Merging Contacts

Before you start

Pick the contact record you want to keep as the “main” contact (usually the one with the most accurate name, email, phone, and address).

Steps

1. Open the contact you want to keep

   1. Select one of the duplicate contacts.

   2. Choose the contact whose address (and general info) you want to keep as the primary record.

2. Start the merge

   1. In the contact details screen, click the gray person icon in the top-right corner.

   2. Select Merge Duplicate People.

3. Review duplicates

   1. You’ll see a list of potential duplicates on the right.

   2. If there are any contacts you don’t want to merge, click Remove next to those names.

4. Add more contacts (if needed)

   1. If you don’t see all duplicates listed, use the search box on the left to find and add additional contacts to merge.

5. Merge

   1. Once all the duplicates you want to combine are listed, click Merge in the top-right corner.

6. Confirm

   1. Confirm your selection to complete the merge.

What happens after you merge?

• The contacts are combined into the primary contact you selected in Step 1.

• All related reservations, invoices, and payments from the merged contacts will transfer to the primary contact.

Tip

If you’re unsure which record to keep, choose the contact with the most complete and up-to-date address and communication details.