If you see this message, "Email Address Already Exists," when adding or changing a customer's email, this means that the client has a profile that is tied to another Vagaro business.
To fix this, you must first create a new profile for the client. Then merge the old profile with the new one you just created. Once you do this, you're all set!
For additional help, send a request to support@vagaro.com.
Let's get started!
Adding a New Customer Record
1. First, we need to create a new profile. Then, we will merge this one with the older profile. Click Customers at the top of the screen.
2. Click Create New.
3. Enter the customer's Email Address. Then click outside of the box after entering the email.
4. You'll see a popup stating that the email address belongs to another Vagaro user. Click Use Profile when you're finished.
5. Click Update.
6. Let's now merge the new account with the old one. Click Reports at the top of the screen. Then select Customers from the left sidebar.
7. Find the customers you want to merge using the search at the top of the page. Then click on the checkbox next to the 2 profiles you want to merge. Now select Merge.
8. 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 at the bottom Merge Results. Then select Merge.
9. When the page refreshes, you will see a small confirmation banner at the top of the page, and you will see that only one Profile is left. The profiles have been Merged successfully.
Still Having Trouble?
If you're still not able to merge the customer, send a merge request to our support team. Email the following to support@vagaro.com:
- Your business name.
- The customer name.
- The preferred email address of the customer.
Comments
4 comments
We get conflicting messages from Varago. Sometimes when creating a new customer, we get the pop-up message used in the above example. Other times, we will try to add an address to a client and it will tell us that it already belongs to another user and will just wipe it out completely from the user we are trying to add it to, without giving us the above example. Why does it do that instead of offering to use that customer as in the above example? It's super annoying. To compensate, so that we can at least have the email recorded somewhere, we work around it by putting it in the "cc Appointment Email to:" spot on their profile.
If you try to create a NEW customer with the email address of an existing customer (even if not your customer), you get the "Use This Profile" pop up. If you select that, the existing customer's profile fills in the Customer Information screen, and you could update the existing customer's info here (except for email address.)
If you try to change an existing customer's email address to one that is already used by a different existing customer, you get the warning banner and the system does, correctly, clear out the duplicate email address. Two DIFFERENT users cannot have the same email address.
Thank you Donna for explaining why it does what it does.
I am more or less complaining about how Vagaro functions in this manner lol. This seems to me to be a flaw or quirk. Why not give me the option to use the person who's email address already exists within Vagaro rather than just shutting me down? Or why not an option to Merge with my "new guest" right then (or even in the Merge Duplicate Customer feature - they do not show up there, FYI)? They are only "new" because they are new to me and I didn't have their email address at the time I created them - in order to book an appointment. Once they come in and fill out paperwork, I get their email address and can now add to their profile...except when they apparently already existed but Vagaro didn't recognize them (probably because they have a different last name or phone number than when they set up their account before they came to our establishment).
Yup... I understand. BUT when we get to HOW Vagaro does things, changes come based on user enhancement requests... So scroll on up to the top of this page and enter a New Feature Request. Sorry that I can't do more!
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