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Book4Time — Finding, Creating and Merging Customer Profiles

Creation date: 8/19/2026 4:09 PM    Updated: 8/19/2026 4:09 PM
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Argus IT Help Desk · Book4Time
Finding, Creating and Merging Customer Profiles
Search first. Create only if the guest truly isn't in the system.
📍 Customers → Customer search
ℹ
Every booking needs a customer profile. Search first, create only if the guest truly isn't in the system, and merge duplicates when you spot them — duplicate profiles split visit history and gift-certificate balances.
🔍  Search, create, merge
1
Open Customers → Customer search.
2
Search by first/last name, email, phone, customer group or membership number — partial entries work. Results show address, phones and email to tell similar names apart.
3
To create: click "Add new" (top right). Fill Prefix, First and Last name, Email; choose Individual or Business; leave "Allow online booking" ticked; add Home/Billing address and phones. Click Continue.
4
To merge duplicates: tick "Search and merge", search so both records appear, and follow the merge prompts to combine them.
⚠
Always search before creating
Online bookings auto-create profiles, so many guests are already in the system with an email-based record. A duplicate splits their history in two.
💡 New profiles ask for the minimum — the full profile (preferences, notes, membership, intake forms) is edited later from the profile screen (KB-31012).
🆘  Need help?
For anything you can't resolve, submit an Argus IT ticket first — include what you were doing, the screen you were on, and the exact message. Vendor support (24/7, for when IT directs you there): Book4Time / Agilysys · 1-800-487-4783 · book4timesupport@agilysys.com · support.book4time.com.
ArgusIT KB# 31011 · Tags: book4time · customer · profile · merge · duplicate
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