> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Communicating with Customers

> A suggested timeline and guidance for communicating the Members Portal version 5 migration to your customers.

# Communicating with Customers

When you migrate to version 5 of the Members Portal, your customers should not be surprised. A clear communication plan builds confidence and reduces support requests. This page provides a suggested timeline and guidance you can adapt to your space.

## General guidance

Strike a balance between sharing enough information and giving your customers a chance to explore. Most people will skim at least one message, so use a staggered approach over a couple of weeks rather than a single announcement.

Lead with **why** you are relaunching, followed by **what will change** for them.

## Assess what to communicate

Before drafting any message, walk through the new portal yourself and note:

* Is your branding changing, and if so, how visibly?
* Are any features new to your customers (guest checkout, team management, dynamic pricing)?
* Have existing flows changed — for example, how customers find and book resources, or where they access invoices?
* Has the login process changed, or will customers need to reset passwords?

<Info>
  Customer credentials (email and password) do not change when migrating to version 5. Customers sign in with the same account.
</Info>

Once you have these answers, tailor your communications to what actually affects your customers rather than sending a generic announcement.

## Suggested timeline

### Two weeks before — Heads-up announcement

Use an [announcement](https://help.nexudus.com/v3/docs/announcements) in the current portal to let customers know a change is coming.

**What to include:**

* A clear title communicating that the portal is being updated
* A short summary of what customers will gain (easier bookings, a smarter dashboard, a more modern experience)
* The go-live date
* A help desk link or point of contact for questions

Keep it positive and high-level. The goal is to avoid surprise, not to explain everything up front.

### One week before — Detailed reminder

Send a [reminder](https://help.nexudus.com/v3/docs/reminders) with more specific information about the change.

**What to include:**

* Any URL or login changes (typically none — credentials stay the same)
* A summary of the key areas: dashboard, bookings, invoices, team management
* Screenshots or a short video walkthrough of the new portal
* Any action customers need to take before or after go-live

### Go-live day — Confirmation announcement

Post another [announcement](https://help.nexudus.com/v3/docs/announcements) confirming the new portal is live.

**What to include:**

* Confirmation that the new portal is live and ready
* One or two key areas to explore first
* A help desk link or email address for anything that is not working as expected

### One week after — Follow-up and feedback

Check in using a [survey](https://help.nexudus.com/v3/docs/surveys) to gather feedback and surface any issues early.

**What to include:**

* A thank-you for trying the new portal
* A short feedback form (3–5 questions maximum)
* A reminder of the help desk link for any unresolved issues

## What to highlight for your customers

Rather than listing every page, focus on the areas that directly affect what customers do day to day:

### Personal dashboard

After signing in, customers land on a personal dashboard with upcoming bookings, announcements, and quick actions. Let them know this is their home base.

### Booking resources

The resource list is how customers find and reserve meeting rooms, desks, and other spaces. If the layout or filtering has changed, call this out specifically — it is one of the most-used parts of the portal. Cover:

* How to search and filter resources
* Whether pricing is displayed differently (dynamic pricing, if enabled)
* How to manage, modify, or cancel existing bookings

### Account and billing

Customers manage personal information, billing details, and security settings under their profile. If anything has changed — particularly payment methods or invoice history — communicate it clearly. Cover:

* Where to find invoices
* Where to update billing details
* Where to change passwords or security settings

### Team management

Customers who manage teams have access to a dedicated team section covering team bookings, attendance, member lists, and permissions. Cover:

* Where to find the team section after signing in
* How to view bookings made by any team member
* How to manage team member permissions

## Next steps

<CardGroup cols={2}>
  <Card title="Step-by-step migration" icon="list-check" href="/member-portal/migration/steps">
    Technical instructions for previewing, switching, and configuring DNS.
  </Card>

  <Card title="Rollback and troubleshooting" icon="rotate-left" href="/member-portal/migration/rollback">
    How to revert to the previous version and resolve common issues.
  </Card>
</CardGroup>
