Merge Pet Owner Accounts: Consolidate and Simplify!

RunLoyal Support

Created Dec 23, 2023

Merge Pet Owner Accounts: Consolidate and Simplify!

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RunLoyal - All-In-One software to run your pet business

0 Steps

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Go to your RunLoyal staff portal on a Google Chrome browser. **All settings-related items must be updated while on a desktop or laptop.

0 Steps

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Merge Pet Owners- Allows users to merge Pet Owner accounts.This feature allows them to consolidate multiple accounts or profiles, providing a more streamlined and convenient experience on the platform. Consolidating owner accounts carries inherent risks, and once completed, the action is irreversible.

2 Steps
1

Click on "Pet Owners"

Click on "Pet Owners"
2

Click on "Merge Pet Owner"

Click on "Merge Pet Owner"

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Identifying Pet Owners to Merge

2 Steps
3

Type the name of the first pet owner you want to merge into the designated field.

Type the name of the first pet owner you want to merge into the designated field.
4

Type the name of the second pet owner you want to merge into the designated field.

Type the name of the second pet owner you want to merge into the designated field.

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Reviewing Associated Pets

1 Step
5

A list of pets associated with both pet owners will be displayed.

A list of pets associated with both pet owners will be displayed.

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Selecting Profile Data to Merge

3 Steps
6

Check the box for "Pet Owner Credits" to include those credits in the merged profile.

Check the box for "Pet Owner Credits" to include those credits in the merged profile.
7

Choose the preferred pet owner's name, email address, and phone number from the available options to create a consolidated profile

Choose the preferred pet owner's name, email address, and phone number from the available options to create a consolidated profile
8

Check the boxes for "Appointments," "Packages," and "Memberships" to merge those items as well.

Check the boxes for "Appointments," "Packages," and "Memberships" to merge those items as well.

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Confirming the Merge

3 Steps
9

Click on the "Merge Pet Owners" button.

Click on the "Merge Pet Owners" button.
10

Type "Confirm" to proceed.

Type "Confirm" to proceed.
11

Click on "Yes, Continue" to finalize the merge.

Click on "Yes, Continue" to finalize the merge.

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Viewing the Merged Profile

3 Steps
12

The newly merged pet owner profile will be displayed, containing:Pet owner's nameEmail addressAddressPetsAppointments

The newly merged pet owner profile will be displayed, containing: Pet owner's name Email address Address Pets Appointments
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You can also see the merged invoices

You can also see the merged invoices
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Furthermore, all memberships, packages, and credits are consolidated under the new profile.

Furthermore, all memberships, packages, and credits are consolidated under the new profile.
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