Finding and merging duplicates
The same person sneaks into a book twice — once from a CSV import, once from a booking, spelled two ways. Jordyn watches for this and makes fixing it safe.
How duplicates are found
When two records look like the same person, a card surfaces the likely pair in the Clients section (/clients). You review it — Jordyn suggests, you decide. Nothing is merged automatically.
Merging is safe
Merging combines the two records and keeps everything: emails, calls, notes, tasks, cases, files, and history from both records end up on the single merged contact. You do not lose the timeline from either side, and nothing already sent or filed changes.
If the pair is not actually the same person, dismiss the card and the two records stay separate.
Preventing duplicates in the first place
CSV imports already refuse to create duplicates — re-importing a list updates matching records instead of doubling them. The duplicate cards catch what imports cannot: the same human arriving through two different doors.