Learn to merge Members accounts if a Member has created two accounts with separate emails on your site.
In this article:
Merging member accounts
Merge a Members account by:
- First, granting access to the Offer from the unwanted account to the desired account,
- Then, revoking access to the Offer from the unwanted account.
This will leave your Member with one account containing both Offers.
Step 1. Grant Access to an Offer
To merge your Members account, first grant access to the Offer in the unwanted account to the desired account:
- Open the People tab from the Dashboard.
- Then, select All People.
- Search and select the desired person from your contact list.
- Open the More Actions tab.
- Click Grant Offer.
- Select the Offer and click Save:
Step 2. Revoke access to the Offer
After granting access to the Offer, it is now time to revoke access to the Offer from the unwanted account.
Members will not receive a notification after being revoked from a Product.
It is important to keep in mind that if the Member has a recurring subscription or multi-pay Offer, revoking access will not deactivate future payments.
To deactivate future payments read How to Cancel Your Member's Subscription.
However, If you are merging a Member with two separate recurring subscriptions or multiple payments, revoking access to the Offer for one account and granting it for the other will maintain the payments in the payment processor used to purchase the Offer (i.e., Stripe or PayPal).
This allows you to maintain and manage payments for the account with the revoked Offer through your Stripe or PayPal account and contain the Members Kajabi information under one Member Profile.
Be sure to take note of the account with the revoked access and manage payments through the payment processor used to purchase the Offer.
How to revoke access:
- Open the People tab from the Dashboard.
- Select the existing, unwanted account.
- Click the Purchases tab on their People profile.
- Then, click View.
- Under Product Memberships select Revoke Access.
- Confirm the action by clicking Revoke Access in the popup:
