Transferring a Property to a New Owner
Occasionally a property you manage may be sold to another owner who wants to continue to use your company for their property management. In this case you will want to transfer the property to the new owner, but retain all existing historical revenue data for the current owner. You cannot directly transfer a property in Lodgix, but you can achieve the desired outcome, as explained in this article.
Step #1 - Create New Owner
Add the new owner to your Lodgix account from Modules > Property Mangement > Add New Owner
Step #2 - Clone Property
Make a copy of the property using the "+" button on the Properties > List All Properties screen.
Step #3 - Assign New Property to New Owner
Assign the new property to the new owner from the Properties tab of the owner edit screen.
Step #4 - Block Dates on the New Property
Since all existing reservations were made on the old property, you will need to manually block those dates on the calendar for the new property to avoid double bookings.
Step #5 - Disable Old Property
The disabled property will not count against your plan limit, and you will retain all historical data relevent to the previous owner. You can run owner statements for that owner based only on rentals that were booked while they owned the property. The new owner will now start with a clean slate.