After purchasing another salon's client list or merging your salons into a single hosted database so you can share clients between locations, you can end up with the same client multiple times. SalonTouch has a way to identify duplicated clients based on the same First Name and Last Name.
- Open Windows Explorer by clicking on the File Explorer or Computer icon in the start menu.
- Navigate to c:\SalonTouch\Tools\
- Open one of these files:
- DuplicateClients (NET).exe - This is for clients using our .net Hosted solution where multiple salons share data over the Internet.
- DuplicateClients (SQL).exe - This is for clients with a single salon that is not connected to any other salons.
- When you open it, it will ask you to connect to a database. The local copy at the salon will look something like this:
- You can just click OK and the database will query all clients with the same first and last names. It may take quite a while depending on the speed of the PC.
- You can search for duplicated clients by last name by clicking the Find button at the bottom of the window.
- Click Merge Into for the client you want to receive the information from the duplicated client.
- Click Merge on the client(s) that you want data to transfer from. This will transfer sales data, packages, and other non-identifying data. Click Save and the data will merge.