Smoothly change your Fresha account ownership after selling your business, ensuring uninterrupted service to your clients.
In this guide, we’ll cover:
- Getting started
- Transfer ownership to a new Fresha team member
- Transfer ownership to an existing team member
Getting started
Only the current account owner can transfer ownership of the account. As the current owner, you can transfer the account to a new Fresha team member or an existing team member.
Transfer ownership to a new Fresha team member
If the new owner is not currently part of your organisation and has not yet signed up with Fresha, you can transfer account ownership to them by:
- Logging in to your Fresha account as the owner, using your registered email address and password. For security reasons, we do not recommend sharing the owner's login details with anyone.
- If you have upcoming appointments, go to Appointments to cancel or reassign them to other team members.
- If you signed up for any of our paid features, make sure to update Billing details, Payment methods, and Bank account information with the new owner's details for future payouts. We recommend doing this step with the new owner so that they can enter their details.
- Click on your avatar icon, and select Settings, to replace your name, mobile number, and email address with the new owner's information.
- Save the changes and log out of the account.
- The new owner will receive an email to set up their password, and once they log in, the account will be under their ownership.
NOTE:
- If the new team member is not currently part of your business but they own a Fresha workspace, they must delete their existing workspace before taking over yours as the new owner.
- If the new team member is not currently part of your business but they are already part of another workspace using Fresha, they must leave that workspace before taking over yours as the new owner.
- If the new owner can't find the email invite, they should check their junk/spam folder or use the Forgot my password link.
Transfer ownership to an existing team member
If the new account owner is currently part of your organisation, follow the steps to transfer your account ownership under their name:
- Before contacting Fresha, log in to your Fresha account as the owner, using your registered email address and password. For security reasons, we do not recommend sharing the owner's login details with anyone.
- If you have upcoming appointments, go to Appointments to cancel or reassign them to other team members.
- If you signed up for any of our paid features, update Billing details, Payment methods, and Bank account information with the new owner's details for future payouts. We recommend doing this step with the new owner so that they can enter their details. We recommend doing this step with the new owner so that they can enter their details.
- Use the contact form to submit an Ownership change request and provide the following information:
- Current account owner's name and email address. - A request from the current owner via our Contact us form requesting the account transfer. - New account owner's name and email address. - A request from the new owner via our Contact us form accepting the account transfer. - Once we receive your request, we'll assist you in transferring the account to the new owner.
TOP TIP: Before transferring your account to a new owner, make sure you’ve exported your client list, sales log detail report, and your 1099-K form (applies for the USA only). Once the account has been transferred to a new owner, you will no longer be able to access any information.
FAQs
Q. What happens to my upcoming appointments when I change ownership?
Upcoming appointments need to be manually rescheduled or cancelled by the current owner.
Q. Will clients be notified about the ownership change?
No, clients will not receive notifications about the ownership change. However, manual updates to appointments might trigger notifications.
Q. What if the new owner does not receive the password setup email?
They should check their spam/junk folder. Use the Forgot my password link on the Fresha login page if the email is not there. They should check their spam/junk folder. If the email is not there, advise them to use the Forgot my password link to resend a new email and set up their password.
Q. Can you have multiple account owners?
Currently, the system allows only one individual to be designated as the account owner. If there are multiple owners, you can create a login for each with high permissions which will allow them to perform similar actions as the owner, except that they cannot change the current account owner themselves. For security reasons, we do not recommend sharing the owner's login details with anyone.
Q. Are past appointments and sales records affected by the ownership change?
No, past appointments and sales records remain unchanged and are not affected by the ownership change.