Merging Duplicate Guest Accounts from the Loyalty Dashboard

In Zenoti, there are different ways to create guest accounts:

  • From the Appointment Book: When the front desk creates an appointment for a new guest for the first time, Zenoti automatically creates an account for that guest.
  • From the Web store: When guests book services online, they create their own guest accounts.
  • From the Loyalty Dashboard: If you have the required permissions, you can create guest accounts.

In all the above cases, there is a high possibility of creating duplicate or invalid guest accounts. 

This article describes how you can merge duplicate guest accounts from the Loyalty Dashboard

You can also merge guest accounts using the Appointment Book and Guest Profile.
For information, see Merging Guest Records Using the Appointment Book and Guest Profile.

To merge duplicate guest accounts: 

  1. Ensure that you are at the Center level.
  2. On the main menu, click the Loyalty tab.
  3. From the Loyalty Dashboard, click Guest Manage Duplicates.
    The Find & Merge Duplicate Accounts page appears.

You can search for duplicate accounts either automatically or manually (if you know the account details).
The following sections explain how to run automatic and manual searches of duplicate accounts.

To run an automatic search of duplicate accounts:

  1. Select Auto Search.
  2. Select the search criteria as appropriate:
    • Match by Email: Returns accounts with the same email ID
    • Match by Mobile: Returns accounts with the same Mobile number
    • Match by First Name: Returns accounts with the same first name
    • Match by Last Name: Returns accounts with the same last name

Note: When you select more than one search criteria, the search returns the accounts that contain matching values of all the selected search criteria. For example, if you select Match by First Name and Match by Email, the search returns accounts that have both the first name and the email matching.

  1. Click Search.
    The search returns and displays one set of duplicate accounts per page on the list.
  2. Select the accounts that you want to merge, and then click Merge. See the below screenshot for reference.

    The page displays all the duplicate account details.
  3. Select the details that you want to retain, and then click Merge. See the below screenshot for reference.

    Note: To select all details under an account, click Select All.
    The page displays a message stating that the merge was successful.
  4. Click OK.
    The list displays the next set of duplicate accounts.
  5. Repeat Step 4 onwards.

To manually search for a duplicate account:

  1. Select Search.
  2. Select one of the following search criteria:
    • Match all of the following: Returns accounts that match all the specified account details.
    • Match any of the following: Returns accounts that match any one of the specified account details. 
  1. Enter the account details:
    • First Name: Returns accounts with the same first name
    • Last Name: Returns accounts with the same last name
    • Email: Returns accounts with the same email ID
    • Mobile: Returns accounts with the same Mobile number 
  1. Click Search.
    The search returns and displays one set of duplicate accounts per page on the list. 
  2. Select the accounts that you want to merge, and then click Merge. See the below screenshot for reference.

    The page displays all the duplicate account details.
  3. Select the details that you want to retain, and then click Merge. See the below screenshot for reference.

    Note: To select all details under an account, click Select All.
    The page displays a message stating that the merge was successful.
  4. Click OK.
    The list displays the next set of duplicate accounts.
    Repeat Step 5 onwards.

Learn more: Managing Invalid Guest Accounts

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