Web app · 2:19

How to merge duplicate clients

Genaya has no one-click merge, so this video shows how to handle duplicate clients the safe way.

Genaya has no one-click merge, so this video shows how to handle duplicate clients the safe way. You compare the two records, check the duplicate's appointments and invoices, copy a missing phone number onto the record you keep, then set the duplicate to Inactive so it leaves the Active list while its history stays intact.