Merging Customers

Article Content:

This article provides steps on how to utilize the Merge Customers tool that allows staff to consolidate duplicate or secondary customer profiles into a single master record. This unified profile includes total play history, purchases (e.g., punch cards, merchandise, lessons), and membership details. The process helps maintain clean data, ensures accurate reporting, and improves the customer experience by eliminating fragmented records. Once merged, secondary accounts are archived and no longer active.

Step by Step Guide:

Step 1: Navigate to the Customers module along the top row.

Step 2: Select the Customers tab on the left, and then click Customer Tools.




Step 3: Select Merge Customers. A pop-up will appear where you will enter the customers that you wish to merge.

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Step 4: Click on Merge to consolidate records.

One-Way Merge: Merges are permanent—once completed, data from secondary profiles cannot be reattached even if unarchived.

Permissions: Only users with Merge Customers access can perform this action—check your role settings.

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