How to transfer or merge customers' accounts
If a customer has two accounts, the business can easily merge them into the Kangaroo business portal.
Both sets of information on the account (email/phone number) are needed.
Follow the below steps:
- Log into the Kangaroo Business Portal.
- Go to the Customers section.
- Search for the customer using their phone number, and email address.
- Click on the Blue Eye icon User Details button on the right.
- Click on the 3 dots points, to transfer the account of the user
- Click on Transfer Account & Enter the other account information.
- Click transfer and choose from the options below.