Transfer a client to the client

When a client wants to run their website and business tools themselves, you can hand everything over to them. They move to their own Client-owned plan (they see it as the "Mount Olympus plan"), with their own portal, their CRM and the Business Hub app. Their sites stay live at the same address the whole time.

Before you start

• Add the client as an owner on their Google properties. Your Google login doesn't go with them. In Google Analytics (GA4), Search Console and the Business Profile, add the client's own Google account as an owner first. That way, when they connect their Google later, their stats start working again at once.
• Check whose payment account takes payments. If the store, bookings or invoices take card payments through your agency's account, those payments stop at the move and the client connects their own.
• Check who holds the domain. If your agency registered the domain, the client gets our domain transfer guide by email. The site keeps working either way, because the domain already points at our hosting.

How to send the transfer link

1. Open the client and click the … menu, then Transfer client…. Only the agency owner sees it.
2. Choose To the client. The card shows today's per-site price for the plan.
3. Which sites go with them? All sites are ticked. Untick any you're keeping. An unticked site stays with you under a new client record with the same name.
4. Who gets the link? Enter their email (the client's contact email is filled in). This person makes the account and becomes its owner.
5. What's included: read each line. It lists the sites, the CRM (contacts, automations, phone numbers), the store and bookings, history, any custom widgets copied as frozen copies, form webhooks that get switched off, and Zeus credits.
6. Do the Google step, then tick Done. Answer the payments question (whose account takes card payments: the client's own, or yours, which is disconnected at the move) and Who holds the domain at the registrar? if they show.
7. Before you send: read the warning, type your password (or your 2-step code), and click Send transfer link. While something is still missing, the button is grayed out and the line beside it says what, for example "Tick at least one site to go with them."

The client page then shows "Transfer link sent to … · expires …" with Resend and Cancel transfer. You can keep working on the client until they accept.

What the client does

The client opens the link and sees what comes with them, the price per site (monthly or yearly), and the total due today. They make a login (or log in, if their email already has one) and pay on a secure payment page. Nothing moves until the payment goes through. Then everything moves in about a minute and they land in their new portal. See Your Mount Olympus plan.

Money

• No refund for you. Your plan simply doesn't renew the moved sites (and the Online Store add-on) from your next billing day.
• The client pays at once. Their first period is charged when they accept, and that day becomes their billing day.
• Zeus credits the client bought go with them. Unused credits you gave them come back to you.

Limits

• Only the agency owner can start, resend or cancel a transfer, with their password or 2-step code. Admins, members and ContentForge staff acting as your agency can't.
• One open transfer per client at a time.
• Links work for 14 days. Resend makes a new link (14 more days) and the old one stops working.
• Your own agency's business (My Agency) can't be transferred.
• After the move there's no undo for you. ContentForge staff can reverse a transfer within 30 days if something went wrong.

Examples

• A client takes their site in-house: tick both of their sites, send the link to the owner, and they're on their own plan by the afternoon.
• You keep one site: untick the landing page you built for your own campaign. It stays with you under a new client record with the same name.

Troubleshooting

• "This client already has a transfer waiting. Cancel it first.": use Cancel transfer on the banner, then start again.
• "Tick at least one site to go with them.": a transfer to the client needs at least one site.
• "Tick Done once the Google step is finished.": tick Done under the Google line.
• The link expired: the client sees "Transfer links work for 14 days." Send a new one from the client page.
• Transfer client… is missing: only the agency owner sees it.