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Transfer Account Ownership Checklist

If you're transferring account ownership, this checklist details the steps you'll need to take to ensure a smooth transition. 

Timing

Task

Owner

Action

2 WEEKS PRIOR TO THE TRANSITION DATE 

Contact the MyTime Onboarding Team 

Corporate Team / Current Location Owner

Send an email to onboarding@mytime.com to notify the Onboarding team of the ownership change. The email should also include the new owner's contact information. 

2 WEEKS PRIOR TO THE TRANSITION DATE 

Merchant account change

Processing Team 

The Processing Team will reach out to the new owner to set up their merchant account.

1 WEEK PRIOR TO THE TRANSITION DATE 

Joinder Agreement 

MyTime & New Location Owner

The Onboarding Specialist will send out a new joinder agreement which should be signed by the new owner.

NIGHT BEFORE TRANSITION DATE

Change account details & login credentials

Onboarding Specialist  

The Onboarding Specialist will update the account details such as the owner’s name, business/entity name, email address, etc. Once all the relevant changes have been made, an email will be sent out to notify the new owner. In the email, the owner will also be asked to complete the 2 additional tasks listed below. 

TRANSITION DATE

Update bank account for reconciliation

New Location Owner 

From the Payments & Deposits tab, the new account owner will update the bank account information to pay/collect reconciliations.

TRANSITION DATE

Update payment method 

New Location Owner 

From “My Account” update the payment method that will be used to cover subscription charges

 

 

If you have any questions about this process, please contact the Onboarding Team at  Onboarding@mytime.com.

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