Customers

Handle an existing customer warning

Avoid duplicate profiles when a phone or email is already registered.

Step by step

1. Open “Clients” from the sidebar.
2. Search Customers by name or phone first. To create a new profile select “New customer” and fill name and required fields; phone and email are optional.
3. If saving detects an existing phone or email, Acomply shows a notice and opens the existing profile for editing. This redirect does not merge profiles or automatically save the new form’s values.
4. Check name and contact before editing. If it is the same person, correct only necessary details, save and verify. If it is someone else, cancel and check the correct contact with the customer.
5. Do not invent a phone or replace someone else’s to bypass the warning. If two real profiles have history, ask support to review; editing a name does not move or merge their appointments.

Feature availability depends on your plan and permissions.