Client Management

Unified roster, leads, and prospects — with duplicate detection and a safe merge tool.

Clients

Leads & Prospects

Name	Status	Package	Start Date	Advisor

Business / Name	Type	Category	Contact	Status

Merge Duplicate Clients

Pick which record to keep. All history (measurements, sessions, consultations, check-ins, workouts, photos, meal plans) from the other record moves onto the one you keep. The duplicate is then deleted. This cannot be undone.