How to Use the Client Merge Feature in Shortcuts

1. Perform a Manual Merge

To manually merge client records:

• Go to Main > Clients.
• Click Merge, then press Search on the left-hand side.
• You can search by first name, last name, mobile number, or email address.
• Optionally, select a date range and tick the box to include clients from previous searches.

2. Review Client Information

After performing a search:

• You’ll see the client’s contact details, number of visits, first visit date, and last visit date.
• You can also view the client’s card and history for more detailed information.

3. Select the Master Client

• Choose the Master client (the one to remain in the database). Shortcuts will select the top client by default, but you can change this.
• Tick the Merge box for any duplicate clients you wish to merge into the master client.

4. Exclude Clients from Merging

• If there are any client records you don’t wish to merge, or would like to revisit them at a future date then untick the master and merge boxes for those entries.

5. Transfer Details (Optional)

• If you want to transfer details from the duplicate client to the master, such as the Phone Numbers, Address, or Email then right-click the data and select Copy to Master.

6. Complete the Merge

• Once you’re satisfied with your selections, click Merge.
• You’ll be prompted to confirm the merge, ensuring it’s done outside of business hours to avoid disruption.
• After confirmation, the merge will begin and may take a few minutes. Once complete, reopen Shortcuts to view the updated client list.

Best Practices

• Perform merges outside of business hours to minimize impact on client interactions.
• Consider doing this weekly to keep your client list clean and up to date.

By regularly merging duplicate clients, you’ll maintain an efficient and accurate database, ensuring a smoother experience for both staff and clients.