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How to Merge Duplicate Clients.

How to remove/delete any duplicates using our merge tool.

Rob Smith avatar
Written by Rob Smith
Updated over a week ago

Noticed that you have 2 client profiles for the same client?

1 - Go to Clients, notifications and marketing.

2 - Scroll down to Duplicate clients. Click 'Merge duplicates'

3 - On the next page, click 'Merge all'


  • Q: Will notes be merged?
    A: Yes. Slick will automatically merge any notes from any of the profiles back to the master profile.

  • Q: There are 2 clients the same but they are not listed here, why?
    A: Unless they share the exact mobile number then we will not merge them.

    For instance:
    Emma - 077091234568 and Emma J- 077091234568  = EXACT
    Emma - 077091234567 and Emma J- 077091234568  = NOT EXACT

  • Q: Can i un-merge profiles?
    A: Yes. Please contact Slick via Live Chat if you wish to un-merge a profile.

If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

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