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Clients: duplicate client profiles — how to resolve them without losing data

Duplicate client profiles complicate bookings, communication, and statistics. The key is to proceed carefully so you don't lose any history.

How to spot a duplicate

  • Identical or very similar contact details (name, email).

  • Bookings, orders, or passes split across two profiles.

The most common reasons duplicates appear:

  • The client books without logging in, enters their email with a typo, and Zenamu creates a new record.

  • The client registers twice, each time with a different email.

  • The client has two accounts — one via email and another through Facebook login, for example.

Recommended resolution steps

Zenamu has no button to merge two client profiles or to transfer data from one profile to another. You move what matters by hand:

  1. Find out which profile the client actively uses — that will be the primary one.

  2. Confirm with the client which email they want to use going forward.

  3. Move entries and credits: on the secondary profile, use Decrease to remove the remaining entries or credits. On the primary profile, add the same number with Add custom number of entries or Add custom number of credits, at a price of 0.

  4. Bookings and orders can't be moved. Past bookings and orders stay on the profile where they were made. For upcoming bookings, cancel them on the secondary profile and add the client again in the class detail with Add participant, choosing the right payment.

  5. Memberships can't be moved either. A one-time membership can be added to the primary profile again from the admin (also for free) and cancelled on the secondary profile with Cancel membership. A recurring membership can only be bought by the client, so it stays on the profile where it was bought.

  6. Be careful — don't delete the secondary profile until you've moved its balances and upcoming bookings. Deleting a client removes their remaining entries and credits for good and shows them as a deleted user in their orders.

  7. After making changes, verify that you can find the client easily and that their balance and upcoming bookings are on the primary profile.

Watch out for

  • Don't delete a profile without checking linked bookings, orders, and passes.

  • Always confirm with the client first which profile is the right one.

  • Check whether the secondary profile has tags or notes you want to keep.

FAQ

When is it safe to remove the secondary profile?

Only after you've moved the remaining entries and credits and the upcoming bookings to the primary profile, and copied any notes or tags you want to keep. Past bookings and orders stay on the secondary profile; after deleting it, they show a deleted user instead of the client's name.

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