Merging a Customer Profile

Sometimes when your customer first creates a booking they only leave one piece of contact information. And then later, they come back and do it again, but instead of using their phone number this time, they sign up with email (or vice versa). 

This ends up creating two separate profiles that can really make things confusing - and actually cause issues in the instance of that customer purchasing a membership or time passes. But, there's an easy fix!

Navigate to the customer's profile in the Customers tab and click their name to open the profile fully. Then, select the three dots in the upper corner and select "Merge Customer Account".

Then, enter the name or piece of contact information from the other account that you would like to merge. Select the account when it appears in the drop down and click through to confirm the merge.

A few things to note:

1. If the profile has an active membership and you see an error that says the merge cannot be completed due to an active membership, flip the way you are merging the profiles. 

   Ex. Start with profile A and merge to profile B. If unsuccessful, flip to start with profile B and merge to profile A.

2. The system doesn't delete information. So, even if you believe you've deleted the profile that has the split contact information, you actually just archived it. The system will still give you an error every time you try to manually add the contact information without the merge.