How to Merge Accounts

With the Exercise.com for Business member management tools, you can keep your client records clean and organized. This guide explains how to merge duplicate accounts so all user information stays accurate and up to date.

1. Click the Accounts Tab

Click the Accounts tab to open your list of client and member accounts.

2. Select the Account You Want to Merge

Select the checkbox next to each account you want to merge.

3. Click the Three-Dot Menu

Click the three-dot menu to open account options.

4. Click “Merge Accounts”

Click the “Merge Accounts” option to begin the merging process. This option only appears when more than one account is selected.

5. Choose the Primary Account

Select which account should be the primary account. All data from the other accounts will move into this one.

Note: This action is permanent. All non-primary accounts will be deleted after the merge.

6. Confirm the Merge

Click the Merge button to combine the selected accounts.

Note: When you merge accounts, the process is instant and automatically transfers all related data, including logged workouts, calendars or week plans the user is following, group memberships, assigned assessments, measurements, packages, visits, one-time purchases, subscriptions, assigned resources, and conversations.

You’ve successfully merged duplicate accounts. This helps keep your records clean and ensures each client has a single, accurate profile. To learn more, visit our guides on member management and account settings.