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Add a new client

Add contacts associated with a client for fast-access and include them in appointments, invoices and progress notes.

Set up associated contacts

Archive a client to remove them from your client list.

Archive a client

Permanently delete a client to remove them from your workspace forever. This action cannot be undone.

Permanently delete a client

Merge two client accounts to get rid of double ups

How to merge clients

Clients

Find answers and get help from Intercom Support and Community Experts

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