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How do I merge or delete customer profiles?
How do I merge or delete customer profiles?

Need to clean up a duplicate profile or remove a customer? Quickly merge/delete profiles from Admin.

Updated over 2 years ago

WARNING: MERGING AND DELETING PROFILES CAN'T BE UNDONE!

DO NOT MERGE OR DELETE PROFILES UNLESS YOU ARE ABSOLUTELY SURE.

If you find that a customer has duplicate profiles or you want to remove them from the system, you can do so in Admin.

  • Find the profile you want to merge or delete under Customers by searching name/email/phone.

  • View the profile and click the button with the three dots in the top right corner. Select either merge or delete profile.

  • If you are merging profiles, search for the second profile by name/email/phone.

  • You will be shown any conflicts between the two profiles (such as a different phone number, ID expiration, etc.) and select which information to save to the merged profile.

NOTES:

  • Customer notes, customer groups, orders, loyalty, and credits will also be combined when merging profiles.

  • If the customer has set a password for multiple profiles, only the password on the first profile selected will be valid after merging with a second profile. The customer can use a one time password to reset their password if needed.

  • Duplicate profiles are most commonly caused by customers creating multiple accounts online (using a different phone/email), or when an account is created for them via Admin or the Intake tool on the iPad app. Using ID scanning can help prevent duplicates.

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