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How do I merge duplicate clients?

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FAQ
How do I merge duplicate clients?

Knowledge Base
Articles
FAQ
How do I merge duplicate clients?

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Updated on August 29, 2024

Training

42

System Setup
Employees Screen
Services Screen
Products Screen
Clients Screen
Appointment Book
Sales Screen
Utilities

<img alt="" class="betterdocs-category-icon-img" src="https://insightencore.com/wp-content/uploads/2022/03/reports-icon-e1646351131387-150x150.png" />

Reports

5

Appointment Reports
Business Financial Reports
Guest Reports
Report Basics
Using the Count Deck Report

Troubleshooting

1

Screen won’t load

API and Integration

1

Credit Card Integration

Marketing and Confirmations

4

Email template examples
Email Templates
Marketing Campaigns
SMS/Text Templates

Hardware

3

Barcode Scanners
Pinpads
Routers

FAQ

11

Allow Pop-ups for Receipt Printing
Can I use the same email address for my main account and employee account?
How do I merge duplicate clients?
How do I show the client name first on the appointment book?
How to assign a room/resource to a service
How to sell and track gift cards
Is there an Encore employee app?
Set Up Notifications for Online Bookings
Syntec DNS Updater
Where do I find the videos and guides?
Where to find the update log

<img alt="" class="betterdocs-category-icon-img" src="https://insightencore.com/wp-content/uploads/2022/03/reports-icon-e1646351131387-150x150.png" />

Management

3

Mass Editing Services or Products
Payroll
Updating Inventory Counts

Training

System Setup
Employees Screen
Services Screen
Products Screen
Clients Screen
Appointment Book
Sales Screen
Utilities

Reports

Appointment Reports
Business Financial Reports
Guest Reports
Report Basics
Using the Count Deck Report

Troubleshooting

Screen won’t load

API and Integration

Credit Card Integration

Marketing and Confirmations

Email template examples
Email Templates
Marketing Campaigns
SMS/Text Templates

Hardware

Barcode Scanners
Pinpads
Routers

FAQ

Allow Pop-ups for Receipt Printing
Can I use the same email address for my main account and employee account?
How do I merge duplicate clients?
How do I show the client name first on the appointment book?
How to assign a room/resource to a service
How to sell and track gift cards
Is there an Encore employee app?
Set Up Notifications for Online Bookings
Syntec DNS Updater
Where do I find the videos and guides?
Where to find the update log

Management

Mass Editing Services or Products
Payroll
Updating Inventory Counts

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