If you have duplicate customer profiles, you can merge them together using the Merge Customers feature. To merge clients, follow these steps:
- Hover over Customers at the top of the screen.
- Click Merge Customers. Then click Continue.
- Click on the drop-down menu on the left side of the screen to select the profile you want to delete.
- Click on the drop-down menu on the right side of the screen to select the profile you want to keep.
- Once you're finished, click Save.
If you're still having a difficult time, our support team can merge the clients for you. Email the following to support@vagaro.com:
- Your business name.
- The name of the customer.
- The preferred email address of the customer.
If you're trying to add a customer or change a client's email address and you get a message stating, "Email Address Already Exists," click this link: It Says 'Email Address Already Exists," What Should I Do?
Let's get started!
1. Hover over Customers. Then, click Merge Customers.
2. Click Continue.
Remember, the From Profile on the left side of the screen will be merged with the To Profile on the right side of the screen. You can see a preview of what this looks like under the headline: Merge Information.
3. Click on the drop-down menu on the left side of the screen to select the customer. The profile on the left side is the one that will be deleted.
4. Click on the drop-down menu on the right side of the screen to select the customer. This will be the customer profile that you keep.
5. Notice you also have an option to delete the From Profile at the bottom of the screen. Just click on the checkbox next to Delete the "From" customer after merge. But do keep in mind that this option will always remain checked by default.
6. Click Save when you are finished.
Go to the Customer Management page and enter the client's name to view the profile changes. You will see that all the client's appointments, information, and notes have been saved.
Comments
6 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.
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