Duplicate a Member
Handling duplicate members (same person, two profiles)
Duplicate profiles, shared emails or phones, and leftover legacy notes are all handled in Reports → Resolve. See Resolve for the full guide.
Safe cases (for example two identical profiles) are merged automatically when automatic fixes are on.
Likely duplicates appear as cases with the profiles side by side. Click Apply selected steps to merge. Merging moves bookings, attendance, documents, conversations, notes and history onto the kept profile. If either profile has billing, Kanri’s records move but Stripe does not change, so double-check billing afterwards.
When profiles share only a name, Kanri asks. Click Same person, merge or Different people. Your answer is remembered.
When two different people (often a parent and child) share a phone or email, do not merge. The shared-details cases let you pick who keeps the value.

Search terms: