Duplicate customer records happen — someone places an order by phone, then orders online with a different email, and you’ve got two profiles for the same person. Merging combines them into one record so order history, loyalty points, and credit balances are all in one place.Documentation Index
Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
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This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
When to merge
- The same customer has two profiles with different contact details.
- Two records have similar names but different spellings (Mr Smith vs Mr. Smith).
- A phone order created a guest record that should have been linked to an existing customer.
How merging works
Open the keeper customer
Find the profile you want to keep — usually the one with the more accurate contact details or the longer order history.
Pick the records to merge in
Search for the duplicate(s) you want to fold in. You can merge multiple duplicates into the keeper in one go.
Review the preview
The system shows you exactly what will move across — orders, transactions, loyalty points, credit balance, marketing preferences, and any account billing relationships.
What gets moved
- All orders, transactions, and invoices attach to the keeper.
- Loyalty balance (points or stamps) is summed across all merged profiles.
- Credit balance is summed.
- Account billing relationships (corporate sub-customers) are reassigned to the keeper.
- Marketing preferences follow the keeper’s settings.
- Notes from each merged profile are appended to the keeper’s notes.
Common questions
Can I merge a customer into itself?
Can I merge a customer into itself?
No. The system blocks self-merges to prevent accidents.
What about email subscriptions?
What about email subscriptions?
The keeper’s marketing preferences win. If the duplicate had unsubscribed and the keeper hadn’t, you’ll need to re-confirm the customer’s preference if you want to keep them on the list.
How do I find duplicates in the first place?
How do I find duplicates in the first place?
Search by phone number — duplicates often share the same phone but different emails. The customer list also has a sort-by-name option that surfaces near-matches.
What’s next?
Customers
The customer record overview.
Customer delete
GDPR right-to-be-forgotten flow.