--- title: How to Merge Duplicate Client Records description: duplicate client records --- [Skip to content](https://support.hapana.com/kb/article/676#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) # How to Merge Duplicate Client Records ## Overview Sometimes clients accidentally create duplicate accounts—especially if they forget a login and sign up again. This guide shows you how to **merge two client records** in Core, so you can keep memberships, payments, and session history clean and accurate. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/4b7c2111a01d44a8a7bc11be9518474a) Or preview it below: --- ## Prerequisites - Access to the **Core** platform - Both client profiles exist in the system - You’ve cancelled any active memberships or packs on the client you’re merging *from* --- ### Step 1: Go to the Clients section 1. In **Core**, click on **Clients** from the top navigation. 2. On the top right of the client list, click **Merge Clients**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442364488_d6cb8ac1_image-20250522153325-117-1.png?width=2048&height=1273&name=1759442364488_d6cb8ac1_image-20250522153325-117-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442366069_9c9c1ca7_image-20250522153338-118-1.png?width=2048&height=1273&name=1759442366069_9c9c1ca7_image-20250522153338-118-1.png) --- ### Step 2: Select the client you want to merge *from* 1. Click the profile you want to merge **from** (e.g. the duplicate or unused account). 2. A search field will appear. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442367906_dac74a19_image-20250522153353-119-1.png?width=2048&height=1273&name=1759442367906_dac74a19_image-20250522153353-119-1.png) --- ### Step 3: Search for the client you want to merge *into* 1. In the search box, type the name or email of the main client you want to keep. 2. Select the correct profile from the search results. > Tip: You are merging the top account into the bottom one. Always double-check you're keeping the profile with the most complete or active data. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442369544_f5fa095f_image-20250522153408-120-1.png?width=2048&height=1273&name=1759442369544_f5fa095f_image-20250522153408-120-1.png) --- ### Step 4: Confirm and complete the merge 1. Once both accounts are selected, confirm the merge. 2. All client information—contact details, visit history, and remaining credits—will be moved into the main account. > Tip: Cancel any active memberships or packs on the account you're merging from before starting. This avoids duplicate billing after the merge. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442371243_65ecb374_image-20250522153429-121-1.png?width=2048&height=1273&name=1759442371243_65ecb374_image-20250522153429-121-1.png) --- ## **Expected Outcome** After merging, you’ll have one clean client profile with all data from the duplicate combined into the primary account. --- ## **FAQs** **Q: Will both memberships transfer during a merge?** No. Cancel the membership on the profile you’re merging *from* before merging. Otherwise, the client may be billed twice. **Q: What happens if both accounts have different contact info?** The system prioritizes the account you’re merging *into*. Double-check email and phone after merging. **Q: Can I undo a merge?** No. Merges are permanent. Always confirm you’ve selected the correct profiles first. Q: Is h**istorical data missing from the client profile?** Please submit a ticket to [**support@hapana.com**](mailto:support@hapana.com). We cannot promise the recovery of this data but the team will do everything possible to assist. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana