How to merge duplicate clients (desktop)
In this article, you will learn how to merge two profiles belonging to the same person on desktop and which data Zoyya transfers to the profile that remains.
PLATFORM_SWITCH: Desktop · Mobile
Before merging
Merge profiles only when you are certain they belong to the same person. Compare the name, email address, mobile number, date of birth, and tax ID. Merging cannot be undone.
Before merging, separately review and resolve manual reminders, waiting-list requests, and the client's membership group assignment because these are not transferred.
Steps
- Open Clients and one of the duplicate client profiles.
- Open Akcije (Actions) and select Spoji klijente (Merge clients).
- Find the other profile belonging to the same person.
- Check the details of both profiles again.
- Confirm the merge.
Which profile remains?
If only one profile is connected to the client's user account, that profile remains. If neither profile is connected to a user account, the newer profile remains. If both are connected, the profile connected to the newer user account remains.
The remaining profile keeps its populated personal and contact details. Blank fields are filled with details from the other profile.
What is transferred?
Appointments, issued receipts, attachments, gift cards and packages, memberships, payment requests, and related financial records are connected to the remaining profile.
The following are not transferred:
- scheduled manual reminders
- waiting-list requests
- membership client-group assignment
Related
- How to add and edit a client (desktop)
- How to manage client reminders (desktop)
- Viewing and managing the waiting list (desktop)
Updated on: 23/07/2026
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