Combine Two Clients

When you combine two clients, the appointment history and notes from the client being deleted will be transferred to the file of the client being retained.  Other data like contact information will only be transferred if there is no entry in the field for the client being retained.  For example, if a cell phone number is listed for the client to be deleted but not the other client, then the cell phone number will be transferred.

1.  From the calendar screen, click Open > Clients.

2. Search for the record to be removed.

3.  Click the Combine icon on the menu bar.

4.  Click Yes to confirm.

5. Search for the record that you want to retain.

6.  Type in the confirmation text and click the Combine Clients button.

7.  Click Yes to confirm.

8.  Click Exit.