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:
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
Remove connected accounts and bank accounts linked with payment gateways (Stripe, Windcave) or accounting software including Xero and MYOB
The billing account holder controls access to the data
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
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
Update any accounts integrated with Preno
This includes payment gateways bank accounts (Stripe, Windcave), Xero, MYOB
Check out our comprehensive online training videos here to understand the core features of Preno!
The new billing account holder controls access to the data
If the Preno account is cancelled and the new owner requests to reopen it, the previous account holder must be contacted first