Merge duplicate clients
Merge two client cards of the same person into one. Saloon suggests it when two clients share an email address or phone number.
Sometimes one person is in your client list twice. That mostly happens after online booking: someone who books without a Saloon.nl account always gets a new client card, even if the email address is already known. That way nobody can book into your history with your email address. You then merge the two cards into one.
How Saloon finds duplicates
When you open a client, Saloon looks for other clients with the same email address (upper or lower case doesn't matter) or the same phone number (however it is written). If it finds one, the profile shows Possibly the same customer as under the buttons, with the name, the number of appointments and since when that client has been there.
Merge two clients
- Go to Customers and open one of the two clients.
- Next to Possibly the same customer as, click Merge.
- Under Which customer stays?, choose the client card you keep. Saloon has picked one already: the card with a Saloon.nl account, else the card your salon made itself, else the oldest.
- Read what will happen and click Merge.
- You see Customers merged and the profile of the client who stayed.
What happens when you merge
- Appointments, sales, notes, allergies, sensitivity tests, files, messages, reviews, addresses, emergency contacts and waiting list entries move to the client who stays.
- Empty fields of that client are filled in from the other. Filled-in details stay as they are. A different team alert or text under Notes is added below that of the client who stays, and a block carries over.
- Consent for messages and marketing stays that of the client who stays.
- If the other card comes from an online guest, the name, email address and phone number the guest typed are not copied over.
- The other client is deleted and appears under Recently deleted, but cannot be put back.
Merging takes Can create, edit and delete clients. Without it you don't see the suggestion. You set this in Settings › Team members › Permission roles.
Frequently asked questions
Can I merge two clients who share no email address or number?
Saloon only suggests a merge for a shared email address or phone number. So first give one of the two the same email address or number; the suggestion then appears.
Do I have to merge every online guest myself?
Not if the client creates a Saloon.nl account and signs in with the same email address. Saloon then merges the guest bookings in their name into their client card itself.
Can I undo a merge?
No. The client who was merged into the other can't be put back from Recently deleted either.