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Member ManagementMerge a duplicate

Merge a duplicate

Web Owner · Admin

How duplicates happen

Usually one of these:

  • Someone registered for a public event with one email, then joined with another
  • They used the app before joining and signed up again at the desk
  • A CSV import used a different email than their signup

Fixing it

When Avex detects a likely duplicate — a lead that matches an existing member — a merge banner appears on the member record. One click merges them.

The lead’s history folds into the member record. The member’s status, subscription, and payment details are preserved.

What survives a merge

KeptFrom
Status, subscription, payment methodsThe member record
Check-in historyBoth, combined
Workout logs and liftsBoth, combined
Signed documentsBoth
Notes and source attributionBoth
CRM contact linkConsolidated to one

If no banner appears

Some duplicates don’t auto-detect — different email, different phone, different spelling. Contact support with both records and they can merge manually.

Preventing them

  • Ask for email at every touchpoint — event registration, walk-in, trial signup
  • Search before adding. Avex checks for an existing email when you add someone, but only catches exact matches.
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