Merging client accounts can be helpful if two duplicate client records have been created for a single client and have relevant information in each that has not been created in both records.
Before you begin
You cannot merge a client who is on the waitlist screener. They must be rejected or accepted onto the waitlist before you can merge them.
Merging client records and accounts is permanent and cannot be undone.
How-to
Merge client accounts and records
Navigate to the Clients tab.
Select the Primary client.
Click the Actions drop-down, then select Merge.
A modal will appear asking which client you would like to merge into the primary client record.
Enter the client's name in full, then select I understand the consequences, merge [client name].