Reassign Account Ownership - Web Version

Hover over Settings, then Employees, and then click Employee Profiles.

Find the Account Owner's profile, click the Action menu (3 horizontal dots), and then click Reassign.

Click Reassign Account Ownership, and then click Continue.

Enter the account owner's password and click Login to continue.

A popup screen confirms that you entered the correct password.

Click Continue on the Reassign Account Ownership screen, which reminds you that the new owner will be required to provide credit card info.

Select the New Owner and Access Level, and then click Continue.

Click Add Employee if you want to assign the ownership to a new person.

Enter the Credit Card Information, including the billing address, of the new owner and click Continue.

Note

A billing Address is required when entering credit card information. Start typing in the address, and the system will offer verified address suggestions to select from.

Select a credit card processing option:

1. No Credit Card Processing

   The new owner will not be able to accept credit card payments until they sign up for Vagaro Merchant Services after the transfer. If you click Continue with this selected, you'll jump to the final transfer acceptance screen.

2. Card Reader Present Processing

   Click Continue with this option selected to have the new owner set up Vagaro Merchant Services right away or use their existing VMS account with their new business. If they don't already have VMS, click Continue again on the warning screen, and the new owner can set up their VMS account.

   

Click Current Configuration to view how the current owner's account is set up.

Click Reassign Ownership once you have reviewed the Reassign Account Ownership summary. Click Reassign Ownership once you have read the message confirming the transfer.

Find the account owner on the Employee Profiles page. Click the Action menu (3 horizontal dots) and then click Reassign.

Click Reassign Calendar. Select an employee and click Save.

You could add a new employee to use for the reassignment by clicking Add Employee.

The account owner has been reassigned! Click OK in the confirmation pop-up screen.