When do duplicate profiles appear?
Stippa recognizes a customer by their email address. When somebody books with an address it already knows, the appointment goes on the existing profile, even if the capital letters differ. So a duplicate profile appears when:
- a customer uses a different email address the second time, or makes a typo
- you add a customer without an email address, for example somebody who walks in. Without an email, Stippa creates a new profile every time
Spotting duplicates
When two profiles share an email address or a phone number, the customer list shows a button with the number of possible duplicates. Click it for an overview, with Same email or Same phone on each group. Merge joins two profiles straight from there.
Stippa does not compare names. If in doubt, search Customers by name yourself.
Merging two profiles
- Open one of the two customer profiles.
- In the three-dot menu, choose Merge with another customer…
- Find the other profile by name or email and pick it.
- Check the result and click Merge.
Stippa always keeps the oldest profile, even if you start from the newer one. Appointments, notes and profile assignments move to the profile that is kept. Anything missing there that the other profile did have is filled in. The newer profile is deleted.
Only an owner or an admin can merge profiles.
Can I undo a merge?
No. A merge can't be reversed. Check both profiles carefully before you merge them.