Use Change Owner when an existing property passes to a different owner. This creates a separate property record for the new ownership and transfers associated booking/payment records through the changeover process.
Review the owner and transfer date before saving
The Change Owner screen warns that its transfer cannot be undone. Confirm the intended changeover and affected records first; contact support if bookings, held funds or completed disbursements need special handling.
On this page: Prepare the change · Change the owner · Check the new records
Prepare the ownership change
- Add or verify the new owner’s contact and bank details.
- Confirm the actual changeover date and identify bookings spanning it, money still held and payments already released or disbursed.
- Retain the relevant saved owner/disbursement reports so you can compare the records afterwards.
- Check existing fee rates, recurring charges and property bank exceptions. Do not assume every setting will be correct for the new ownership.
Change the property’s owner
- Go to Active Properties, find the property and select More Details.
- Select Change Owner.
- Select the new Owner and enter the Transfer Date for the agreed changeover.
- Read the on-screen transfer warning and check both the owner and date. If the scope is unclear, stop and contact support before saving.
- When the details are correct, select Save and review the resulting property records.
Check the resulting records
- Confirm the new property record shows the correct owner and intended bank destination. Review any property-specific bank account.
- Compare the affected bookings, their payments and held/released amounts with the pre-change records, particularly around the transfer date.
- Review property fee rates and recurring charges. Check what transferred and amend the new owner’s setup through the supported process where required.
- Check reports for both ownership periods before the next disbursement. If the allocation is unexpected, contact support with the property references, transfer date and affected booking/transaction references.
Can I just rename the old owner or replace their bank details?
That changes the contact/payment destination rather than creating a separate ownership record. Use Change Owner for a real ownership change.
Is this only an initial owner link?
For a new imported property still assigned to the manager, use Link a property to its owner instead.