Client merge utility
You can merge client records together. &nbsp;This will move all pets and all invoices/receipts to one card. &nbsp;It will delete the client record that you're merging from.
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There is no option to merge pet records together. &nbsp;You can make one inactive to keep the appointment information intact and leave the other active to make future appointments.
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Click on Utilities, Client merge utility.
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Choose the From and To clients. &nbsp;The From card will be deleted.
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Client merge utility

You can merge client records together.  This will move all pets and all invoices/receipts to one card.  It will delete the client record that you're merging from.

 

There is no option to merge pet records together.  You can make one inactive to keep the appointment information intact and leave the other active to make future appointments.

 

Click on Utilities, Client merge utility.

 



 

Choose the From and To clients.  The From card will be deleted.

 

 



Client merge utility

Calendar

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Zip Codes

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Vaccination warnings

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List of spayed/neutered pets

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Pickup and delivery notes

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Adding pictures and documents to the client and pet record

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Desktop - The Basics

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