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Overview

Merging Guests

Link guest records to member accounts

What is Merging?

Merging links a guest record to a member's user account. This is useful when someone who was tracked as a guest has now signed up as a member.

When to Merge

Merge a guest when:

  • A guest has signed up and become a member
  • You want their payment history under their member profile
  • You have duplicate records for the same person

How to Merge

Step 1: Open the Guest Detail Page

  • Go to Guests in the Finance section
  • Click on the guest you want to merge

    • Step 2: Access Merge Option

  • Click the three dots menu (⋮) button in the header
  • Select Merge with Member

    • Step 3: Search for the Member

  • In the dialog, type the member's name or email
  • Search requires at least 2 characters
  • Select the matching member from the list

    • Step 4: Confirm the Merge

  • Review the warning - this action cannot be undone
  • Verify you've selected the correct member
  • Click Merge Guest

    • What Happens After Merging

    Payment History

    • All guest payments are now associated with the member
    • Payment history appears on the member's profile
    • Original payment dates and amounts are preserved

    Guest Record

    • Guest record is preserved with a Merged badge
    • Shows which member they were merged with
    • Guest is still visible in the guest list
    • Cannot be merged again

    Member Profile

    • Member now has access to their full payment history
    • Includes payments made before they had an account

    Important Warnings

    Merging is Permanent

    Once merged, the guest-member link cannot be removed. Double-check you're selecting the correct member before confirming.

    Already Merged Guests

    If a guest shows a Merged badge:

    • They're already linked to a member
    • The Merge with Member option won't appear
    • You can view which member they're linked to on their detail page

    Guest Must Not Be Merged

    Only guests that haven't been merged can be merged. If you need to change which member a guest is linked to, contact support.

    Troubleshooting

    Can't Find the Member

    • Make sure the person has a member account
    • Try searching by email instead of name
    • Check if they're listed under a different name

    Merge Option Not Available

    • The guest may already be merged
    • Check for the Merged badge on the guest detail page

    Wrong Member Selected

    • Merging cannot be undone through the interface
    • Contact your administrator or support for assistance

    Related Topics

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