The Merge Accounts feature is used when a customer has inadvertently created multiple accounts and needs their information consolidated into a single account.
When to Merge Accounts
Duplicate accounts are commonly created for several reasons, including:
- A customer registers with a different email address than they used previously.
- A parent creates a new account instead of signing into their existing account.
- A customer initially registers as a Coach/Volunteer and later creates a separate Parent account.
- A customer has separate accounts containing different family members that should all be managed under one login.
- A player or parent appears disconnected because the family was created under multiple accounts.
Merging accounts combines the customer information into one account while preserving the appropriate family relationships and enrollment history.
Step 1: Identify the Accounts
- Navigate to Customers > Account Management > Search.
- Click Merge Accounts.
- Search for the From account (the account that will be merged) and click the select icon.
- Search for the To account (the account that will remain after the merge) and click the select icon.
Tip: In most cases, the To account should be the account the customer intends to continue using, typically the one with the correct email address or the most recent login.
Step 2: Map the Members
The Member Mapping page displays all members from both accounts.
- Match each person by selecting the corresponding member from the drop-down list.
- If a member does not already exist in the To account, select New to create that member during the merge.
- Verify all parents and players are mapped correctly before completing the merge.
Properly mapping members ensures that family relationships, enrollments, volunteer assignments, and other account data remain associated with the correct individuals after the merge.
Common Support Scenarios
Use the Merge Accounts feature when:
- A parent cannot be added to a player because they already exist as a Coach/Volunteer under another account.
- A customer reports they have "two accounts."
- Family members appear split across multiple customer accounts.
- Registration history is divided between different email addresses.
- A customer wants to manage all of their family members under a single login.
Note: Merging accounts cannot be undone, so always verify that you have selected the correct From and To accounts before completing the merge.