How do I Merge Duplicate Accounts

Duplicate client accounts can be merged within the fitDEGREE Admin to keep your client database clean and organized.

Step-by-Step Guide

1. Access the Client List:

   • From your Dashboard, click the Menu icon in the top left corner next to the fitDEGREE logo.
   • Select Clients, and a new Clients window will open.
   • Use the search bar at the top of the Admin (available on all pages) or scroll through the client list to find the duplicate account.

2. Find the Client Profile:

   • Click on the client's name to enter their profile.
   • In their profile, select “About Me” (located under the profile picture).

3. Merge Accounts:

   • Scroll down and click “Merge Accounts.”
   • The system will automatically search for duplicate accounts with the same name and display them in a new tab.
   • Select the correct accounts to merge.

Additional Ways to Find Duplicate Accounts

• Use the Duplicate Client Report:
  • Navigate to Reports > Clients > Duplicate Clients.
  • This report automatically matches profiles using the same email address.
  • You can merge accounts directly from this tool—especially useful after importing data from another platform.

Things to Keep in Mind

• You can search for clients using first name, last name, full name, email, or phone number.
• The account most recently logged into will become the primary account after the mer