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Merge Clients (Beta)

Amelia avatar
Written by Amelia
Updated today

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:

  • 13239687848 and 3239687848 → ✅ 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.pet and lily@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 Greene and RACHEL GREENE → ✅ Duplicate

  • Rachel G and Rachel Greene → ❌ Not a duplicate

  • Rachel and Rachel 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 + Pang

  • Dog + 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.

  • All data will be fully migrated to the primary profile within 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

  • Agreements

  • 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

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?

  • The 24-hour processing window allows MoeGo to safely consolidate large and sensitive data sets, including:

    • Memberships

    • Cards on file

    • Payment history

    • Signed agreements

  • This ensures your data is merged accurately and without system interruptions.

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