Congratulations on the sale of your salon! The change of ownership process in Simple Salon is an easy one.
Changing Company/Owner Details and User Logins
When the change of ownership takes place, yourself or the new owners will need to go to the Account page in your Simple Salon account, and change all relevant company details i.e. Contact Name, Company Name, Email, Contact Number etc. You'll also need to update user logins.
To get to your Accounts page, click the circle icon on the top right corner and select Account:
From your Account Details page, you can change things like Contact Name, Company Name, Email, Contact Number etc. Ensure that you Save any updates. These changes will be updated on our end automatically:
Next you'll want to update your Manager Users section to the right.
You'll need to click Edit next to any user that will be changed, for example, you can update the administrator details once the new owner takes over:
Make sure you Save after making any changes.
Changing Email Addresses
You will then need to change the From Email Address in the SMS & Email tab in Admin:
As well as the End Of Day Email address via Cash Register Settings in Settings:
You should also check your Marketing settings, to check if you have your email setup for SMS Response Notifications:
Remember to Save once you make changes!
Online Booking Notifications
If you have your Online Bookings mini-site enabled, you'll need to remove your current email address and mobile number from approval notifications.
This can be removed or updated from Online > Admin > Notification Settings. Remember to Save once you've made any changes.
Updating Direct Debit Details
Finally, you will need to update the direct debit account details. To do this, please go to your Account page, and in the Actions menu select New Account Details.
You'll be taken to another page to review your Current Plan, Payment Method and Invoice History:
Under the Payment Method section, simply click the + Add payment method button and fill in your new payment information:
After clicking Add and succesfully adding your new payment method—you can click the X button next to the old payment method to delete it.
These details will be updated on our end. You can also check out the How To Update Direct Debit Details article for more information on updating direct debit or credit card details.