DOSIQ
ClientsCOLORMobile appBrowser panel

How do I merge two profiles for the same person?

Open the profile you want to keep, choose Merge duplicate, check what will be combined and confirm.

For owner, manager, reception, stylist · Updated

Step by step

  1. 1

    Choose the profile to keep

    Open the person’s profile you want to keep.

  2. 2

    Start the merge

    Select Merge duplicate and search for the second profile by name or phone.

  3. 3

    Check the direction

    Make sure the selected profile stays active and the other one will be turned off.

  4. 4

    Confirm and check history

    Select Merge, then check the combined appointments and mixes on the profile you kept.

Good to know

  • Compare contact details and history before you confirm.
  • Merge cards only when they belong to the same person.

When something does not work

  • Merging is not easy to undo; check the direction before confirming.
  • The profile you keep supplies the contact details used afterwards, so correct them first if needed.

Was this guide helpful?

Related guides

What to read next

How do I find and edit client details?Search by first name, last name, phone or email, open the person’s profile and select Edit to update contact details or notes.Where can I find a client’s history and formulas?Open Clients, search by first name, last name or phone number and select the person’s profile. The appointment history leads to saved mixes and formulas.
Back to Help Center