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.
The most commonly asked questions, and a few we just think you should know.26 Articles
Questions that don't fit elsewhere, or those about Flywheel in general.59 Articles
Everything you need to know to get your first Flywheel site up and running.16 Articles
Details about how to manage DNS and point your domain names at Flywheel.13 Articles
Questions relating to payments, billing and managing your account on Flywheel.13 Articles
Learn everything there is to know about what Blueprints are, how to create them and how to make the best use of them.5 Articles
How to access your WordPress database to make changes and update content.3 Articles
Everything you need to know about our amazing, free local WordPress development software for Mac and PC.6 Articles
Everything you need to know about managing your team with our Organizations feature.8 Articles
Which plugins work best, which plugins work worst, and everything in between.7 Articles
Details about everything Flywheel does to makes your site so secure.13 Articles
Information on setting up and troubleshooting with SFTP connections and file transfers.4 Articles
All there is to know about our free, automatically installed and activated SSL certificates.9 Articles
How to get the most out of Staging, which allows you to duplicate a site, make changes, and then push those changes to the live site.7 Articles
Everything you need to know about our Whitelabel subscriptions for branding and reselling Flywheel.4 Articles