### Merge Client Records from the Client Card You can also start a merge directly from the client card. Open the duplicate client’s card, click the **“Actions”** dropdown at the top of the card and select **“Merge”**. ![How to Merge Client Records 6](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Merge%20Client%20Records%206.png?width=249&height=310&name=How%20to%20Merge%20Client%20Records%206.png) The **“Merge clients manually”** window opens with the current client pre-selected as the first record. Use the search field to find the second (duplicate) record — you can search by name, email or mobile — then click **“Continue to review”**. ![How to Merge Client Records 7](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Merge%20Client%20Records%207.png?width=422&height=342&name=How%20to%20Merge%20Client%20Records%207.png) On the review step, choose the record to **keep** by clicking on it — it will be tagged **“Keep this record”**, while the other shows **“Merged & deactivated”**. A field-by-field comparison with an “After merge” column shows exactly what the final record will look like. Appointments, communications, financials and history from the other record move to the record you keep, blank fields on the kept record are filled in from the other record, and the other record is deactivated. When you’re ready, click **“Merge into \[client name\]”** to complete the merge. You will then be taken to the surviving client’s card. **CAUTION:** Merging can’t be undone, so double-check you have selected the correct record to keep before confirming. #### **Can I unmerge two clients?** No. There is no unmerge, so a merge can't be reversed in one step. The record you didn't keep is not deleted, though. It is set to **Inactive**, keeps its name and contact details, and is left with no appointments, invoices, forms, notes or communications — they all moved to the record you kept. The kept record also keeps any blank fields that were filled in from the other record. If two different people were merged by mistake, you can bring the old card back and move invoices to it: 1. Go to **Clients**, choose **Inactive** above the list, and open the old client's card. 2. Click the **Inactive** status next to the client's name, then click **Reactivate**. 3. Open the client card you kept and go to **Financials → Invoices**. For each invoice that belongs to the other person, open it, click **Transfer invoice**, choose the reactivated client, click **Transfer**, then save the invoice. 4. Check the details on both cards and correct any field that the merge filled in or changed. **IMPORTANT:** Appointments, medical forms, notes, photos and communications can't be moved back this way. If you need them separated, contact us via the in-app chat before making further changes to either card. Reactivating needs permission to edit clients. By following these steps, you can merge duplicate client records in Pabau. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), browse the related articles below or use the search bar at the top of the page. 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