Billing & Account

How to Transfer Account to a New Owner

Transfer your Local Business Pro account when changing owners. Update name, email, and password for the new user.

intermediate 4 min read account transfer ownership new-owner
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Quick Answer: Update the name, change the email to the new owner's address (they verify it), then have them change the password. The account transfers without losing data.

Step-by-Step Transfer

  1. Log in as the current owner
  2. Navigate to Account > Account Info
  3. Update the First Name and Last Name
  4. Click Change Email and enter the new owner's email
  5. Have the new owner verify their email
  6. New owner logs in and changes the password
  7. Update payment information in Billing if needed

Important Considerations

  • All data transfers - Contacts, jobs, history remain
  • Update payment - New owner should add their own card
  • Remove old cards - Previous owner's payment info should be deleted
  • Team members - Review team access after transfer

Frequently Asked Questions

Q: Do I lose any data when transferring?
A: No, all business data, contacts, and history remain intact.

Q: Can the previous owner still access the account?
A: Not after the email and password are changed.