To reassign ownership of a Vagaro account if the current owner is retiring or selling the business to another person, follow the steps below:
Related Article: Reassign Account Ownership - Web Version
Covered in this article:
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Reassign Account Ownership (next)
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Navigate to
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Find the Account Owner's profile, tap the Action menu (3 horizontal dots), and then tap Reassign.
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Tap Reassign Account Ownership, and then tap Continue.
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Enter the account owner's password and tap Login to continue.
A pop-up screen confirms that you entered the correct password.
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Tap Continue on the Reassign Account Ownership screen, which reminds you that the new owner will be required to provide credit card info.
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Select the New Owner and Access Level, and then tap Continue.
Tap Add Employee if you want to assign the ownership to a new person.
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Enter the Credit Card Information, including the billing address, of the new owner and tap 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.
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Select a credit card processing option:
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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 tap Continue with this selected, you'll jump to the final transfer acceptance screen.
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Card Reader Present Processing
Tap 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, tap Continue again on the warning screen, and the new owner can set up their VMS account.
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Tap Current Configuration to view how the current owner's account is set up.
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Tap Reassign Ownership once you have reviewed the Reassign Account Ownership summary. Tap Reassign Ownership to finish.
Follow the steps below to reassign the account owner's calendar to another employee or to a new person. Remember, you can only reassign a calendar to an employee who does NOT have hours or services.
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Find the account owner on the Employee Profiles page. Tap the Action menu (3 horizontal dots) and then tap Reassign.
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Tap Reassign Calendar. Select an employee and tap Save.
You could add a new employee to use for the reassignment by tapping Add Employee.
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The account owner has been reassigned! Tap OK on the confirmation pop-up screen.
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