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Merging Client Accounts

How to merge multiple client accounts

Updated over 2 months ago

Occasionally you might find that there are reasons why you'd like to merge multiple account. Lupa has a practical tool for merging accounts so that you won't need to manually add information from one to the other. This guide will explain how to do a client merge.

  1. Choose the account you would like to merge into another account

Go to the client view, and choose the account you would like to merge
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2. Edit the account you would like to merge

On the page of the account go to edit.

3. Scroll down to the merge client option on the page

At the bottom of the client's page there's a button labeled 'Merge Client'
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4. Choose the client you would like to merge the current page into

5. Check that the details were merged successfully

Make sure that pets were merged from one account into the other.

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