From time to time, client bookings may be split over two accounts instead of appearing on a single account.
This may apply to cases where multiple appointments or retail items are sold for the same client or a group booking which needs to reflect on a single account for invoicing purposes.
E.g: A father and son make a booking (under their own names) and one of them pays for both bookings.
In these events, you can merge several accounts to a single account, to make things easier, when it comes to capturing payments, reviewing a client’s invoice history and sending out comprehensive invoices to the client.
By merging accounts, you ensure that the appointments, payments, and retail sales are all put under a single account.
To merge accounts, click on ‘Invoicing->Accounts’:
Search for the client’s account by name or by account ID:
Copy the AccountID of the account you would like to transfer TO:
Go back to the accounts screen and click on the account you would like to transfer:
On the right-hand side of the screen, click on 'Transfer Account'. In the window that appears, type in, or paste the account ID for the account that you are transferring to:
Make sure to verify the account ID before finalizing the operation to prevent merging errors.
This transfers the contents of the account to the account you input. This allows you to log a single payment for both appointments but still keep track of the individual client history.
How to Reopen a Closed Account and Merge it with Another Account in SalonBridge
If you need to merge two accounts in SalonBridge and one of them is closed, the process involves first reopening the closed account, then proceeding to transfer or merge it with the other account. Below is a step-by-step guide to successfully complete this procedure:
Step 1: Reopening a Closed Account
Log in to your SalonBridge account.
Navigate to the list of accounts and locate the closed account you wish to merge.
Select the closed account to view its details.
In the account menu on the right-hand side, click on the 'Reopen Account' option.
Once the account is reopened, you can proceed to perform the transfer or merge operation.
Step 2: Transferring the Reopened Account
Open the source account (the previously closed account that was reopened) in SalonBridge.
In the account menu, click on the 'Transfer Account' option.
Enter the ID of the target account with which you intend to merge the source account. Replace specific IDs with placeholders, e.g.,
<Source Account>and<Target Account>to avoid confusion.
Ensure you double-check the account ID before confirming the transfer to avoid errors.
Tips and Troubleshooting
If you’re unable to find the 'Reopen Account' option, double-check that you have administrative privileges or contact SalonBridge support.
For situations involving multiple account merges, complete each merge sequentially to avoid conflicts or system errors.
Following these steps will help you effectively manage and consolidate your accounts in SalonBridge.