Approving a Claim Store Handover
After the customer taps Claim Store, you confirm on your device. Until you approve or decline, they stay on Waiting for approval.
Before you start
- The customer has tapped Claim Store and is on Waiting for approval.
- You are signed in as the store owner.
Steps
See the claim
A banner can appear, such as "Name wants to claim Store", with actions to approve or decline. On the Claim Store screen, a Claim received card shows the same choice. Use either place: both do the same thing.
A banner saying a customer wants to claim the store, with approve and decline actions — screenshot coming soon
Check the person and store
Confirm the name and masked email look right and the store is the one you mean to hand over.
The Claim received card showing the claimant's name and masked email — screenshot coming soon
Approve or decline
Tap Approve handover and confirm, or tap Decline and confirm. Both ask first, from the banner as well as from the screen.
The confirmation dialog for approving the handover — screenshot coming soon
What happens next
- On approve: the customer becomes the new owner on the Super Admin role. The store leaves your app and you are removed from its staff, with the history kept and your access gone at once. The customer's browser moves to The store is yours, with links to download the app and open the dashboard, and they get an email with the download link.
- The store keeps its own plan and paid-until date. A new owner with no billing date starts their cycle on that date, and from then their renewal charges the store only for the days not already paid. You get no final part-month bill.
- If the handed-over store was open on your device, the app leaves it straight away. With one store left it switches to that store and the confirmation names it. With several, pick the store to continue in.
- On decline: you stay the owner, the customer sees the claim was declined, and the link cannot be used again. Start a new handover for another try.
Edge cases
- Only the current owner can approve or decline. Staff on the register cannot finish a handover for you.
- Approval is refused before anyone has claimed, after the 20 minutes, when you are no longer the owner, for a suspended store, and for a store that joined an organization in the meantime.
- Take your time, but not too long. The 20 minutes include approval. An expired code shows as expired on the customer's page.
- The customer was already staff? Their place becomes the owner place on the Super Admin role, whatever role they had.
- No limit on stores the new owner may own, and no invoice is raised.
- It cannot be undone. Approving transfers ownership and billing and removes the store from your account.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Any plan | The store keeps its plan, trial or paid status, and paid-until date. |
| Add-ons | The store's per-store add-ons and its text-message spending move to the new owner. Account-wide add-ons stay with you. |
| Roles & Permissions add-on | The new owner gets the default Super Admin role, created if the store has none. |