Clients with the same phone number and email will be asked to merge
What will be merged?
- The client name will be overridden
- Pets will be added as additional pet profile
How to merge?
By merging, conflicts will be overridden and new information will be added to the existing profile.
- Go to <Intake form> on the side-menu
- Click on <Received submission> beside the top left <Setting> button
- Click on the received intake form you want, a window of your form will pop up
- Click on <Check existing profile>, a window of "merge client profile" will pop up
- Click on <Merge>, the new information will be added to the existing profile and the old profile will be overridden.