From the Merge & Clean Up page, you can automatically clean up your customer list and merge customers. To learn more, follow the steps below.
This article covers the following:
Vagaro Pro app: Navigate to → → .
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Web Version: Navigate to Customers, then select Merge & Cleanup Customers.
If you have inactive customers or profiles that are missing key information, you can use the Auto-Cleanup tool to help clean up your customer list. Follow the steps below.
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Toggle Auto-Cleanup Customers on (green).
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Select (up to four) cleanup criteria.
Select the checkboxes above to set the criteria for which profiles will be automatically deleted. If you select more than one checkbox, all criteria must be met.
Note
Customers with active memberships, renewing packages, or future appointments will not be deleted.
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Select Customers without an email.
Customers without an email address will be deleted.
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Select Customers without a phone number.
Customers without a phone number will be deleted.
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Select Customers without a card on file.
Customers without a card on file will be deleted.
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Select Customers who haven't visited within a selected time frame and enter a number of years.
Customers who haven't visited your business within the entered period will be deleted. You must enter a whole number; the field will not accept a decimal like 1.5 yrs.
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Examples:
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Customers without an email and Customers without a phone number selected.
All customer profiles without an email and phone number will be deleted. Customer profiles with a phone number and no email address will not be deleted.
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Customers without a card on file and Customers who haven't visited in a (1 year) selected timeframe selected.
All customers who haven't visited your business within one year that do not have a card on file will be deleted. Customers who haven't visited within one year but have a card on file will not be deleted.
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All criteria selected.
Customers that match all four criteria will be deleted. However, if the profile doesn't match at least one selected option, the profile will not be deleted.
View and Restore Deleted Customers
The selected profile(s) will be restored. Once restored, the Auto-Cleanup Customers tool will not delete the same customer profile twice, even if it fits the selected criteria.
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Tap View Details to view and restore deleted customers.
The Auto-Cleanup Customers window will display a list of customers deleted by the auto-cleanup tool. You can view the customer's Name and Deletion Date.
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Using the checkboxes, select the customer(s) you want to restore. Select the checkbox next to Customer to select all deleted profiles.
You can also use the search box to find a specific customer.
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Tap Restore Customer Profile.
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Toggle Auto-Cleanup Customers on (green).
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Select (up to four) cleanup criteria.
Select the checkboxes above to set the criteria for which profiles will be automatically deleted. If you select more than one checkbox, all criteria must be met.
Note
Customers with active memberships, renewing packages, or future appointments will not be deleted.
-
Select Customers without an email.
Customers without an email address will be deleted.
-
Select Customers without a phone number.
Customers without a phone number will be deleted.
-
Select Customers without a card on file.
Customers without a card on file will be deleted.
-
Select Customers who haven't visited within a selected time frame and enter a number of years.
Customers who haven't visited your business within the entered period will be deleted. You must enter a whole number; the field will not accept a decimal like 1.5 yrs.
-
Examples:
-
Customers without an email and Customers without a phone number selected.
All customer profiles without an email and phone number will be deleted. Customer profiles with a phone number and no email address will not be deleted.
-
Customers without a card on file and Customers who haven't visited in a (1 year) selected timeframe selected.
All customers who haven't visited your business within one year that do not have a card on file will be deleted. Customers who haven't visited within one year but have a card on file will not be deleted.
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All criteria selected.
Customers that match all four criteria will be deleted. However, if the profile doesn't match at least one selected option, the profile will not be deleted.
View and Restore Deleted Customers
The selected profile(s) will be restored. Once restored, the Auto-Cleanup Customers tool will not delete the same customer profile twice, even if it fits the selected criteria.
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Click View Details to view and restore deleted customers.
The Auto-Cleanup Customers window will display a list of customers deleted by the auto-cleanup tool. You can view the customer's Name and Deletion Date.
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Using the checkboxes, select the customer(s) you want to restore. Select the checkbox next to Customer to select all deleted profiles.
You can also use the search box to find a specific customer.
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Click Restore Customer Profile.
With Merge 100% Matched Customers turned on, customer profiles with a 100% match will be merged within two hours. You can still freely navigate to other screens within Vagaro.
From the Merge List, you can see all the potential customers eligible to be merged and their Match Scores.
A blue lock icon indicates that the customer changed their Vagaro username and password and cannot be merged. Send a request to support@vagaro.com to complete this process for locked customers.
An employee or owner of a Vagaro business with a matching customer profile will not display in the merge list.
Here's what each match percent means:
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A 100 percent match score means that both customers share the same phone number and first and last name.
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An 80 percent match means that both customers have the same first and last name but do not share the same phone number.
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A 75 percent match means that both clients have the same phone number and first name but do not have the same last name.
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A 40 percent match means that the customers have the same phone number and last name but do not have the same first name.
The list is first sorted by the Percent Match and alphabetically. Matching items are displayed in bold.
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Tap the red Merge
button for customers to merge.
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The customer in the From card is merged with the customer in the To card.
To reverse the merge order, tap the blue Switch button.
If a customer has logged in to the profile before, they can only show in the To card. If both customers have logged in, the profiles cannot be merged.
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The Result section shows all the information that will be merged into the other profile.
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Tap Merge.
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Click the red Merge
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The customer in the From field is merged into the customer in the To field.
To reverse the merge order, click the blue Switch button in the middle of the screen.
If a customer has logged in to the profile before, they can only show in the To column. If both customers have logged in, the profiles cannot be merged.
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The Result section shows all the information that will be merged into the other profile.
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Click Merge.
Navigate to the Customer List by hovering over Customers, then selecting Customer List.
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Use the Search function to find the two customer profiles. Select them and click Merge.
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The customer in the From field is the profile that will be removed. The client in the To field is the profile that will be kept. Verify that the information is correct under Merge Results, then click Merge.
If a customer has logged in to the profile before, their profile will only show in the To column. If both customers have logged in, the profiles cannot be merged.
The Merge Customers Tool allows you to merge duplicate profiles seamlessly. From the Customer List, you can use search filters to find the customers you want to merge.
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Enter the name of the customer in the Name field, then click Run Report.
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Select two customers to merge using the checkboxes, then click Merge.
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The customer in the From area is merged into the customer in the To area. To reverse the order of the merge, click the blue Switch button in the middle of the screen.
Under Result, you can see all the information that is being merged into the other profile.
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Click Merge to finish merging the two customers.
If you have difficulty finding the customer you need to merge, you can expand the Advanced Filters drop-down menu for a more specific search. Learn more about the Customer List advanced filters.
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If a customer has logged in, they will only show in the To field. If both customers have logged in, the profiles cannot be merged.
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If the customer in the To field has a credit card on file, the credit card information cannot be merged into the customer's profile in the From field. If both customers have a credit card on file, but only one has an email, the customer with the email is shown in the To field. These customers can be switched.
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If both customers have a credit card and email on file, the customer with the most appointments and classes will be displayed in the To field. These customers can be switched.
Follow these troubleshooting steps if the merge tool isn't working:
Web Version
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Refresh the page
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Log out and back in
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Clear the web browser cache and cookies and log out and back in
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Try a different web browser
Vagaro Pro app
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Log out and back in
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Check that you're using the current app version
If you're having problems, send a request to support@vagaro.com, and one of our engineers can merge the customers for you. Email the following:
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The business name
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The customer name
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The email you want to keep
Put Merge Customers in the email subject line, so the request gets to the team faster.
Comments
8 comments
I have customers with multiple "locked" profiles. Some of my clients aren't tech savvy enough to correct this on their own. Do I really have to call customer support to merge them?
Hi Jessi... You don't have to CALL customer support, but you at least have to email the particulars about the locked customers to support@vagaro.com. Sorry for the inconvenience.
Will I lose customer notes by merging customers?
Hi Sonja,
You will not lose notes when merging customers. If you have any more questions, feel free to ask.
Thanks,
Jamie
How d i undo a merge. I lost all the client info
Hi, Adriane. I am sorry about the difficulty you are experiencing. Merged customer profiles cannot be undone, but you can re-create the customer's profile using their same email address. A support ticket has been created for you, and someone will contact you soon.
I would also like to warn other uses that the card on file info will be lost- even after the preview of the merge says otherwise
Hi Sam,
When merging customer profiles, a card on file will be lost when merging that information from one profile to another. However, the card information will not be lost if you merge a profile to the profile with the card on file.
This prevents credit card information from being saved to another customer's profile.
If you have any further questions, please contact Vagaro Support; they'd be happy to troubleshoot with you.
Thanks,
Jamie
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