Merging two or more customer profiles

Here’s how you can merge two or more customer profiles:

Quick Nav – (Customers → Select the customers from the customer list that you want to merge → Click on the ‘Merge Selected’ icon above the customer list → Select the customer information that you want to retain after merging the customers → Click on ‘Save’)

1. Log into your Appointy admin panel.
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2. Click on the ‘Customers’ icon in the toolbar appearing on the left.
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3. Select the customers you want to merge from the customer list side panel next to the toolbar.
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4. Click on the ‘Merge Selected’ icon appearing above the customer list.
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5. Select the customer information that you want to retain in the ‘Suggestion’ window that appears and click on ‘Save’.
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