Add the new owner as 'Admin' on the account (remove previous owner)
Go to Employees/Resources in the side menu
Change branding/logo (optional)
Go to Preferences > Branding
Add/remove employees as needed
Go to Employees/Resources in the side menu
Update the business profile
Upper left of app, click on business name and "Manage Business"
Change out the payment method for the Urable subscription with the new owner's credit card (and make it the 'default' payment method). Make sure to remove the previous owner's credit card.
Go to "Billing" in side menu (on a browser)
For Stripe or Square, "Disconnect" the previous owner's payment processor and "Connect" the new owner's payment processor (so payments don't go to prior owner's Stripe/Square account and thus bank account
Go to "Integrations" in the side menu
For UrPay, contact Urable's live support to cancel previous owner's UrPay account and, if applicable, contact UrPay to return the card reader. The new owner will need to apply for a new UrPay account
Go to "Integrations" in the side menu
Generally check/change/update other "Integrations" including Quickbooks and Zapier (if the previous owner was hooked up to his Google Calendar or other personal apps through Zapier)
Carfax should be okay to leave
Remove the Rate & Review URL (optional)
Go to Preferences > URL's > Rate & Review
Remove the Meta Pixel ID (optional)
Go to Preferences > Virtual Shop > Meta Pixel
Remove the Google Tag ID (optional)
Go to Preferences > Virtual Shop > Google Tag
Remove two-way texting phone number
Contact Urable live support to remove existing number
Remove verified email/email domain
Contact Urable live support to remove existing email