Consolidating Subscriptions

⤷ Overview — Why you're here

You're reading this guide because you've recently migrated your subscriptions into the system, or you're looking for multiple ways to manage and consolidate membership data.

The BETA Dashboard gives you dedicated tools to handle the following scenarios:

• Merge climbers, if duplicate profiles exist

• Merge subscriptions, if one member holds multiple subscriptions with the same billing period

• Reassign entries from one subscription to another profile — for example, a Family Pass where a parent is paying for their children's passes

This guide is NOT about the management of subscriptions, only about “cleaning” up subscriptions.

Please see the dedicated subscription Expaliner linked below

› Option 1. Merge Duplicate Climbers

If the same person has been created more than once in the system — due to a data migration or a duplicate sign-up — you can merge those profiles into one. This consolidates their history, passes, and subscription data under a single climber record.

When to use this
The same member appears twice in your climber list
A climber's visit history or passes are split across two profiles
A migration brought in records that already existed in the system

1. Locate the duplicate profiles in the Vistiors’ search

2. Verify which profile is the primary record (most recent or most complete).

3. Use the merge climbers tool to combine profiles. Confirm that contact info, is the profile you wish to merge into.

› Option 2. Merge Duplicate Subscriptions

When to use this

A member has two or more subscriptions with the same billing period (e.g. two monthly memberships)

1. Open the relevant climber profile in the BETA Dashboard » Visitors

2. Review their active subscriptions and identify those with the same billing period.

3. Click the More Actions ⫶ icon » select the Merge Subscriptions option and choose which subscriptions to combine.

4. Confirm.

5. The entries and credits will be consolidated into a single subscription record.

› Option 3. Assign Entries from One Profile to Another

In some cases, one climber may be paying for the passes or entries of another.

When to use this

A parent is paying for a child's membership entries under a Family Pass
Climber A's account is paying for Climber B’s passes.

That is, the subscription is being paid by a different person from whom is benefiting from those passes.

› Option 4. The wrong climber is paying for a subscription

If the wrong climber is set as the owner of a subscription, you can transfer the entire subscription to the correct profile. This is different from reassigning entries (Option 3) — reassigning moves individual passes or visit credits across profiles, while a transfer moves the whole subscription itself, including its billing and ownership, to another climber.

When to use this:

Use this if a subscription is under the wrong climber and the entire subscription needs to sit under a different profile.

If you only need to move passes or visit credits while keeping the billing where it is, use Section 3 instead.

Transferring a subscription alters WHO is paying for that subscription.

Looking for all the options for managing subscriptions?

Take a deep dive into the Subscriptions Explainer