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) or accounting software including Xero and MYOB
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. The cards will be redacted.
Once they connect their own payment gateway, 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
Preno will remove old account 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>Accounts and click on 'Open Billing Portal'
Help article: Update credit card details for your subscription
Integrations
Update any accounts integrated with Preno
This includes payment gateways bank accounts (Stripe, Windcave), Xero, MYOB
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