Transferring ownership to another member

Every Bokko business has exactly one Owner — the highest-tier role with access to all settings, billing, and sensitive operations. When the business changes hands, ownership must be transferred too. There is currently no dashboard button for this — to request a transfer, contact Bokko support and we will run it for you.

When is transfer needed?

• Change of ownership — Someone else is taking over the business (sale, handover, family succession).
• Switching the primary account holder — You set up Bokko, but going forward your partner should be the responsible Owner.
• Stepping back from operations — You are retiring, but the business continues under someone else.

How the transfer flow works

• 1. Request: As the current Owner, contact Bokko support and tell us who should become the new Owner.
• 2. Prerequisite check: The new Owner must already be a member of the business (with the Manager, Receptionist, or Provider role). If they aren't yet, invite them on the Staff screen first.
• 3. Verification: Bokko support verifies the request; the transfer is then executed by a Bokko platform administrator with their own two-factor confirmation and an audited justification.
• 4. Execution: The system rewrites the business owner in one step — the new Owner is promoted to Owner, and you become Manager. The new Owner does not need to accept the transfer separately.
• 5. Confirmation: After the transfer, both parties receive an email at their account address.

Prerequisites

• The new Owner is already a member of the business — invite them on the Staff screen first and wait until they accept.
• Make sure beforehand that the new Owner can sign in with their own account.
• No live account-deletion request is in progress — ownership cannot be transferred while a deletion is pending.
• We recommend enabling two-factor authentication on your account.

123123

1. 11. Provider
2. 22. Receptionist
3. 33. Manager

What changes after the transfer?

• The new Owner receives the Owner role with all owner-level permissions.
• The previous Owner becomes Manager — you can still run day-to-day operations, but owner-only actions (e.g. deleting the account, billing) are no longer available to you.
• Billing and subscription management are Owner-only, so they move to the new Owner. Billing details stored with Stripe (billing email, saved payment method) and any connected online-payment account are not changed automatically — the new Owner can update them, or you can arrange it with support.
• Bookings, guest records, settings, and integrations do not change.