How to merge duplicate customers

When a sign-up brings one customer's email and another's phone, the dashboard asks if they're the same person.

All plans ⏱ 2 minutes Where: Customer profile → Merge with…

1
If someone signs up with an email that belongs to one customer and a phone that belongs to another, the profile shows a notice: “This email and …'s phone came in together in one sign-up. Are they the same person?”
2
Check both customers. If they're the same person, tap Merge with (name).
3
You're left with a single customer with their details and cards.

What if…?

What if both had a card in the same program?

They become one: stamps, rewards and history from both are added together. The one saved on their phone is kept. If the total reaches the goal, the reward is ready to redeem.

Who can merge customers?

Only an Admin.

What if they're not the same person?

Don't do anything: they stay as two separate customers.

You might also need

How a customer joinsThey scan your QR code, fill in a short form and save the card to their phone. How to add questions to the sign-up formUp to 3 questions of your own, like “How did you hear about us?”, on top of name, email and phone. How to add a customer by handAdd them yourself from the dashboard and send them the link to install their card. How to find a customer and see their historySearch by name, email or phone and see their stamps, rewards, purchases and visits.