When a new owner takes over a property we suggest they inherit the existing Preno account with all historical and future bookings for a seamless transition.
There are a number of things to complete to ensure a smooth handover. See the checklist below:
Current owner
Prior to settlement date:
Account setup
Let us know about the change in ownership and share the contact details of the new property owner
Ideally, the existing Preno account is transferred to the new owners. If there is an issue with this, please let us know.
Please note we require a minimum of 2 weeks notice to ensure a smooth transition.
Integrations
OTA connections - contact your OTAs to transfer the OTA accounts to the new owners.
Payment gateways
If the current owner uses Stripe/Windcave and has encrypted credit card details, the new owner will not be able to access these unless the Stripe/Windcave account has been transferred to the new owner. If possible, have the Stripe/Windcave account transferred to the new owner.
If the Stripe/Windcave account cannot be transferred to the new owner, please let Preno know, we'll ask our team to repush the CC details so they are accessible. This is only possible for customers who use Preno as their channel manager and only valid for website and OTA bookings. Direct booking card details cannot be repushed.
On Settlement date:
Billing and data
The billing account holder controls access to the data. Ensure that this is updated with the new owner's contact details and credit card so you are not charged for ongoing Preno subscription costs.
Integrations
Remove connected accounts linked with Preno
Payment gateways (Stripe, Windcave)
Accounting software including Xero and MYOB
Any other connected integrations eg. Lightspeed, RoomPriceGenie, etc.
New owner
Prior to settlement date:
Account access
Have current owner add you (and any other team members) as users in the existing Preno account. If there is an issue with this, please let us know.
Integrations
OTA connections - ensure that existing owner contacts the OTAs to initiate the change of ownership process to you.
Set up accounts that you want to connect to Preno
Accounting - Xero or MYOB
Any other apps eg. Lightspeed, RoomPriceGenie, etc.
Payment gateways
If the current owner uses Stripe/Windcave and has encrypted credit card details, the new owner will not be able to access these unless the Stripe/Windcave account has been transferred to the new owner. If possible, have the Stripe/Windcave account transferred to the new owner.
If the Stripe/Windcave account cannot be transferred to the new owner, please let Preno know, we'll ask our team to repush the CC details so they are accessible. This is only possible for customers who use Preno as their channel manager and only valid for website and OTA bookings. Direct booking card details cannot be repushed.
Training
Check out our comprehensive online training videos here to understand the core features of Preno!
Book a training session with one of our team if you need further training.
On Settlement date:
Billing and data
Log into Preno to update the credit card details by going to Home > Settings > Billing > and click on 'Open Billing Portal' > Update your details
Help article: Update credit card details for your subscription
The billing account holder controls access to the data. Ensure that this is updated with the your contact details and credit card so you do not lose access to the account.
Integrations
Connect to new integrations
Payment gateways bank accounts (Stripe, Windcave)
Accounting - Xero or MYOB
Any other apps eg. Lightspeed, RoomPriceGenie, etc.
OTA connections
For Booking.com and Expedia accounts, once the change of ownership is successful, you will be disconnected from your channel manager and you will need to request a connection again.
Account access
Remove old users
Help article: Add and manage users in Preno