Updating a customer's email address on their behalf
On occasion, a customer might ask you to update their email address in TeamUp as they entered it incorrectly or have changed their email address.
Scenario 1: Update a customer email address that doesn't exist elsewhere in TeamUp
Updating a customer's email address can be done via Customers >> Customer List >> Find their profile >> Account Management Settings
Enter the new email address they've shared with you and save.
💡 Your customer will receive your invite email to verify their email and link your business to their existing account.
Scenario 2: How to update a customer's email address when their email is in use with TeamUp already
When updating the email, you might receive the message that "an account associated with this email already exists" yet you aren't able to find the customer.
- This means the customer has an account with another business using TeamUp and so we need to invite their TeamUp account to your business.
Solution
The following process will help you adjust the email address and send them an invite to your business, by creating a new customer profile and then merging this information.
Step 1:
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- Create a new customer, using the correct email address.
- Customers >> Customer List >> Add a customer
Step 2:
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- Starting from the oldest/incorrect customer profile, you'll want to merge these accounts. Merging allows you to combine two profiles and select the name and email address you'd like saved for the future.
- Oldest/incorrect customer profile >> Merge >> Find the newly added account >> Select the profile name and email you'd like to keep.
💡 For more information on how to merge accounts and what this means, check our guide on How to merge customer accounts
Once you've merged these accounts, you'll see the email has been successfully updated and all information on the account has been combined.
💡 Your customer will receive your invite email to verify their email and link your business to their existing account.