---
title: How to merge duplicate clients
description: "Merging clients is an easy way to combine a duplicate client's contact information, notes and appointment/sales history in Insight. **Warning: Client merges cannot be undone.** 1. Go to **Clients** 2. **Find a duplicate client** in the list and pick the…"
url: "https://salon-software.com/kb/how-to-merge-duplicate-clients/"
updated: "2020-09-30"
category: FAQs
tags:
  - guest
  - patient
---

# How to merge duplicate clients

Merging clients is an easy way to combine a duplicate client's contact information, notes and appointment/sales history in Insight.

**Warning: Client merges cannot be undone.**

1. Go to **Clients**
2. **Find a duplicate client** in the list and pick the top one.
3. Click **Actions**
4. Click **Merge Duplicated Client...
    ![](http://salon-software.com/wp-content/uploads/merge-client-1.png)**
5. Choose between **Pick Client**, **Let Insight Search** or **Cancel.**
   - **Note:** Letting Insight Search takes a long time depending on your client count. It is also a limited feature on Insight Cloud and will only run during certain times of the day. **For this example we chose Pick Client.**
      ![](http://salon-software.com/wp-content/uploads/merge-cleint-2-600x126.png)
6. **Choose the second client** from the list that you want to merge into the first.
7. Use the **green arrows** to move any missing contact info over from the old, to the merged client. Or click **Copy All**
    ![](http://salon-software.com/wp-content/uploads/merge-cleint-3-600x308.png)
8. Do the same for the **Next Screen**.
9. Click **Merge.**