Merge User

Merging a User into an Existing Family

If a user creates a new family during account setup but their family already exists in Full Out, you can merge the user into the correct existing family.

Steps to Merge a User

1. Open the existing family profile

   Go to the Family Details tab of the family you want to add the user to.

2. Add the user to the family

   Click the green “+” icon next to Members.

3. Search for the user

   Enter the user’s name to locate the account you want to move.

4. Verify account setup

   Review the family and user details to ensure everything is correct after the move.

Important Notes

• Billing is family-based.

  Any existing invoices associated with the user’s previous family will not transfer to the new family.

• Deleting the old family:

  If needed, you can delete the user’s old family profile by navigating to:

  Users > Family > Search for Family > Delete

  However, a family cannot be deleted if it has invoice history or an outstanding balance.