How to Merge two Customer Accounts?

If you have to merge two accounts created using the same details (email, etc) you want to merge the Passes or Packages remaining and then delete 1 of the customer’s account.

Example of Single customer with 2 Accounts…

If they Customer had bought a 5-class pass on each account and both had a number of classes remaining, you can edit and adjust the remaining visits.

  • Go to Left Main Menu, then Customers and Click on the Action button beside the student and Click on View.
  • Scroll down to find Customers Membership & Packages, Add visits to this Membership.
  • Or Add a New Package.
Highlighted : Edit Or Add Package to a Student Account.
Edit Pass Pop-Up..

You can then cancel the 5-class pass on one account as you will not be able to delete a customer with an active pass.

Cancel Packages from Duplicate Account..
Package Cancellation Pop-Up..

Customers will not receive a refund due to you cancelling a pass. Credit Card refunds must be done manually in Stripe.

Once all Passes are cancelled, and all information is transferred you can then proceed to delete this customer.

Deleting Customer Account …..

Note : Double check you are deleting the right profile.

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