When a new owner takes over a property they will inherit the existing Preno account with all historical and future bookings. There are a number of things to complete to ensure a smooth handover. See the checklist below:

Current owner

Account setup

  • Let us know about the change in ownership and share the contact details of the new property owner so we can add them to the account

Integrations

  • Remove connected accounts and bank accounts linked with payment gateways (Stripe, Windcave, Braintree) or accounting software including Xero and MYOB

New owner

Account setup

  • Create a user account in Preno and add team members to the account
  • Preno will remove old account users
  • Help article: Add and manage users in Preno

Payment details

Integrations

  • Update any accounts integrated with Preno
  • This includes payment gateways bank accounts (Stripe, Windcave, Braintree), Xero, MYOB

Training


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