Welcome returning clients without duplicate records
Keep new work distinct while preserving the relationship.
Find the client first
Search by phone or name before entering a new customer. A past wedding client may return for a maternity session or a family portrait; use the existing contact with a new booking for the new scope.
Review imported history
A spreadsheet can include old phone formats, repeated contacts and notes in the wrong column. Review the mapping and skipped-row count before treating the import as complete. Importing a contact is not the same as recreating their old invoices or payment history.