Sometimes, duplicate or redundant member profiles may appear in your OfficeRnD Flex system. The merge functionality allows you to consolidate two member records into one, ensuring that important data, such as memberships, invoices, passes, and bookings, is preserved under a single profile. This is useful when a member is accidentally created more than once or when historical data needs to be preserved during profile clean-up.
By the end of the article, you will be able to safely merge two members, understand what data will be transferred, and recognize the limitations and risks involved in the process.
Before merging Members
Before merging two Members, please consider the following:
Merging Members cannot be undone.
The merged Member will inherit data, including memberships, Fees, billing documents (such as Invoices, Credit Notes, and Payments), Bookings, Credits, Passes, Opportunities, and Attachments.
Information about the parent Company of the Member being merged will be disregarded (when there's a mismatch).
Only admins with "Merge Member" permissions can complete this action.
System team Members cannot be merged.
Merge Members
The functionality is similar to Merge Companies, which you can read more about here. To merge Members, follow these steps:
Go to
Operations > Members.Click the target Member: this is the Member you want to keep as the primary Member.
Click the cogwheel icon
and select Merge.
In the Merge dialog, open Member and select the Member you want to merge into the target Member.
Click Merge.
FAQ: Merging members in OfficeRnD Flex
What happens when I merge two members?
What happens when I merge two members?
The target member will inherit the original member's memberships, fees, invoices, credit notes, payments, bookings, credits, passes, opportunities, and attachments. The original member will be removed.
Can I undo a member merge?
Can I undo a member merge?
No. Merging members is a permanent action and cannot be undone. Proceed only after confirming that all data is correct.
Can I merge members with different parent companies?
Can I merge members with different parent companies?
Yes, but note that the parent company of the original member will be disregarded. Only the company of the target member will be retained.
Who can merge members in OfficeRnD Flex?
Who can merge members in OfficeRnD Flex?
Only teammates with the "Merge Member" permission can access and use the merge function.