thread Re: Can I Merge 2 Clients into 1 in Archived Discussions (Read Only)

Can I Merge 2 Clients into 1

GSB_Steve — Wed, 30 May 2018 16:49:44 GMT

I have somehow created 2 clients of the same person...maybe they paid with a different card and that's how it happened? In any case I want to put all their payment history into 1 client file...is that possible? How would I do that?

Thank you!

Steve

Re: Can I Merge 2 Clients into 1

puka — Wed, 30 May 2018 18:46:54 GMT

Hey @GSB_Steve!

If our system has not recognized a duplicate, you can manually merge two profiles. To do so:

Select the duplicate Customer Profile.
Click the three-dotted Actions menu > Merge with another customer > search and select the profile you’d like to merge.
Carefully review the profiles being combined, as a merge can’t be undone.
Click Merge.

To learn more, check out Manage Your Customer Directory Online.

Re: Can I Merge 2 Clients into 1

SublimeWaxBB — Thu, 19 Jan 2023 20:38:16 GMT

Is there any way to merge two tickets at checkout? We often have clients who come in for a service and we run specials where they split the cost.

Example:

bring a friend and split the cost of a wax service

So, during checkout is there a way to merge both of their tickets to split the total?

Re: Can I Merge 2 Clients into 1

JJ_ — Sat, 21 Jan 2023 21:34:03 GMT

Hello there @SublimeWaxBB

At this time Ticket Merging isn't possible in Square Appointments. I recommend you submit a Feature Request here. This will help our product team get visibility and track other Sellers with similar interest in your request.

Important: When submitting a request, make sure to include the desired feature, and provide the details of how this feature will help your business succeed (how would you use it and what you expect from it).