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
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)
Accounting software including Xero and MYOB
OTA connections - you will need to transfer ownership or disconnect it from the channel manager
Data
The billing account holder controls access to the data
NOTE: 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. This is because the cards stored in Preno are stored in Preno using the Stripe/Windcave account that the cards came in via.
The smoothest transfer, if possible, is to have the Stripe/Windcave account has been 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 (only possible for Preno AIO customers).
New owner
Account setup
Create a user account in Preno and add team members to the account
Remove old users
Help article: Add and manage users in Preno
Payment details
Log into Preno to update the credit card details by going to Home>Settings>Billing> and click on 'Open Billing Portal'
Help article: Update credit card details for your subscription
Integrations
Connect to new integrations
Payment gateways bank accounts (Stripe, Windcave)
Accounting - Xero or MYOB
OTA connections - contact the old owner to discuss the transfer of OTA accounts and updating the bank details
Training
Check out our comprehensive online training videos here to understand the core features of Preno!
Data
The billing account holder controls access to the data