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Merging duplicate customers and pets
Merging duplicate customers and pets
Lou avatar
Written by Lou
Updated over a week ago

Please follow the video(3:00) or follow the steps below

You have the ability to merge customer accounts by:

  • Click to view the left menu using the 3 lines top left in Savvy

  • click to view customers

  • Click merge (top right)

Be sure to add the main profile you want to keep in the top field and add the duplicate in the bottom field.

A handy tip is to always add 'Duplicate' to the customer's duplicate profile last name

To merge pets:

  • view the customer's profile from the top search bar.

  • On the right-hand side you'll see the pets listed.

  • Click merge just above their names,

Selecting the pet you would like to keep as the main profile in the top field and the duplicate in the bottom field

A handy tip is to similarly add 'duplicate' into the duplicate pet profile name to make this easier to do.

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