You can merge duplicate or related customer profiles in Appointy and choose which customer information should be retained in the final profile.
Merging is especially useful when the same customer has been created more than once, when duplicate records exist, or when you want to retain a customer’s existing history while changing the email address associated with the profile.
When should I merge customer profiles?
You may want to merge customer profiles when:
- The same customer has duplicate profiles.
- A customer was created more than once using different contact details.
- You want to consolidate customer information into one profile.
- You want to retain the customer’s existing record while changing the email address associated with the customer.
- You want to avoid keeping separate appointment or customer records for the same person.
How to merge customer profiles
Quick navigation
Customers → Select Customers → Merge Selected → Choose Information to Retain → Save
Steps to merge customers
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- From the customer list, select the customer profiles you want to merge.
- Click the Merge Selected icon above the customer list.
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- The Suggestion window will open.
- Review the available customer information and select the details you want to retain in the merged profile.
- Click Save.
How can merging help when changing a customer’s email address?
Merging customer profiles can be useful when a customer’s email address needs to be changed while you also want to retain their existing customer record and history.
For example, if a customer already has one profile with their old email address and another profile exists with the new email address, you can merge the profiles and retain the customer information you want to keep.
This helps consolidate the customer into a single profile instead of maintaining separate records.
What information can I keep after merging?
During the merge process, Appointy shows the available customer information in the Suggestion window.
You can choose which information should be retained in the final merged profile before clicking Save.
Review the details carefully before completing the merge.
Why should I merge duplicate customers instead of deleting one?
Merging is useful when both profiles contain information you want to retain.
Deleting one profile may remove information associated with that customer, whereas merging lets you consolidate the relevant customer details into a single record.
Frequently Asked Questions
How do I merge duplicate customers in Appointy?
Select the customer profiles from the customer list, click Merge Selected, choose the information you want to retain, and click Save.
Can I merge more than two customer profiles?
Yes. You can select two or more customer profiles and merge them into one consolidated customer record.
Can I use merging to change a customer’s email address?
Yes. Merging can be useful when a customer has records under different email addresses and you want to consolidate them while retaining the preferred email and customer information.
What happens to customer information when profiles are merged?
Appointy allows you to review the available information and choose which customer details should be retained in the merged profile.
Should I merge or delete a duplicate customer?
If both customer profiles contain information you want to preserve, merging is generally more appropriate because it consolidates the records into one profile.
If a duplicate profile contains no information you need, deletion may be sufficient.
Can I undo a customer merge?
The original article does not specify whether a completed merge can be reversed. This should be confirmed before adding any claim about restoring merged profiles.