Merging clients in Docket helps consolidate duplicate client records while retaining key data. However, some details will not transfer, so review carefully before merging.
What Data Gets Transferred?
✔ Service Addresses
✔ Invoices
✔ Tasks
What Data is NOT Transferred?
❌ Contacts (Phone numbers, emails, etc.)
❌ Payment Information (Saved cards, billing details, etc.)
Before Merging:
Make sure the client you are keeping has all necessary contact and payment details to avoid data loss.
How to Merge Clients
- Go to the Clients tab.
- Click Actions and select Merge.
- Choose:
- The client account to keep (this will retain all merged data).
- The client account to remove (this will be deleted).
- Click Confirm Merge.
Important Notes
⚠ Merging is final – You cannot undo a merge. If an error occurs, you must manually recreate the deleted client.
⚠ Clients still appearing separately? – Try refreshing the page after merging.
Pro Tips for Merging Clients
✅ Rename before merging to avoid mistakes
- If two clients have the same name, rename one before merging (e.g., add "REMOVE" or "KEEP" to the client name).
- How? Go to the Clients page > Select client > Contacts tab > Account Holder section > Update Account Holder name.
✅ Double-check details before merging
- Ensure the client you are keeping has correct contact and payment details before merging to prevent data loss.
By following these steps, you can merge clients efficiently while maintaining accurate records!