No, you can't merge two member profiles in ClubRight. If someone has ended up with two profiles, keep the one that has their membership and Direct Debit, cancel any memberships on the duplicate, and then delete the duplicate. This article walks you through it.
How do I tidy up a duplicate profile?
Find the duplicate. Search the member's name in Contacts > Members. You can also ask Milo, the assistant in ClubRight, to list likely duplicates. It looks for profiles with the same email, the same mobile number, or the same name and date of birth.
Decide which profile to keep. Keep the one that has the membership and the Direct Debit.
Cancel any memberships on the duplicate.
Delete the duplicate. Open the duplicate profile, click the three dots (⋮) and select Delete member.
⚠️ Note: Only Owners can delete a member. A profile can't be deleted while it still has a membership, a payment going through, or an active Direct Debit. If something is in the way, the message tells you what needs sorting first.
Can I move a membership from one profile to another?
No, a membership can't be moved from one profile to another. That's why it's easiest to keep the profile that already has the membership.
The only related option is on joint plans (plans that allow more than one member). On these, you can add someone to the membership, or remove anyone except the lead member (the one paying).
What happens to the Direct Debit?
Direct Debit and saved card details belong to the person, not the membership. If the member set up their Direct Debit on the duplicate, it needs setting up again on the profile you're keeping.
The duplicate can't be deleted while it still has an active Direct Debit.
What happens when I delete the duplicate?
The payments, bookings, visits and notes on the deleted profile aren't wiped. ClubRight keeps them, but you won't be able to see them any more.
Personal details on the deleted profile, such as address, date of birth, phone number and email, are removed overnight.
Can I get a deleted profile back?
Yes. Contact us at help@clubright.co.uk and we can bring it back. If you get in touch within a day, everything comes back. After the overnight clear-out, only the name and history come back.
Have more questions?
Contact us at help@clubright.co.uk and we'll be happy to help.