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How to merge duplicate clients (mobile)

In this article, you will learn what to do when you need to merge duplicate client profiles while using the Zoyya partner web app on mobile.


PLATFORM_SWITCH: Desktop · Mobile


Before merging


Merge profiles only when you are sure they belong to the same person. Compare the name, email, mobile number, date of birth, and OIB. A merge cannot be reversed.


Before merging, separately check and resolve manual reminders, waiting-list requests, and the client's membership group because these data are not transferred.


Steps


  1. Open Clients and the profile of one duplicate client.
  2. Tap Edit, open Actions, and select Merge clients.
  3. Find the other profile for the same person.
  4. Check the details on both profiles again.
  5. Confirm the merge.


Which profile remains?


When only one profile is connected to the client's user account, that profile remains. When neither is connected, the newer profile remains. When both are connected, the profile connected to the newer user account remains.


The remaining profile keeps its completed personal and contact details. Empty fields are completed 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-group assignment


Important: Profiles cannot be separated again after merging. Do not merge profiles for different people, even when they have the same email address or mobile number.



Updated on: 31/07/2026

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