Merge duplicate customers

The Merge duplicate customers feature lets you combine multiple customer records for the same person into one profile. Taimli detects likely duplicates on the Customers page and shows them as a merge group you can resolve with one confirmed click.

When duplicates appear

Duplicate merge groups appear automatically in the customer list when Taimli detects records that share contact details, or similar names with compatible contact details. You do not need to search for duplicates manually.

How to merge duplicate customers

1. Open Admin > Customers.

2. Look for a merge group row in the list. It shows the duplicate records, a summary such as Ada Lovelace + 1 more, and a merge button labelled Merge 3 customers above? (the number matches your group).

3. Click the merge button. Taimli keeps the first customer in the group and merges the other records into it, so check that the first listed customer is the one you want to keep.

4. Confirm the merge in the browser prompt, for example Are you sure you want to merge 2 customers into one customer?

5. The list refreshes and the duplicate records disappear. There is no separate success message; the merge group row is simply gone.

What gets preserved

Taimli keeps the first customer in the group and merges the duplicates into it. The following data is preserved or merged:

• Name: the first customer's name is kept. Duplicates do not replace it.

• Contact details: email, phone number, birthday, and locale are copied from a duplicate only if the first customer does not already have them.

• Appointments: all past and future bookings move to the first customer.

• Notes and photos: all customer notes and note attachments move to the first customer.

• Waitlist entries: any waitlist entries move to the first customer.

• Gift cards: gift card associations move to the first customer.

• Marketing consent: the email and SMS marketing consent states are kept, comparing the records per channel so the most recent consent state wins.

• Blocked status: blocking details from online booking are copied from a duplicate only when the first customer has none.

• Trusted booking info: verified online-booking contact details are copied from a duplicate only when the first customer has none.

• Rebooking notifications: the rebooking notification marker is filled from a duplicate if the first customer has none. When both records have one, the marker tied to the latest confirmed booking is kept.

Important limitations

• Merging is not reversible. The duplicate customer records are deleted after the merge.

• If the records have different email addresses or different phone numbers, the merge fails with Could not merge these customers. Neither record is changed. Missing details do not conflict: a duplicate fills in a field the first customer is missing.

• Any salon member can merge customers; there is no separate merge permission to set up. If you are not authorized, you will see You are not authorized to merge these customers.

• If one of the records has been deleted since the page loaded, you will see One of these customers no longer exists.

• You cannot merge a customer into itself. If you try, you will see Cannot merge a customer into itself.