Summary

Congratulations on acquiring a new business. This guide explains the Transfer of Ownership (TOO) process, what we need from you, and the steps we complete for you. Read it in full, and note the processing times for payment setup. They need advance planning. Contact Gingr's Professional Service Team with any questions.

Before You Begin

Know Your Transfer Type

Ownership transfers usually fall into one of two types.

• Type 1: Taking over an existing Gingr URL. You take over the current owner's Gingr account at its existing web address. All historical data, settings, and configurations stay in place under your ownership.
• Type 2: Multi-location app (partial acquisition, new URL). You acquire only some locations from a multi-location Gingr account. We create a new app for you, copy the settings for those locations, and import the data.

Payment Processing Lead Times

Payment processing setup takes a lot of lead time that we cannot shorten. This is most true if you use CardConnect or want to transfer stored customer cards.

Important: We strongly recommend at least 30 days' notice. Same-day or next-day merchant transitions are not possible. CardConnect account approval alone takes about one week. CardConnect sets this timeline, and Gingr does not control it.

If your acquisition closes in less than 30 days, tell your consultant right away. We can review your options and set realistic expectations.

Steps

Step 1: Complete the Professional Service Request Form

1. Complete the Transfer of Ownership Professional Service Request Form. Do this at least 30 days before your transaction close date.
2. Submit your request on the Paid Professional Service | New Request Form. The form asks for your business details, close date, the previous owner's payment processor, and whether you need a card-on-file transfer.
3. Wait for our team to review your form. We contact you within 48 hours with a link to schedule a consultation call.

Step 2: Have the Consultation Call

4. Schedule the call with the link your consultant sends.
5. Use the call to review your transfer details, confirm which services apply, and walk through the process. You also agree on the timeline and next steps. This includes what we need from the current owner and how payment processing will change.

Step 3: Pay the Invoice

6. Your consultant sends an invoice for all Professional Services that apply.
7. Pay the invoice. We cannot start any project tasks until we receive payment.

Step 4: Sign the Data Release Agreement (DRA)

8. Both you (the Buyer) and the Seller sign a Gingr Data Release Agreement in DocuSign.
9. This agreement lets our team start work on the transfer before the official sale date.

Note: If you acquire more than one location, you need a separate DRA for each location.

Step 5: Set Up the New Gingr Account (Type 2 Only)

10. If you get a new Gingr URL, your consultant sets up your new account.
11. Place a card on file for your ongoing monthly subscription.
12. If you enroll in our Credit Card Processing (CCP), you may qualify for a subscription discount. Ask your consultant.

Step 6: Set Up a Payment Processing Account

You need a payment processing account to accept credit and debit cards through Gingr. We support two processors. Set this up as early as you can, because of the lead times above.

Option A: CardConnect

• You can apply before your transfer date. The earlier the better.
• Apply for a CardConnect merchant account on the Credit Card Processing Application. Approval takes about one week.
• If you reuse the seller's terminals, we can reconfigure certain Ingenico models. Your consultant coordinates this.
• You cannot transfer Clover terminals between accounts. You must replace them.

Option B: Gingr Payments

• Enrollment happens on the effective date of your sale, not before.
• Every Transfer of Ownership customer who uses Gingr Payments gets one free WisePOS E terminal. This does not apply if you plan to reuse an existing compatible terminal.
• Your consultant coordinates the timing of your account setup so processing does not stop on transfer day.

Step 7: Request a Token Migration (Optional Add-On)

To transfer stored credit cards (tokens) from the previous owner's account to yours, you must request a Token Migration. This is an optional paid service.

You need these before the process can start:

13. A fully boarded (approved and active) payment processing account.
14. Written consent from the Seller by email. Copy you, the Seller, and Gingr. The email must confirm the Seller agrees to transfer the stored cards.
15. Your consultant then submits the migration request for you.

Note: Token Migration for CardConnect has a 2-week service-level agreement (SLA) after your new account is active. Plan for it. The full timeline from account application to finished card transfer is 2.5 to 3 weeks minimum.

Keep these limits in mind:

• You can migrate tokens only between the same payment processor. For example, CardConnect to CardConnect, or Gingr Payments to Gingr Payments.
• Migration from CardConnect to Gingr Payments, or the reverse, is not supported.

Step 8: Migrate Data and Go Live

After all agreements are signed, accounts are set up, and payment is confirmed, our team completes the technical transfer tasks. For Type 2, this includes a Gingr-to-Gingr data import.

Note these points about the data import:

• Vaccination dates and signed agreement dates transfer.
• Actual document files, such as PDFs, do not transfer. You must keep them yourself.
• No historical data, such as past reservations or financials, transfers.
• All users must reset their passwords in the new app.
• We issue a new invite code for the Gingr mobile app.

If Something Goes Wrong

You Are Closing in Less Than 30 Days

Do not wait. Contact us right away. When you tell us about a short timeline, this is what happens:

1. Submit the Professional Service Request Form right away. Note your short close date in the comments field.
2. Your consultant reviews your request and contacts CardConnect directly to look for faster options.
3. We confirm the earliest realistic transition date, based on CardConnect's current processing capacity.
4. If we cannot redirect your merchant account before your close date, your consultant suggests workarounds. One example is manual reconciliation until the new account is live.

Important: Even with escalation, same-day or next-day transitions are not possible. CardConnect's one-week minimum for account approval is a third-party rule that Gingr does not control. We do everything we can to move as fast as the process allows.

Key Reminders

• Submit your Professional Service Request Form at least 30 days before your close date.
• Pay all invoices before project work starts.
• Sign all DRAs before our team can access or change any app data.
• CardConnect Token Migration requests need at least 2 weeks after your new account is active.
• Gingr Payments enrollment happens on your effective sale date, not before.
• If you acquire more than one location, tell your consultant early. It affects the DRA and invoicing.

For Sellers: Close Your CardConnect Account

The seller must start the closure. It does not happen on its own.

Keep merchant accounts open for at least 60 days after the last transaction. This allows time for refunds and chargebacks. After 60 days, email our Merchant Support team at merchantsupport@gingrapp.com to ask for cancellation. We then work with the processor. Give the business name and merchant ID.

Important: If you do not cancel the account promptly, monthly charges and fees continue. We cannot refund them. For questions about closing a payment account, email merchantsupport@gingrapp.com.

Questions and Support

Your Professional Services Consultant is your main contact throughout this process. To get started or reach our team, complete the Transfer of Ownership Professional Service Form. Send all requests through the form. It makes sure we have all the information we need.