The Merge Client Profiles feature helps you streamline your client database by combining duplicate client profiles into a single, unified record.
By merging duplicates, you reduce data clutter and gain a more complete, accurate view of each client. This improves your CRM efficiency, strengthens communication, and creates a more organized client management system.
Note: This beta feature is currently available only on the desktop version for Growth plans and above.
To enable access for your account, please contact the Support Team.
How Duplicate Clients Are Identified
MoeGo automatically detects potential duplicate clients using the following criteria, in this priority order:
1. Same Phone Number
Clients with the same phone number are flagged as duplicates, regardless of country code.
Example:
13239687848and3239687848→ ✅ Identified as the same number
2. Same Email Address
Clients with the same email address are flagged as duplicates, regardless of letter case.
Example:
Lily@moego.petandlily@moego.pet→ ✅ Identified as the same email
3. Same Full Client Name
Clients with the same first and last name (case-insensitive) are flagged as potential duplicates.
Examples:
Rachel GreeneandRACHEL GREENE→ ✅ DuplicateRachel GandRachel Greene→ ❌ Not a duplicateRachelandRachel Greene→ ❌ Not a duplicate
Important: The full first and last name must match exactly.
4. Same Pet Name & Breed
Clients with pets that share the same pet name and breed (case-insensitive) may be flagged as potential duplicates.
Example:
Dog + Golden Retriever + PangDog + golden retriever + Pang
→ ✅ Identified as the same pet
Note: Clients with pets that share the same name and breed may still be different households, so these are flagged as potential duplicates only.
How to Merge Client Profiles
Step 1: Access the Merge Tool
Go to:
Clients & Pets > Options > Merge Clients
You will see a list of duplicate client profiles detected by the system.
Note: To ensure performance and stability, only the first 100 detected results will be displayed. If you have more than 100 duplicate profiles in system, please first merge some client profile to view more.
Step 2: Preview & Merge
Click Preview and Merge on the selected duplicate group.
From here, you can:
Select or change the primary client profile
Review the final pet count
Review upcoming appointments
Confirm the merge
⚠️ Important:
This action is permanent and cannot be reversed.
Once confirmed, duplicate profiles will be removed immediately.
Data eligible for transfer under the merge rules may take up to 24 hours to appear in the primary profile.
✍️ Note: Only the primary profile’s agreements are retained. Before confirming the merge, review which profile you select as primary. Agreements from other profiles will not transfer, even after 24 hours.
What Happens After the Merge
Merge Rules
From the duplicate client list, click Merge Rules to review how data is handled.
Data That Will Be Added to the Primary Profile
Additional contacts
Client notes
Client tags
Appointments
Reviews
Packages
Payment history
Message center records
How Pets Are Handled
The duplicate pet is retained under the primary client
All unique pets are preserved
Pets are considered unique if they differ by:
Pet name
Breed
Type
Fields That Only Keep the Primary Client’s Data
Basic Client Info
Name
Phone number
Email
Primary messaging number
Preferred business
Color code
Referral source
Client Settings
Block messages
Message/email preferences
Grooming preferences
Auto tipping
Inactive status
Billing & Membership
Card on file
Memberships
Agreements
Only agreements associated with the primary client profile are retained. Agreements from other client profiles, including agreements signed through intake forms, are not transferred to the primary profile.
Frequently Asked Questions
Can a merged client profile be reverted?
No. Once profiles are merged, the action is final and cannot be undone. Please review all details carefully before confirming.
Can I choose which individual data fields to keep?
No. The system automatically applies merge rules to consolidate all data. However, you may manually remove unwanted information after the merge is completed.
Can I merge pet profiles within the same client?
No. The merge tool currently supports client profiles only, not individual pet profiles.
Why does the merge take up to 24 hours to complete?
A merge can take up to 24 hours to finish transferring eligible data to the primary profile. The merge rules determine which information transfers and which information is kept only from the primary profile.
Agreements from other profiles are not transferred. Waiting longer will not make them appear in the primary profile.