If your store is changing ownership, follow the steps below to ensure a smooth transfer. One of the key advantages of transferring ownership is that this process allows you to retain all orders, products, and customer data.
🪄 Tip: We recommend purchasing Onboarding Sessions when taking over a store. These sessions provide valuable guidance on effectively using the system and shaping the new business according to your vision and goals.
How to Transfer Ownership of Your CleanCloud Account
Step 1: Add the New Owner
Go to Settings → Users and click Add User. Fill in the new owner’s name, email address, password, and quick pin. Make sure to assign all relevant permissions for each location in your CleanCloud account. Ensure the email and password used are consistent across all locations for seamless management.
Step 2: Update Payment Information
Navigate to Settings → Admin → Admin Tools and click Update Card Details. The new owner should enter their payment details to prevent future charges to the previous owner’s card.
Step 3: Contact Support
Contact our support team via the Messenger tab or email [email protected] from the current admin email address to notify us of the ownership change. Ownership transfers can only be processed if the request comes from the current active admin email. Request support to update the admin email address to the new owner’s email.
✅ Our team will update the account admin and billing information accordingly.
🗒️ Notes:
Updating payment details is crucial to avoid account cancellation.
Although onboarding isn’t mandatory, we strongly recommend it for the new owner to ensure a smooth transition. If interested, contact [email protected] to schedule a paid training session.
For multiple store locations, ensure the new owner has all permissions across all relevant locations, and credentials are standardized to avoid disruptions.
Address any financial obligations, such as prepaid amounts, directly between the old and new owner as CleanCloud does not facilitate such settlements.
Clearly specify which company accounts or locations are being transferred in case of business-to-business transitions.
CleanCloud’s Assistance During Transfers
CleanCloud support can assist with ownership transfers if the new owner plans to continue using CleanCloud services. This may include managing specific components of the transfer, such as settings configurations for POS systems. Contact our support team for more details.
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