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How to merge customers

How to remove duplicate customer accounts.

Sharon avatar
Written by Sharon
Updated over a week ago

Handling duplicate customer accounts

Sometimes you'll search a customer list and notice there are duplicate accounts.

Punchpass has a handy merge tool that will allow an admin user to tidy things up!

When merging customers, you'll pick an account to keep. The data from the other account will be moved into the primary account.

What is copied when merging accounts

Merging customers copies ALL of a customer's history and active passes and memberships to the desired account. This includes:

  • Active passes and memberships

  • Reservations

  • Attendances

  • Purchases

  • Phone number

  • Custom fields (Redwood plan only)​

What isn't copied when merging accounts

  • Address

  • Health status

  • Notes

  • Waivers


The merged customer account will NOT be deleted

You need to delete the customer manually after confirming the merge was successful. We append the word 'MERGED' to their last name so they are easy to find.

How to merge customers

First, you should determine which of the duplicate customer accounts has the preferred email address and information. This will be the account we keep and import any passes, reservations, attendances, and purchases.

From the customer account you'd like to keep, click the Info tab and from the More dropdown, select the option to Merge With Another Customer.

From the Merge Duplicate Customers page, you'll choose the account data to migrate.

From the dropdown, select the customer account whose pass and class information will be copied into this account.

Press the Merge Customers button and that is it, the information is moved.

After merging the customer accounts, a status message will tell you what happened.

The merged account is NOT deleted - we append '-MERGED' to the last name of the customer so they are easy to find.

Once you have double-checked both accounts and everything looks good, you can manually delete the duplicate customer.

Deleting the merged customer account

Click into the customer profile that's now marked "Merge and Delete".  

From the Info tab, click the More dropdown and select the option to Delete Customer.

You'll be asked to confirm that you'd like to delete the customer account. Press Yes, Delete!

And when the account is deleted, you'll be returned to the customer list. A status message will confirm the action.

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