How do I transfer sites to/from an Organization?

You can do this with each site/subscription individually if you’ve already created the Organization, or you can do it all at once when you create a new Organization.

To transfer individual sites (i.e., sites that are not part of a bulk plan) to an existing Organization, head to the Billing tab in the site’s Flywheel dashboard. Hover over the ellipsis icon to the right of “Billing History,” and choose the “Transfer site” option. Then just click the “My organization’s paying” tab in the pop-up, and you’ll be prompted to have your Organization take over billing for the site as the new owner. (If this results in a billing overlap, just give us a shout via our app and we’ll be happy to sort it out.)

To move all your sites to an Organization at once, you’ll need to create a new organization and initiate the transfer as part of the Organization setup. You can get started by heading to Manage > Organizations from your Flywheel dashboard, and clicking the white “Create Organization” button:

How do I transfer a single site subscription from my Organization to a client?

This is still done just the same way as always; head to the site’s Billing tab in the Flywheel dashboard, hover over the ellipsis icon next to the plan, and select “Transfer site.” This will make the recipient the new owner, but your Organization will remain a Collaborator on the site, giving everyone in the Organization full access to everything except billing.

How do I transfer a single site out of my bulk plan and into my Organization?

If you just want to move one or more site out of your bulk plan but not all of them, you will need to first clone the site(s) you are wanting to move. You can clone the site with a new single-site subscription, and then transfer that subscription to your Organization.

How do I transfer my entire bulk plan into my Organization?

There are two ways to do this: