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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 2 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).


    ❗ Important notes related to memberships

    Your membership setup will break if you switch to a different payment gateway from Stripe or connect a different Stripe account. Existing offers won’t sync to the new account, and neither you nor the new owner will be able to manage them.

    If your account currently includes memberships, we recommend one of the following approaches before handing over access:
    ​

    1. Option 1: Termination

      Cancel all active memberships and remove the membership offers. The new owner can then create new offers, and customers can subscribe again.
      ​

    2. Option 2: Migration

      Copy the customer data to the new Stripe account and manually recreate the subscriptions. Once complete, contact us so our technical team can confirm the memberships are linked to the correct Stripe account.

      👉 We strongly recommend reaching out to Stripe support for help with the migration.
      💡 You may also want to seek professional advice, as transferring active subscriptions between businesses can be legally complex.

  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 contact 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.

💬 Any questions or feedback? There are two ways to get in touch:

Thank you! 🕺

Related Articles
Integrating with WorldPay
Integrating with Stripe
Changing the Stripe/PayPal account integrated with your account
How to transfer franchisee territories
What to do before cancelling your Bookwhen subscription
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