Clients & leads
Review and merge duplicate contacts safely
Keep financial history and family access intact when combining matching profiles.
Review the candidates
Open Duplicate Profiles from Clients or Leads. Phone/email matches appear as confirmed duplicates; name-only matches are suspected duplicates and need your review. Both leads and clients can appear together on this dedicated screen.
Choose retained details
Open Merge Profiles, compare both records and select the detail to keep in each row. The profile histories combine without deleting signed agreements or financial identities. If both have guardians, review the specific access confirmation rather than assuming all parents should share access.
Resolve bookings first
Review past and future sessions/classes separately and act on the selected rows. Pending requests have their own decisions. The review handles at most five bookings at once; use Bulk Edit for more unresolved bookings. Confirm the merged result and portal relationships afterward.