Merge and Clean Up Customer Profiles

Comments

6 comments

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    Sonja Gonzalez

    Will I lose customer notes by merging customers?

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    Jamie B

    Hi Sonja,
    You will not lose notes when merging customers. If you have any more questions, feel free to ask.
    Thanks,

    Jamie

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    Adriane

    How d i undo a merge. I lost all the client info

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    Vagaro Support

    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.

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    Sam

    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

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  • Avatar
    Jamie B

    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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