The outgoing and incoming owners of a Sirvoy account should follow this step-by-step guide for a secure handover.

Outgoing Owner

1. Third-Party Services

• Log in to connected booking channels, follow their ownership change policies, and update account details for the new owner.
• For Sirvoy Vault, add a device accessible by the new owner and delete others: Settings -> Financials -> Sirvoy Vault
• Disable auto-refill: Settings -> Sirvoy account -> Account Balance -> Auto-Refill
• Remove saved card details: Settings -> Sirvoy account -> Refill now and click the delete icon next to the credit card.

2. Financial

• Remove your banking info: Settings -> Financials -> Invoice module
• To disconnect the payment provider (Stripe/Paypal), go to Settings -> Financials -> Card Payments -> Provider. Note: Disconnecting will delete stored credit cards.
  •  Alternatively, transfer account ownership by contacting your payment provider.

3. Sirvoy Account

• Update contact details: Settings -> Sirvoy account -> Contact details
• Export past transactions: Settings -> Sirvoy account -> Export
• Change the main admin user profile to the incoming owner’s details.
• Delete unnecessary users: Settings -> Users
• Give the password to the new owner or create a new one: User Profile -> Password

Incoming Owner

1. Security

• Immediately change the password: User Profile -> Password

2. Account Information

• Review the main administrator information in the User Profile
• Verify the accuracy of account details: Settings -> Sirvoy account -> Contact details
• Delete unnecessary users: Settings -> Users

3. Financial

• Update banking information: Settings -> Financials -> Invoice module
• Review Sirvoy Payment types: Settings -> Sirvoy account -> Account Balance

4. Additional Assistance

Reach out to Sirvoy for a settings and feature overview! We’re here to assist you in learning the system and getting you up and running smoothly.