Go to website
This is where you will find everything regarding your clients/guests and their files.
Adding a client/guest
To add a client go to the "Client" tab on the left side. Then you select the + sign in the top right and fill in all the fields that apply and select save.
To merge a client/guest go to the Clients tab on the left side menu. Search for or select the client from the list you want to merge. Then you select the "Merge with another client" option. Then you search for the client file you want to merge and once you have done this you choose which details you want to keep between the two client files. The you select "Done" in the top right corner. !(https://storage.crisp.chat/users/helpdesk/website/1ecbb19c1e7c6b00/screenshot-2019-08-20-133204_972xkm.