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.
Marketing Conversations do not merge.