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.