> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/online-client-scheduling/activating-your-new-online-scheduling-clients.md).

# Activating your New Online Scheduling Clients

When a client books online for the first time, they'll need to create an account whether you are using the Classic Online Client Scheduling platform or the New RosyPay exclusive Online Booking platform.

You will want to manage these accounts so that you do not end up with duplicate clients in your software. With managing your OCS and OLB Clients, we give you the simple options of Merging them with an existing client, or Creating them as a NEW client.

**Manage** > **Clients** > **OCS Clients needing activation**

![Clients needing activation](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/8HnWDUZDZrrpfwGwbHTp/Clients%20needing%20activation.jpeg)

{% stepper %}
{% step %}

## Select a client

Select a client from **Clients pending activation** list by clicking on the client's name in blue.
{% endstep %}

{% step %}

## If there is a client name match found

A) Click on the client's name to the right of the window.

![Client name right side](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/Xzs1clAEBqXi9BuU4RbG/Client%20name%20right%20side.png)

B) Make sure the contact information you'd like to keep is on the right-hand side of the window and click **Merge**.

![Merge activate client](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/CvVmqfHi8PIxoLl2dLBx/Merge%20activate%20client.png)

C) If the client contact information you'd like to keep is on the left-hand side of the screen, you'll need to click **Swap** *before* clicking **Merge**.

![Swap and Merge - Activate Client](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/rZpljfRyQ9FcuoDZqyPz/Swap%20and%20Merge%20%20%20Activate%20Client.png)
{% endstep %}

{% step %}

## If there is not a client name match found

A) First, I would use the **Client Search** box provided to see if there are any possible spelling differences on your end. If true, continue with the Merging process described above!

![Client Search box](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/obfq4j2xy6thffQrnOG4/Client%20Search%20box.png)

B) If you cannot locate any other clients that seem to match, this is likely a NEW client. Click **Create as New** at the bottom of the window.

![Activation Create as New button](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/f43uRTNStZQVjeOijVKN/Activation%20Create%20as%20New%20button.png)
{% endstep %}

{% step %}

## Repeat until the Activation List is clear

Repeat these steps until your Activation List is clear!

{% hint style="info" %}
If you happen to come across a client within the client who has more than one name match, they are likely already duplicated in your software!

To merge the other duplicates found, you'll need to proceed with our [general client merging process](/clients/merging-duplicate-clients.md).
{% endhint %}
{% endstep %}
{% endstepper %}