Merge duplicate clients
The same person on your list twice? Put them together: everything moves to the one you keep, and the other is removed.
It happens: someone books online with their email, then texts Irene from another number. Merge the two, and their whole history is in one place.
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1
Open one of them
In the menu, tap Clients and open one of the two. Under Rules for their name, tap Merge a duplicate.
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2
Pick the other record
Busy Book shows clients with the same name, email or phone. Tap This one, or search for them.
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3
Pick which one to keep
The one marked Keep stays. To keep the other one, tap the link under the two that says Keep their name instead.
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4
Look over what moves
You see exactly what moves: bookings, invoices, payments, places, notes, files, keys, home profiles, conversations and reviews.
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5
Merge
Tick the box and tap Merge. Everything moves at once, or nothing does.