Change ownership of your workspace
Keep your business running smoothly and continue providing seamless services to your clients after selling your business. Learn how to transition the ownership of your account.
Getting Started
Only the current account owner can transfer ownership of the workspace. Before you make the change, we recommend:
- Exporting the following details as once the transfer is complete, you will no longer have access to this information:
- Your client list
- The sales log detail report
- The 1099-K form (If you're based in the USA)
Transferring account ownership
Transfer ownership to someone outside of Fresha
If the new owner is not yet part of your business and hasn't signed up with Fresha, you can transfer ownership to them by following these steps.
To transfer ownership to someone outside of Fresha:
- Open your personal account (as a workspace owner) using your registered email address and password.
- Manage any upcoming appointments by either cancelling them or reassigning them to other team members.
- Update the following information with the new owner's details:
- Click on your profile icon, and select Settings.
- Replace your name, mobile number, and email address with the new owner's information.
- Save the changes and log out of the account.
The new owner will receive an email to set up their password, and once they log in, the account will be under their ownership.
Transfer ownership to an existing team member
If the new owner is already part of your business, you can transfer ownership to them following these steps.
To transfer ownership to an existing team member:
- Open your personal account (as a workspace owner) using your registered email address and password.
- Manage any upcoming appointments by either cancelling them or reassigning them to other team members.
- Update the following information with the new owner's details:
- Use our contact form to submit an Ownership change request and provide the following information:
- The current account owner's name and email address.
- The new account owner's name and email address.
- A request from the new owner, sent to Fresha support, accepting the account transfer.
Once we receive your request, we'll assist you in transferring the account to the new owner.
FAQs
- They already own an existing workspace. In this case, they’ll need to delete their current workspace before taking over yours as the new owner.
- They are a team member of another workspace. If so, they’ll need to leave that workspace before taking over yours as the new owner.
For security reasons, we do not recommend sharing the owner's login details with anyone.
There are two possible reasons why this might be happening:
No, clients will not receive notifications about the ownership change. However, manual updates to appointments might trigger notifications.
They should check their spam or junk folder. If the email is not there, advise them to use the "Forgot my password" link to resend a new email and set up their password.
Currently, only one person can be the official account owner. If there are multiple owners, each can have a high permission login that lets them do almost everything the owner can, except change who the account owner is.
No, past appointments and sales records remain unchanged and are not affected by the ownership change.
