Preventing duplicate Jane profiles

Clinic rule: Admin owns merging duplicates and must reconcile any duplicate records.

Key rule

• Before creating a new client profile, search by name, email, and phone to make sure they don’t have an existing profile already.
• Ask clients to use the same email they booked with when interacting with Jane links.

If you suspect a duplicate

• Do not create a second profile.
• Contact admin to review/merge duplicates (admin reconciles the duplicate).