If you’d like your client to own the hosting account while you maintain access to the site as a collaborator, you can use Flywheel’s “Transfer Billing” feature. When you transfer billing, your client will receive an email asking them to complete billing on the appropriate site. Your client will be the site’s “owner” once they’ve paid.
To transfer billing to a client, if the site you’re transferring is a demo site, visit the site’s page in Flywheel and click the “Complete Billing” button in the top right section of the page.
You can also transfer a site from the Billing tab. Hover on the ellipsis icon next to “Billing History,” and click “Transfer site.”
You will be presented with a popup modal with a few tabbed options. Click the “Transfer to client” tab to view the client transfer form.
The fields on the client transfer form are detailed below:
|Client email||The email address for your client. Your client does not need to have a Flywheel account – they can sign up for an account when they receive the email. (If they do already have a Flywheel account, however, you should be sure this email matches the one they used to sign up.)|
|Choose a plan for this site
|This field allows you to choose a plan for your client. This allows your client to skip that step when they complete the billing process|
|Any additional add-ons required for this site. If you check an add-on, it will be pre-populated for your client when they finalize billing|
|A personal message from you that your client will see in the email sent from Flywheel|
Once you submit the form, your client will receive an email like the one below. By clicking the “complete payment” button, your client will be prompted to login or create an account on Flywheel and enter their credit card information. They will become the owner of the site.
After you send off a billing request, the complete billing button will change to say “Revoke Transfer.” If you want to resend a transfer request to remind your client or to send to a different email address, you can use the revoke transfer button and complete billing again. Any billing request that was pending will become void, disallowing your client to use the previous email’s link.
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