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How to Use the Client Merge Feature in Shortcuts

The client merge feature helps you maintain a clean and organized client list by removing duplicate entries in your database. Here’s a step-by-step guide to using the merge feature effectively.

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1. Perform a Manual Merge

To manually merge client records:

  • Go to Main > Clients.
  • Click Merge, then press Search on the left-hand side.
  • You can search by first name, last name, mobile number, or email address.
  • Optionally, select a date range and tick the box to include clients from previous searches.

2. Review Client Information

After performing a search:

  • You’ll see the client’s contact details, number of visits, first visit date, and last visit date.
  • You can also view the client’s card and history for more detailed information.

3. Select the Master Client

  • Choose the Master client (the one to remain in the database). Shortcuts will select the top client by default, but you can change this.
  • Tick the Merge box for any duplicate clients you wish to merge into the master client.

4. Exclude Clients from Merging

  • If there are any client records you don’t wish to merge, or would like to revisit them at a future date then untick the master and merge boxes for those entries.

5. Transfer Details (Optional)

  • If you want to transfer details from the duplicate client to the master, such as the Phone Numbers, Address, or Email then right-click the data and select Copy to Master.

6. Complete the Merge

  • Once you’re satisfied with your selections, click Merge.
  • You’ll be prompted to confirm the merge, ensuring it’s done outside of business hours to avoid disruption.
  • After confirmation, the merge will begin and may take a few minutes. Once complete, reopen Shortcuts to view the updated client list.

 

Clients with Deposits

Clients that have booking deposits can be merged and will retain the deposit. After the merge the deposit will be able to be processed as normal. 

Best Practices

  • Perform merges outside of business hours to minimize impact on client interactions.
  • Consider doing this weekly to keep your client list clean and up to date.

By regularly merging duplicate clients, you’ll maintain an efficient and accurate database, ensuring a smoother experience for both staff and clients.