Use caution when converting individuals because some data will be lost; memberships, history (seasons, waivers, check-ins, suspensions), customer photo, passes, notes, tags and most profile fields. Organization customer accounts do not include those options.
Converting a Customer to Organization:
From the individual customer profile page that you would like to convert, click the "3-dot" button and then "Convert to Organization".
You will be prevented from converting customers that have family members. Click the "X's" to disconnect the family members before converting.
Click "OK" when ready.
The customer's First and Last name will now be the Organization Name.
The primary Email, primary Phone number and Address will be brought over.
A Contact name and Phone number can be added.
Uploaded Files, Payment Information and Invoices are brought over as well.
Converting an Organization to Individual Customer:
From the organization profile page that you would like to convert, click the "Options" button and then "Convert to Individual".
Click "OK" when ready.
The individual customer will need a valid last name saved. Organizations only have a forename.
Gender will be required
Address may need to be required if saving as a Participant customer type.