<aside> 💡 How to navigate to customers dashboard: https://pos.shoptiques.com/customers NOTE: You can only merge customers on the web app

</aside>

VIDEO

Merging Customers.mp4

INSTRUCTIONS

  1. Navigate to your customer list in your POS web app, or click on this link: https://pos.shoptiques.com/customers

  2. Search for a customer with a duplicate profile.

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  3. Click on the customer to open up the customer details page.

  4. At the top right side of the screen, you will see a new button that says "Merge Customer". Click on this to start the merging process.

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  5. In the popup, you will see the customer you've selected to be merged and a search bar. Search for the customer you want to merge this profile with and select it from the dropdown.

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  6. Check that you are merging the duplicate profile into the main profile. (We recommend merging the customer profile with less information/sales history into the customer profile with more information/sales history.

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  7. To swap which profile is merging into the other, click the "Switch" button at the top of the customer field.

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  8. Once you have confirmed you are merging the correct profiles, click the Merge Customers button at the bottom right corner of the pop up.

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  9. Confirm once more that you would like to merge these two profiles together by clicking the red Confirm button.

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  10. If the merge was successful, you will see a green pop up at the top of your screen that says "Merge Successful" and you will see the new combined customer profile.

NOTE: Once you've merged profiles, the duplicate profile is deleted and all information from the deleted profile will transfer into the main customer profile. This action cannot be undone.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/c1e3fff7-5514-444d-9b84-12b7c7cc16bc/Screen_Recording_2021-07-13_at_1.44.57_PM.mov