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FAQ: What to do when handing over your Bookwhen account

Learn which steps you need to take when someone is taking over your business Bookwhen account

Anni avatar
Written by Anni
Updated over 3 weeks ago

Steps to hand over your account

  1. Temporarily take your public page offline
    This prevents any bookings or payments during the transition period.

  2. Remove your payment options
    For instance, you can remove any bank details from your 'Offline' term settings or disable your payment provider (Stripe, PayPal or WorldPay).

    • Please note: Switching to a different payment gateway from Stripe will break the connection for any memberships. Existing offers will not sync to the new account, and you will not be able to manage them.

  3. Add the new owner as a team member
    Open the Team page, add the new owner, and then remove your details. If you've reached the team member capacity for your plan, please reach out to support via live chat or email.

  4. Update contact, billing, and payment details
    The new owner will need to update their contact details, billing details, and Stripe payment details.

    To update the Stripe Email Address:

    • The new admin should log in and update the card details.

    • After updating the card details, contact support to provide the new email address you'd like to use for Stripe.

    • We’ll update the email address in Stripe to reflect the new admin's details.

  5. Export any data you'd like to retain
    The new owner will have access to all your booking information, including customer details. Once you've removed yourself from the account, you can no longer access this data, so please ensure you export any necessary data beforehand.

⚠️ Please note: Worldpay is no longer available for new sign-ups. If you're a new customer, please use PayPal or Stripe instead.


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