Do you need to transfer your PlanHero account to a colleague?
No problem. We’ve worked hard to make transferring your PlanHero account as simple as possible.
There are a couple of important things to consider before you transfer your account:
1.Make sure the new account owner is ready to “receive” your account. We will automatically change the original account (the email address that your are transferring FROM) to a FREE account during this process. Until the new account owner accepts your (original) account and upgrades to a paid subscription, no one will be able to edit/access your events as an organizer. We will process a pro-rated refund for the balance of the remaining subscription on that account.
2. The new account owner, will need to subscribe to the subscription plan of choice after the account is transferred TO that new owner. The new owner will need to enter a credit card to complete the subscription process.
Please follow these steps to transfer your PlanHero account:
- Log in to your PlanHero account here
- Go to your Account Settings (My Account) in the upper right corner of your desktop dashboard
- Scroll down to Subscription
- Click on Transfer
- Enter the new email address for the account (e.g. info@organization.com)
- Click on the Transfer button
- The new account owner should check their email (e.g. info@organization.com)
- Click on the Accept Ownership button
- Log in to the new PlanHero account (e.g. info@organization.com)
- Go to your Account Settings (My Account) in the upper right corner of your desktop dashboard
- Scroll down to Subscription
- Select the desired subscription plan
- Enter credit card info as directed
Done!
