Duplicate Client Creation: You may have accidentally created the same client twice, such as creating two records for "Adam Jones" by mistake. Both client profiles may contain treatment notes, exercise programmes, or forms, which you want to combine into one record.

Merging Clients Across Team Members: If two team members have created separate records for the same client, possibly using slightly different names, you may have different treatment notes, exercise programmes, or forms in each profile. Merging will help consolidate the data into one profile.

Navigate to the Client List: In your account, navigate to the client list to see all the clients in your system.

Select the Merge function: Hover over the options button and select Merge Clients from the dropdown list.

Choose the Client to Merge With: Select the first client you want to keep (e.g., "Andy Jones"), then choose the second client to merge with (e.g., "Andrew Jones").

Confirm the Merge: Click Merge and confirm the action. The data from both clients, including treatment notes and exercise programmes, will be combined into the first client's record.

Search for the Merged Client: After the merge, you can just search for the second client. You should see that this record no longer exists, as it has been merged with the first client (e.g., "Andy Jones").

Data Consistency: Merging ensures all client data is consolidated into a single profile, preventing duplicate records.

Improved Collaboration: In team collaboration scenarios, merging clients simplifies record-keeping and avoids confusion when team members work with the same clients.