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How to find client duplicates

Bookem typically links online bookings to existing client profiles. However, if there are variations in details like email, mobile number, or name, a new profile may be created, leading to separate booking history, accounts, and notes.

How to avoid duplicate client profiles:

  • Ensure the email address and mobile number match exactly

    For public bookings, both email and mobile number are required, reducing the chance of duplicate profiles

  • A slightly different name (~80% similar), but the same email and mobile number → existing profile is used

A new profile will be created when:

  • Same first and last name is used, but a different email or mobile number → new profile

  • Different name with the same email and mobile number → new profile

How to find duplicate clients

  • Go to Clients

  • Click the 'Find Duplicates' button on the top right. Select what identifiers you would like to use to find duplicate clients

  • Click 'Search'

  • A list of duplicate clients will appear. You can now view and navigate to specific clients who have duplicate profiles.

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