Finding duplicate records in your Client List

The Possible Duplicates tool in your Client List suggests which records may be duplicates by comparing records where all parts of the first and last name match another record. Multiple client records for the same client can cause a lot of confusion, so if you have a large client base that may contain duplicate or even triplicate records, use this tool to clean up your Client List. We strongly recommend having only one record on file for each client. If duplicates exist, you can merge the records together.

  1. Navigate to your Business tab.
  2. Select Clients
  3. Select Possible Duplicates.
  4. MassageBook will display a list of duplicates where all parts of the first and last name match another record in your Client List.
  5. Select the checkbox next to each record.
  6. If the records are duplicates select Duplicates. If the records are for two separate clients, select Not Duplicates so that the two records do not display the next time you ask MassageBook to search for possible duplicates.
  7. Click the button to Select your changes.



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