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Customer Directory: Duplicate Customers

Duplicate Customers

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From time to time, customers may rebook with you under a different name or a variation of their name. They will, however, use the same email address. In such a case, the system will recognize a potential duplicate customer and display a Duplicate Entry link in the customer record.
 
 
 
 
 
Customer Duplicate

 

 

Click on that link to reveal the potential duplicate. Check the box next to any records that you believe to be a duplicate and click Merge Into Current Profile. The two records (or more) will then be merged together into one.  

 

 

< Customer Directory: Redacting a Record     |     Customer Directory: Detaching a Booking >

 

 

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