How to Merge Client Profiles
When you discover duplicate client profiles in your Pike13 client list, you can merge the profiles of two clients if you have owner or manager permissions.
In This Article
Who can use this feature?
- Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
- User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff
Difference Between A Client Profile And A Client Account
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Client Profile: Created when a client or staff member adds their information to Pike13
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Note: Any notifications from your Pike13 business are sent to the email address specified in their client profile.
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Client Account: Created once the client sets up their login using an email address and password.
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Note: The email address used for signing in (Account Email) can be different than the one specified for notifications (Contact Email).
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What Information Gets Merged?
The following profile information is combined when merging two client accounts:
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Name and Contact Information
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Guardian Contact Information
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Custom Client Fields
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Stored Forms of Payment
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Visit History and Past Purchases
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Passes and Plans
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Signed Documents, Photos, and Notes
How To Merge Two Profiles
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Click Clients at the top of any Pike13 page.
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Choose the first client profile you wish to merge.
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On the right under Advanced Actions, click Merge This Person.
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Choose the second client that you wish to merge.
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Resolve Conflicts: If any conflicts are found, Pike13 asks you to resolve them manually.
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Click Complete This Merge.
Best Practice
Handling Email Addresses
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Contact Email: If the contact email addresses are different in the two profiles, you can choose the address you want to use during the merge.
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Account (Login) Email: If the account email addresses are different, Pike13 keeps the login email of the profile that the merge was initiated from (the first profile selected).