📝 Overview
The merge tool lets you combine two customer profiles into one, transferring their details and history into a single record. This is useful when a customer has accidentally ended up with two accounts.
You choose which customer name and email to keep, and all data and history (attendances, memberships, payments, and so on) is transferred into the profile you keep.
⚠️ Important, please read before merging.
If you start the merge from the oldest customer profile, their completed Forms and Waivers are saved onto the merged profile. If you start from the newest profile, that information is lost and the customer will need to resubmit.
To check when a profile was created, go to Customers ➜ Customer List, search and click the customer, and check the date under their name.
➕ How to Merge a Customer Account
You start a merge from the profile of one of the two customers, then search for the other account to merge it in. Remember to start from the oldest profile if you want to keep their completed Forms and Waivers.
Go to Customers ➜ Customer List, search for the customer, and click their profile. (The one you want to keep)
In their profile, click Merge.
Search for the customer you want to merge into this profile, and click Select.
In the next page you'll see which customer profile is being merged into the other, and you can select the customer name and email address you'd like the customer to keep. Click Merge to complete the merge.
💡 If you can't find the customer you're looking for, they may be inactive. Select All Customers from the Status drop-down to show a complete list of your active and inactive customers.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
How do I un-merge a customer profile?
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Click the arrow to see the answer
If you need to un-merge a customer profile, please reach out to our support team, who will be happy to help.
How can I merge two business accounts?
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Click the arrow to see the answer
Business accounts cannot be merged in the way customer accounts can. If you need to merge two business accounts, please contact our support team and we'll assist you further.
Why have a customer's forms and waivers disappeared after merging?
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Click the arrow to see the answer
This happens when the merge is started from the newer profile rather than the older one. Completed Forms and Waivers are only carried over when you start the merge from the oldest profile, so it's worth checking the profile creation dates before you begin.