Duplicate records & merging
Two records, one person — fold them together safely, with an audit trail.
Walk-ins get typed in twice. Someone books online with the email you already had on file under a nickname. It happens everywhere; Aced gives you a safe way to fix it.
Where it lives
Open the customer's profile. When another record at your business shares their email, phone, or name, a Possible duplicates card appears with the match reason. Pick the record that should survive, open the duplicate's suggestion, and confirm the merge.
What moves
Everything: sales history, bookings, rounds and scoring history, loyalty (balances add together, transaction history is kept), saved cards, event registrations, memberships. The duplicate disappears and a full snapshot of it is kept in an audit log.
What it refuses (on purpose)
- Records at two different businesses — never merged, by design.
- Records linked to two different logins — that's two different people.
- Two records that both carry a house-account balance — settle one first; Aced never invents or destroys money.
- Two scorecards in the same round — delete one card first.
Merging can't be undone, so the confirm step is deliberate. When in doubt, check the last-activity dates — the record with the login attached is usually the survivor.