Transferring Ownership of your Account

Selling your business to another person? You can easily transfer the ownership of your Occasion account so the new owner can begin to use it with no issues.

Here is a handy checklist to follow:

For the current (old) account owner

  1. Change your account owner email: This is the email address that owns your business account. Go to the My Account page Settings to verify that the email address on file is correct, if not change the account owner's email address
  2. Update Occasion billing Information: To update your subscription information for Occasion billing, please email help@getoccasion.com. We will send you a link that you can use to enter the new account owner's information.

For the new account owner

  1. Change your payment gateway: Unless you will continue using the old account owner's payment processing account, you will need to change the payment gateway. This is done from the Settings > Payment Gateway. You can connect your new gateway easily to Occasion.
  2. Set-up your team: Make sure to verify that all team members who have access to your account are going to be part of your team. If you wish to make changes to it, then you can remove access or add new team members as well.