Update customer account records after internal admin move

Your client moves leave unmerged balances and session history, causing booking and billing confusion. Keep accounts merged and balances reconciled so front-desk staff can serve customers same day.

Overview

When an admin moves a client between accounts, unmerged balances and session history disrupt same-day bookings and billing; this workflow automatically merges balances, updates expirations, and records notes. Front-desk and owners get accurate account status within minutes so customers are served without payment confusion.