At a Glance
Merging clients combines duplicate records into one, so a client's full history, payments and consent live in a single profile. ClinicSoftware.com merges duplicates without losing data, keeping records clean, accurate and easy to work from.
Why do duplicate client records happen?
Duplicates arise when a client is entered twice — for example a slightly different name or a separate online booking. They split a client's history. ClinicSoftware.com lets you merge them into one.
What does merging preserve?
Merging keeps all appointments, payments, notes and consent from both records, combining them into a single profile so nothing is lost.
Why keep records free of duplicates?
A single accurate profile means staff see the full history, marketing does not message the same person twice, and reporting counts each client once.
Frequently Asked Questions
Why do duplicate records happen?
A client is entered twice, such as a different name or a separate online booking. ClinicSoftware.com lets you merge them.
What does merging preserve?
All appointments, payments, notes and consent from both records, combined into one profile.
Why remove duplicates?
So staff see the full history, marketing does not double-message, and reporting counts each client once.
Is data lost when merging?
No. Merging combines records without losing data.
How It Works in ClinicSoftware
01
Identify duplicate client records
02
Choose the records to merge
03
Combine history, payments and consent
04
Keep one clean profile
Los registros duplicados ocurren cuando diferentes empleados crean perfiles o cuando los clientes reservan a través de múltiples canales. La herramienta Fusionar Clientes identifica duplicados y permite combinarlos en un único registro maestro, uniendo historial de citas, saldos, formularios de consentimiento, archivos y notas sin perder ningún dato.
Cómo Funciona
01
Aller à Clients → Rechercher les doublons ou rechercher manuellement les deux profils en double
02
Review both records side by side to confirm they represent the same person
03
选择哪个配置文件成为主记录——两者的所有数据都将合并到其中
04
Confirma la fusión — se registra en el historial de auditoría con tu nombre y marca de tiempo
Características Clave
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智能重复检测
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并排比较
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Sélection de l'enregistrement principal
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Fusion complète des données
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Cronologia Appuntamenti Combinata
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Riconciliazione del Saldo
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Fusión de Formularios de Consentimiento
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Voce del Registro di Controllo
Profi-Tipps
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每月运行查找重复项报告，以保持数据库持续清洁
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Toujours vérifier l'historique des rendez-vous sur les deux dossiers avant de fusionner pour confirmer que c'est sûr
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Notifier le client après la fusion pour qu'il ait un seul identifiant et sache que ses données sont consolidées
