Sometimes the same person ends up in your list twice, like Ruth Simmons and Ruth Simmonds. Merge them so all their rides and invoices are in one place.
Steps
In the menu on the left, under Operations, select Passengers.
At the top right of the list, select Merge. Find the duplicates opens.
Type a name, phone number or email, and select Search. Use something both profiles share, like the phone number, so both show up.
Select the two profiles that are the same person, then select Next. Check the phone, email and date of birth under each name first. Two different people can share a name.
On Which profile should stay?, select the one to keep, usually the one with more details. It shows Keeping, and the other shows Archiving. Then select Next.
On Review and merge, check what moves to the kept profile, like “3 trips · 1 invoice”. Read any warning in the yellow box.
Select Merge profiles. You’ll see “Merged into Ruth Simmons.” and the kept profile opens.
Good to know
- Nothing is lost. Trips, invoices, billing, driver rules, labels and history move to the profile you keep. The other profile is archived, not deleted.
- The kept profile’s details stay. Where it’s missing something the other one has, like a phone number or date of birth, the merge fills it in.
- One facility. If the two profiles are linked to different facilities, the kept profile’s facility stays.
- There’s no undo. Check Review and merge before you select Merge profiles.
If something looks wrong
| What you see | What to do |
|---|---|
| Only one of the two shows up | Search for something both share, like the phone number or the last name. |
| “Archived passengers cannot be selected as the survivor.” | Select Back and keep the active profile instead. |
| “One of these passengers has already been merged into another passenger.” | That profile was merged before. Search again and pick the active one. |
| There is no Merge button | Your role can only view passengers. Ask your owner or an admin. |