Sometimes a customer will register two or more accounts by accident. This can be easily rectified by combining the accounts, which will consolidate all the customer’s scheduling and billing data into one account.
The operation involves selecting two accounts: one to be deleted, and one that will contain the information of both accounts.
Effect
All scheduling and billing data will be moved from the old account to the new account. This includes:
- Lessons
- Classes
- Memberships
- Charges
- Logs
- Invoices
- Payments
- QuickBooks customer sync target
Some data from the deleted account will be lost:
- Login information
- Notifications
- Permissions
- Groups
Restrictions
Merging is only allowed if both accounts…
- …are students.
- …do not have any packages or individual credits.
- …have not made any invoice payments or store purchases.
How to merge accounts
- In the Users menu, click Merge.
- Select a user for Customer to be Deleted.
- Select a user for New Customer.
- Click Next Step.
- Review to make sure everything looks correct, then click Merge Accounts.
The two accounts are now combined, and the user can log in using their original login details. If the user cannot log in, you may need to send them an invite or reset their password.