Account Merging Overview
Once accounts have been merged, the action cannot be undone. Merging is essential for maintaining organizational integrity by ensuring that reservation history, purchase history, and payment methods are preserved in the account that remains active.
Initiating Account Merge
1. Go to Customers --> Clients and select a clients
2. Navigate to the client profile of one of the clients and select Merge client option from the dropdown on the right side.
3. Search for the duplicate account
4. Choose which account you would like to "Keep this information" by selecting the primary email account
5. Click merge and double check your work!
Confirm by clicking “Yes, I'm sure.” If all criteria are met, you will be directed to the profile of the newly merged account.
Merging Process
Information Kept in the Preserved Account:
Customer Name
Email address
Phone number
Address
Birthday
Last Active Date
Credit Cards
Password
Liability Waiver Signed
Communication Settings
Information Merged:
‘Account created’ date: the oldest account creation date is kept.
Tags: merged from both accounts, eliminating duplicates.
Purchases and Reservations: combining purchase history and class records.
Invoices: combining invoice history
Account Balance: the account credit balances will be combined.
Notes: Note history will be combined
Credit cards from the non-kept account will be deleted, leaving only those from the kept account.
Restrictions on Account Merging
Certain conditions prevent account merging, such as:
Accounts with active subscriptions into accounts without a valid, updated credit card.
Merging identical active subscriptions or class reservations.
To merge advanced clients, please drop us a note via your dashboard or to support@arketa.com.
Frequently asked questions
Why can't I create a new account with an email from a merge.
Post-merge, attempting to create a new account with an email address from a merged account results in an error. It is vital to ensure the email chosen for the primary account is the customer's preferred email.
Who can merge accounts?
As long as you have access to the client profile you may merge accounts.
What if the client I want to merge with doesn't exist in my client list?
Both clients must be in your client list before merging. Please add both clients before merging accounts.