How to Merge Duplicate Client Records in the System

I’m showing how to clean up duplicate client entries by merging them. First, I locate the duplicate clients—one with an inaccurate birthdate—and decide which record to keep. I open the unwanted client, click “Delete this client and merge with another client,” and select the correct record. If the client has portal access, I must delete that access before merging to avoid credential issues. After confirming the merge, all session history, balances, and professional notes transfer to the retained profile, as demonstrated with a test client that moved an $800 balance and multiple service dates. I conclude that the merge works seamlessly, but I invite users to contact support if any data seems missing.