Clients contact your business multiple ways and Thryv Business Center™ captures it all. In doing this, duplicate client records can happen. Not to worry, we've got you covered. Once you identify a duplicate client record, you can merge it to your main client record. That way your client list stays clean and up to date. 

To merge clients, navigate to the Clients tab and select the contacts you would like to merge. You can select up to 10 client records.

• If only 1 client had engagements (messages, appointments, payments, etc) then that will be the primary client record. 
• If none of the client records have any engagements, then you will be able to select the client record you'd like to keep. 

Select More>Merge 

If necessary, select one contact to remain the main contact. The rest will be added as sub-accounts under the main contact.

Note* Merging clients cannot be undone, so make sure you are sure that you'd like these contacts to merge. 

Once complete, the duplicate client record's payments, appointments, and notes will be under the primary contact.

FAQs

1. What Information will Merge?
   • All messages, appointments, group events, estimates, invoices, payments, and their sources
   • Client details
   • Tags
   • Client Notes
   • Staff Assignments
2. Are all client records eligible to be merged? 
   •  No. We do not support a merge if one of the selected clients has one of the following:
     • Is connected to Square, Quickbooks or Reserve with Google
     • Has more than 1000 messages
     • Has more than 1 (pets, jobs, individuals, projects, ect...)
     • Is already a sub-account of another contact. If you need to move this contact, click into the client card and use the Move Client Under button

If you receive this message, one or more of the contacts has more than 1 job, individual, project, or etc. on their contact and cannot be merged.