I found a client with multiple accounts. How do I merge them in AXLE?

To merge duplicate client profiles in Mindbody, follow these steps:

1. Access the Merge Tool:
   • Log in to your Mindbody account.
   • Navigate to Settings > Clients > Merge Duplicate Clients.
2. Locate Duplicate Profiles:
   • Use the Locate Duplicate Clients tool to identify potential duplicate profiles.
   • Enter criteria such as first and last name to search for duplicates.
3. Review and Merge:
   • Review the duplicate profiles side by side.
   • Select the profile you wish to keep as the primary account.
   • Click Merge These Clients to combine the profiles.

After merging in Mindbody, AXLE will automatically synchronize and update the client information. For a visual guide, you can refer to Mindbody’s tutorial on merging duplicate clients.