How To Transfer or Merge Your Time To Pet Account

If you are selling your business or transferring ownership of your business to someone else, this article will cover the steps needed to complete the transfer. The Time To Pet Support team can help with any specific questions you have during this process.

Transferring Ownership Of A Single Time To Pet Account

Follow these steps if only one Time To Pet account is involved, and you simply need to make a new person the account owner.

If the new owner does not already have a profile in your account, they must be added and set in the Administrator role: Adding A Staff Member
If you are connected to Time To Pet Payments (powered by Stripe), you must disconnect from the existing integration in Settings > Invoicing & Payments > Credit Cards. The new owner will create a new account under their name later.
Both the current account owner and the new account owner must email us from the email addresses associated with their Time To Pet profiles, granting us permission to switch ownership status. Once we receive these and confirm Time To Pet Payments has been disconnected, we will switch the account to the new owner.
We will email you to confirm this has been done, at which point the new owner needs to:
1. Update the payment method on file for the monthly subscription fee for Time To Pet in the billing section.
2. Create a new Time To Pet Payments account under their name in Settings > Invoicing & Payments > Credit Cards

Merging Two Time To Pet Business Accounts

If you've sold your client list to another company that uses Time To Pet, we can assist with copying your clients and other data to the new company. Things we can copy are client and pet profiles, staff profiles, vets, and keys. We can also copy the first preferred staff member on any client profile. Unfortunately, we can't transfer scheduled events, Templates, past invoices, payment methods, etc.

Clients (and staff) will need to activate their new accounts with the new company as if they are brand new, but their information will already be saved for them. That said, we have this recommended timeline of actions you can use as a guide when you're ready to start!

Before The Data Import:

Copy Client And Pet Fields In New Company
Before the import, we recommend making sure any custom client and pet fields in the old company are also created in the new company. For example, if the old company has fields like "Littler Box Location", ensure the same fields exist in the new company so that we can easily determine where to place the data from the old company into the new company.
Create A “Customer Segment” Client Field Titled “Imported From [old company name]”
Create a custom client field with the “Customer Segment” option checked off (or we can do this for you when we import the data) and title it "Imported from [old company name]”. We will fill this field in for all of your clients with a "Yes" so that every client profile brought over to the new company is labeled with this
information. This will allow you to generate revenue reports for only clients that were imported from the old company, as well as the ability to send mass emails to only the imported clients in a later step.
Add Relevant Notes To Private Field
As mentioned earlier, tasks, flags, 2nd+ preferred users, and users scheduled in the past will not be exported or imported, so if you want any of that information attached to the client profile for the new company to take note of, the old company should add that information to the Private Note field in the client’s details.
When Ready, Let Us Know To Start The Process
We will export your Client Fields, Pet Fields, vet list, staff, and key data from the old company. This is simply an extraction of the data in the old account; nothing will be removed from or altered in the old company in any way. We will then import, or “copy”, that data into the new company, which will create new client, pet, and staff profiles.
As mentioned, keys are included in the export/import process and will remain assigned to the same staff members in the new company that they were assigned to when we exported the data from the old company. That said, keep in mind that as keys are reassigned in the old company, those reassignments will also need to be made in the new company.

After We've Completed The Export/Import:

Create Templates And Schedule Services In The New Company
Now that the client profiles exist in the new company, the new company can begin creating Templates and scheduling events to begin on a date of your choosing (we'll call this the Launch Date).
Delete Templates And Scheduled Events In Old Company
Now that the Templates and scheduled events have been created in the new company, they can be deleted from the old company from the launch date and beyond.
Transfer Open Payments And Credits From The Old Company To The New Company
If clients have any open payments or credits in the old company that should be transferred to the new company, the new company should add these as an account credit: Applying And Redeeming Client Credit
Delete Open Payments And Credits In The Old Company
So that clients don’t have open payments and/or credits in both accounts, remove them from the old company after they’ve been added to the new company. To remove an open payment from a client account in the old company, create a new, blank invoice and add a custom line item for the amount of the open
payment or credit you need to remove. You can title the line item "Transferred Open Payment To [new company name]" or something similar. Then, apply the open payment or credit to the invoice.

One Month Before Launch Date (recommended)

Notify And Invite Clients And Staff To Activate Their Account With New Company
When we complete the import, we will send both companies an email letting you both know it is complete, along with a template that the new company can use in a mass email to the clients with instructions on how to activate their new accounts. On the date of your choosing (one month before the launch date is recommended), the old company should send a mass email to clients notifying them of the “merge” and to be on the lookout for an email from the new company with more information on activating their new accounts.
The new company should then send a mass email to the clients using the template we sent and any other important information, such as adding their payment information for upcoming services beginning on [insert launch date]. Some other things you may want to include in this email is this link on how to switch between accounts: Clients/Staff With Multiple Accounts In Time To Pet, as well as the recommendation to set the same password for the new company that they used with the old company as this will make it easier to switch between each company.
As a heads-up, staff activation emails will need to be sent one by one from the Quick Actions menu of each staff profile. To switch between each company, they will have to completely log out of one company to log in to the other.

On The Launch Date

New Company Begins Servicing Clients
By the launch date, hopefully, all clients scheduled to receive services with the new company have activated their new accounts, and all is going well! The old company can mark all clients inactive and close the account when ready.

Feel free to ask us any questions that come up along the way, and we will be happy to help!