How to delete, restore or merge customers.
Deleting hides a customer but keeps their orders, payments and bookings in reports. Merging moves a deleted duplicate history into the profile you keep.
- Who it is for
- Owners, admins and managers
- Plan
- Every plan (Basic, Advance and Team)
Delete a customer
- Open the customer and the more menu (More actions).
- Choose Delete customer.
- Type a Reason. It is required and kept with the record.
- Click Delete customer. The message that appears gives the address of the trash page.
Restore or merge from the trash
- Open the Customer trash page from the address in the delete message.
- Click Restore to bring the customer back to the list, the coach roster and the member portal.
- To merge a duplicate, click Merge on its row and paste the profile address or ID of the customer you keep into Active customer ID.
- Under Email, choose Keep active profile email or Use deleted profile email, then click Merge customer.
What your customers see
- A deleted customer disappears from the POS, the customer list and the member portal. A merged customer history shows on the profile you kept.
Common problems
- Restore and Merge are greyed out.
- The original record no longer exists, so it cannot be restored or merged.
- Should I delete a member who stopped coming?
- Usually not. Switch off Active in Edit instead, so their history stays in the list.
Related guides
- How to edit a customer profile and keep notes
- How to handle customer data export and deletion requests
- Customers and members
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.