If you have a customer or member that has accidentally created an extra account with your site, we have an easy way to rectify this! ✨
First off, we recommend keeping the account active that is part of a community plan or payment plan. There isn't a way to manually add someone back into a paid subscription or resume where they left off in their payment plan, so double checking this will prevent heartache!
If neither of their accounts have these, then just pick based off of what email account the customer wants to keep!
Example: I signed up for community.podia.com with example@gmail.com and example@podia.com.
I have purchased one product under the gmail.com address and a community plan under the @podia.com address, but just want to use [email protected] for access to both the plan & the product.
How to consolidate products and plans on a single account
Manually add the customer or member to any products they purchased under the 'old' or 'incorrect' email account to the new email account they would like to use moving forward.
In the example above, we will remove [email protected]'s product access, and manually invite [email protected] to that product instead. So now, [email protected] has access to those two products and the plan they subscribed to.
Once all products have been added to the account the customer or member wants to keep, you can delete the old one if you like!
Before deleting...
The invoices for the individual purchases associated with the deleted account will stay in your Sales records. However, the personal information for the account will be scrambled. If you need that for tax reasons, we recommend keeping the old account intact after you finish the process above.
If your customer or member wants a copy of all of their invoices we recommend telling them to login to the account you are going to delete and downloading them directly.
Note: If the email they don't want to use is associated with a community or payment plan, don't worry! You can change the email on that account by editing the account information once you delete the one that was already using it.