Merge duplicate passengers
Merge two copies of the same passenger from the Passengers page with the Merge passengers button, which keeps one profile, archives the duplicate, and moves its trips and billing history to the kept profile.
Duplicates happen — the same person gets entered twice with a slightly different name or phone number. Merging fixes this: one profile stays active, the duplicate is archived, and all of the duplicate's trips, invoices, and history move to the profile you keep.
Open the Passengers page and click Merge passengers. The "Merge Duplicate Passengers" window opens.
Under Find the duplicate records, search by part of a name, phone number, email, date of birth, or external ID, then click Search. Matching profiles appear with their contact details, and each result shows which fields match (for example: "Matching fields: first name, date of birth").
Under Choose what happens, pick the two profiles. On the profile you want to keep, click Keep this profile. On the copy you want to remove, click Archive as duplicate. If one profile has more complete details or a photo, keep that one.
Click Review merge impact. The preview shows the profile kept active, the duplicate to be archived, why the two look related, and exactly which records will move — trips, invoices, billing charges, recurring trip series, facility assignments, and more, each with a count. Read any warnings shown in the yellow box.
When the preview looks right, click Merge duplicate. You are taken straight to the kept passenger's page.
A few things to know:
- The duplicate is archived, not deleted, but everything attached to it moves to the kept profile.
- The kept profile's existing details are never overwritten. If the kept profile is missing something the duplicate has — a phone number, email, or date of birth, for example — the merge fills in that blank for you.
- There is no undo button for a merge, so use Review merge impact every time and check the counts before confirming.
Make sure they are really the same person
Two passengers with the same name can be different people — a parent and child, for example. Check the date of birth and phone number in the search results before merging.
What next? Add a passenger.
Connect a facility
A facility is a place like a nursing home or dialysis center that you bill for trips; add one from the Facilities page with Add facility, and its payment terms set the due date on its invoices.
How billing works
Facilities receive invoices on payment terms, self-pay passengers pay per trip through a payment link, and everything lands on one Billing page.