A transfer moves a client, and everything that belongs to it, from one account to another. Nothing is copied or republished: each site keeps its address, its pages and its live version, so visitors, shoppers, members and texts carry on through the move.
Moves with the client
- The ticked sites: pages, drafts, theme, header and footer, collections, blog, languages, redirects, popups, backups and recently deleted pages.
- Media: the client's and the sites' pictures and files. Every picture address keeps working.
- Forms and form responses.
- The CRM (The Pantheon): contacts, companies, conversations, emails, texts, notes, tasks, opportunities, pipelines, automations, campaigns, invoices, contracts and the Assistant. Your staff are removed from it.
- Store and bookings: products, orders, customers, stock, shipping settings, calendars, bookings. Your staff are removed from calendars. Upcoming bookings don't change.
- Memberships and site accounts. Shoppers and members notice nothing.
- Phone numbers and texting registration. No new registration and no new fees.
- Email sending domain and the site's custom domain. SSL keeps working.
- History: keywords, ranks, map scans, AI Visibility, audits, competitors, citations, backlinks, reports, Proof, work done and approvals, plus stored Google and site stats.
- Client portal logins: same email and password.
- Zeus credits the client bought.
Stays with you
- Sites you untick. They stay with you under a new client record with the same name. None of their data moves.
- Unused Zeus credits you gave the client come back to your agency.
- Your internal site comments, notes about the client, team assignments, Agora chat and support tickets. The new owner never sees them.
- Your templates and Archetypes, your branding and portal domain, your email settings, and your billing history.
Copied as frozen copies
Custom widgets of yours that the moved sites use are copied as frozen copies. They keep working on those sites, but the new owner can't edit them in the widget builder, reuse them on other sites or export them. Your own library is untouched.
Switched off or reconnected
- Form webhooks and Google Sheets on the moved sites are switched off, because they send to your tools.
- Google (Analytics, Search Console, Business Profile, Ads): your Google login doesn't move. The client's property choices are kept, and they start working again once the new owner connects a Google account that can reach them.
- Products on Google (stores): the store's feed address keeps working, so products Google reads from it are not interrupted. A store that sent products straight to Google through your Google connection is asked to connect again in the Business Hub (Settings → Google), with the new owner's Google or its own. A store connected with its own Google login stays connected. See Send your products to Google.
- Facebook and Instagram: the new owner connects again. Post history moves.
- Your payment account: if the store, bookings or invoices took payments through your account, it's disconnected and the new owner connects their own. The client's own account moves with them.
- API keys and AI app connections a client person made are turned off. They reconnect after the move.
- Links your agency made stop working, so nobody on your side keeps a way in: site preview links for the moved sites, calendar subscription links (the new owner copies new ones from Calendars) and the client's photo upload link (the new owner gets a new one).
- CRM automations that send to a web address (a webhook step) are paused, because they send to your tools. The new owner checks the address and turns them back on.
On the client's own plan
When the client takes over themselves (the Client-owned plan), map scans and AI Visibility carry on. Zeus scans, Edicts, Decrees, Omens, the other SEO tools, press releases, Google Ads and your social posting tool stop. Their history stays readable in the portal.
Undo
Before it's accepted, the sender can cancel any time. After the move there's no self-serve undo, but ContentForge staff can reverse a transfer within 30 days. Contact support.