Why This Matters to Your Studio
We all know duplicate contacts can pop up from registrations, trials, or parents using different emails. Now, when you merge those duplicates, you’ll have full control over past payments and can ensure nothing gets missed. That means fewer headaches, better bookkeeping, and happier families!
What You Can Do Now
- When merging two contacts, you’ll see a clear summary of payment records for each profile
- Choose which payment records to keep, combine, or archive
- Confirm the merge, confident all payment info is accurate and up-to-date
Real-Life Example
Let’s say “Sarah O.” registers with one email last season, and uses a different one this year. When you merge her two profiles, you’ll see both sets of payment history. You can keep all her class payments together—no lost invoices, no confusion for you or Sarah!
Need Help?
We’re here for you! If you have any questions about merging contacts or managing payments, just reach out to Enrollio support or browse our step-by-step guides on Enrollio Campus. We love helping studios thrive!