Consolidate duplicate customer profiles with the merge customer feature.
Note: This feature is currently only available in the Setmore web app.
Merge customer profiles (web app)💻
Start by going to the Customers tab. In the customer list, select all copies of a customer profile that you wish to merge or delete, by checking the box next to their names.
Next, in the top right, click the button with an upwards arrow titled ‘Merge Customers’.
If merging profiles, you will then choose which data from each profile will be used to create the final customer profile. Use the dropdown menus to select the data you want, then save the final profile.
