> ## 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.

# Step-by-step Migration

> Technical instructions for previewing, switching to, and configuring your Members Portal version 5.

# Step-by-step Migration

This page covers every technical step involved in moving from version 4 (or earlier) to version 5 of the Members Portal.

## Step 1 — Preview the new portal

Before making any changes, you can preview exactly what your customers will see on version 5.

<Steps>
  <Step title="Find your portal domain">
    Open **[Settings > Website > Domain](https://dashboard.nexudus.com/settings/2/0/0)** in your Nexudus dashboard. Note the value in the **Domain** field — for example, `kalkio`.
  </Step>

  <Step title="Open the preview URL">
    Append `.nexudus.site` to your domain value and open it in your browser. For example, if your domain is `kalkio`, open:

    ```
    https://kalkio.nexudus.site
    ```

    This is a live preview of your portal running on version 5 with your current data and configuration.
  </Step>

  <Step title="Walk through the portal">
    Sign in with your own credentials and explore the key areas:

    * **Dashboard** — check that announcements, bookings, and quick actions display correctly
    * **Resources** — verify that rooms, desks, and other resources appear with the right names, images, and pricing
    * **Events and courses** — confirm that upcoming events display correctly
    * **Profile and billing** — review that invoices, payment methods, and personal details are accurate
    * **Team management** — if you use teams, verify the team section
  </Step>
</Steps>

<Warning>
  While previewing the portal, links from email notifications (booking confirmations, invoice reminders, etc.) will continue to point to your current portal, not the preview. This is expected and will update automatically after you go live.
</Warning>

## Step 2 — Customise the portal

Before going live, take the opportunity to adjust the portal to match your branding and preferences.

### Page editor

The new [drag-and-drop page editor](/editor/overview) lets you customise every page visually — rearrange sections, add components, show or hide content for different audiences, and create entirely new pages.

Access it at `https://your-portal-url/admin/editor` while signed in as an operator.

### Custom code

If you use custom CSS, JavaScript, or head elements in your current portal, these continue to work in version 5 through the [Web Template Editor](/editor/custom-web-injector).

<Warning>
  Each custom file (`app.js`, `styles.css`, `head.js`) must be **opened and saved at least once** in the Web Template Editor before it becomes active in the new portal. Go to **[Settings > Website > Web Template Editor > Built-in Files](https://dashboard.nexudus.com/settings/editor/templates)**, open each file, and click **Save**.
</Warning>

<Tip>
  If your current `styles.css` includes overrides for version 4 elements, review and update them. Version 5 uses different class names and a new layout structure.
</Tip>

## Step 3 — Update DNS (custom domains only)

If you use a **custom domain** for your portal (e.g., `members.yourcompany.com`), you need to update your DNS records and issue new SSL certificates after migrating.

<Steps>
  <Step title="Open domain settings">
    Go to **[Settings > Website > Appearance](https://dashboard.nexudus.com/settings/2/0/0)** and locate the DNS configuration section.
  </Step>

  <Step title="Remove old DNS records">
    In your DNS provider, remove any **A** or **CNAME** records that currently point to `spaces.nexudus.com`.
  </Step>

  <Step title="Add new DNS records">
    Add the new DNS records displayed in the domain settings page. These typically include:

    | Record type | Name / Host                      | Value                                |
    | ----------- | -------------------------------- | ------------------------------------ |
    | **CNAME**   | Your subdomain (e.g., `members`) | Value provided in the dashboard      |
    | **A**       | `@` or your apex domain          | IP address provided in the dashboard |
  </Step>

  <Step title="Issue new SSL certificates">
    Follow the instructions on the domain settings page to issue new SSL certificates for your custom domain. The system handles certificate generation automatically once your DNS records are verified.
  </Step>

  <Step title="Verify">
    After DNS propagation (which can take up to 48 hours), visit your custom domain to confirm the portal loads correctly over HTTPS.
  </Step>
</Steps>

<Warning>
  DNS changes can take time to propagate. During this period, some customers may temporarily see a certificate warning or be unable to reach the portal via the custom domain. Consider scheduling the DNS change during a low-traffic window.
</Warning>

## Step 4 — Go live

When you are ready to switch:

<Steps>
  <Step title="Open the portal settings">
    Navigate to **[Settings > Website > Domain](https://dashboard.nexudus.com/settings/2/0/0)** in your Nexudus dashboard.
  </Step>

  <Step title="Switch to version 5">
    Use the migration option on this page to activate version 5 for your portal. The switch takes effect immediately — all customers accessing your portal will see the new version.
  </Step>
</Steps>

<Info>
  You can roll back to the previous version at any time from the same settings page. See [Rollback and troubleshooting](/member-portal/migration/rollback) for details.
</Info>

### What happens to old links and URLs

After going live:

* **Old links are redirected automatically.** Any links previously distributed to customers — in emails, bookmarks, documents, or notifications — that pointed to the old portal will automatically redirect to the corresponding page on the new version. No action is required from you or your customers.
* **Old default domain redirects to the new one.** If you are not using a custom domain, anyone accessing the old address (ending in `.spaces.nexudus.com`) will be automatically redirected to the new one (ending in `.nexudus.site`).

## Step 5 — Verify everything

After going live, run through this checklist:

* [ ] Portal loads correctly at your primary URL
* [ ] Customers can sign in with existing credentials
* [ ] Dashboard displays upcoming bookings and announcements
* [ ] Resource booking flow works end to end
* [ ] Invoices and payment history are visible
* [ ] Custom CSS and JavaScript are applied
* [ ] Email notification links point to the new portal
* [ ] Custom domain resolves correctly (if applicable)

## Next steps

<CardGroup cols={2}>
  <Card title="Communicating with customers" icon="bullhorn" href="/member-portal/migration/communication">
    Suggested timeline and guidance for keeping members informed.
  </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>