If the client record you want to merge into doesn't exist yet, create it on the Clients page first.

Merging combines all meetings, uploads, and notes from both records into a single profile.

Merging is permanent and cannot be undone. Check both records before confirming.

Marloo does not have a separate "link clients" feature. For couples or joint clients, you can either manage them as a single combined record (for example, rename to "John and Jane Smith"), or maintain two separate records. Contact support if you need help deciding which approach suits your situation.