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Clients: duplicate client profiles -- how to resolve them without losing data

Updated today

Duplicate client profiles complicate bookings, communication, and statistics. The key is to proceed carefully so you don't lose any history.

How to spot a duplicate

  • Identical or very similar contact details (name, email).

  • Bookings, orders, or passes split across two profiles.

The most common reasons duplicates appear:

  • The client books without logging in, enters their email with a typo, and Zenamu creates a new record.

  • The client registers twice, each time with a different email.

  • The client has two accounts -- one via email and another through Facebook login, for example.

Recommended resolution steps

  1. Find out which profile the client actively uses -- that will be the primary one.

  2. Confirm with the client which email they want to use going forward.

  3. Transfer passes, memberships, and other data to the primary profile.

  4. Be careful -- don't delete the secondary profile until you're sure no important data remains on it.

  5. After making changes, verify that you can find the client easily and that their bookings and orders are on the correct profile.

Watch out for

  • Don't delete a profile without checking linked bookings, orders, and passes.

  • Always confirm with the client first which profile is the right one.

  • Check whether the secondary profile has tags or notes you want to keep.

FAQ

When is it safe to remove the secondary profile?

Only after you've confirmed that the primary profile contains all important data -- bookings, orders, passes, and notes. Then you can safely delete the secondary profile.

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