The Merge Customers Tool makes combining customer profiles simple and convenient in Vagaro! From the Merge List, you can see all the potential clients who are eligible to be merged and combine them with the click of a button!
To merge duplicate customers, follow these steps when using a computer or the Desktop Version:
- Click Reports at the top of the screen.
- Click Merge Duplicate Customers on the left side of the screen.
- Once you find the profiles you want to combine, click Merge. Then you're all set!
Let's get started!
Getting Started
1. Click Reports at the top of the screen.
2. Select Merge Duplicate Customers.
OR
Hover over Customers. Then select Merge Duplicate Customers.
2A. You can also manually merge customers from the Customers List page. To get started, hover over Customers. Then select Customers List.
2B. Once you select the clients you want to merge, click Merge.
3. Once you get to the Merge Customers page, you can see all the clients on the Merge List as well as the Match Score.
Here's what each match percent means:
- A 100 percent match score means that both customers share the same phone number, first name, and last name.
- An 80 percent match means that both customers have the same first name and last name, but do not share the same phone number.
- A 75 percent match means that both clients have the same phone number and first name, but do not have the same last name.
- 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. It's then sorted alphabetically. Matching items are displayed in bold. Let's now merge a customer!
Merging Customers
1. You can see that some customers have a specific status. If you see a blue locked icon, this means that the customer has logged into the Vagaro account and updated the username and password. This customer cannot be merged.
A customer who is an employee or owner of a Vagaro business will not display in the merge list.
2. Once you find the customers you want to merge, click the red Merge button on the right side of the screen.
3. There are two fields: From and To. The customer in the From field is merged into the customer in the To field. To reverse the order of the merge, click the blue Switch button in the middle of the screen.
If a customer has logged in, they can only show in the To column. If both customers have logged in, the profiles cannot be merged.
4. Under Result, you can see all the information that is being merged into the other profile.
5. When everything looks good, click Merge at the bottom of the screen. Then you're all set!
General Rules
- If a customer has logged in, they can only show in the To column. If both customers have logged in, the profiles cannot be merged.
- If the customer in the To field has a credit card on file, the credit card information cannot be merged into the profile of the customer in the From field. If both customers have a credit card on file, but only one of the customers has an email, the customer with the email is shown in the To field. These customers can be switched.
- 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 column. These customers can be switched.
What if the Merge Customers Tool Isn't Working?
Try to go through the following troubleshooting steps if the merge tool is not working:
On a Computer or the Desktop Version
- Refresh the page.
- Try to log out of the account. Then log back in.
- Clear the web browser cache and cookies. Then try to log back into the account.
- Try to use a different web browser. Then log back in.
On the Vagaro Pro App
- Log out of the account and then log back in.
- Make sure to use the most updated version of the app.
Comments
8 comments
What do you do if the client has a change of email, and vagaro won't let you change an email, nor will it let you merge two accounts together if they have both been logged into..... I have one client that has 3 records..... 3 seperate emails, same phone number, no way to merge them.....
Also, unable to merge client with 2 records, cause one of them is a Service Provider or account owner.... One record has a name spelling error, same phone number, two different email addresses....
i have been battling this same issue since some update years ago now! so frustrating.
NO POP UP AT STAGE 3.... I cant merge my customers!
Hello Ezen,
The reason for this is because you turned off the popup function within your browser somewhere. This data is stored locally within your cookies and presets. To fix this, you need to clear all of your browser history / cookies / cache. Once you do this, the function will begin working again as normal. If you have further trouble with this, please feel free to get in contact with us at 800-919-0157 opt. 2 for support or email us at support@vagaro.com.
Best Regards,
-Dan
I did the merge several days ago for 2 of my customers, including "delete from" and it worked the day i did it there were no duplicates in my customer list, and their names only showed up once when I searched their names in "select a customer".
Today, I noticed that their names are back to showing up twice when I search them in "select a customer" So I looked for them on the "customer list" page to see if they were un-merged somehow, and they are still merged, each customer is only on the "customer list" once, but why are they back to showing twice in the search? I'm afraid i'll select the wrong one when i am booking them.
Ive looked for answers but I do not see any.
Is there a way to see accounts with same phone, email or name? It would be nice to be able to print off ONLY the multiple, so we can go delete or merge easily. There are prob more features that are more important, just looking for efficient (aka lazy) ways :)
Hi Jennifer. You can run a Customer List report and use the Name and Cell/Day/Night Phone filters to filter the report by customers with just that information. Click Run Report when you're finished.
You can't have multiple customers with the same email so you won't be able to use the Email filter.
Click this link for more information: https://support.vagaro.com/hc/en-us/articles/115004772554.
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