Migrating to Portal Version 5

Everything you need to know before migrating your Members Portal from version 4 (or earlier) to version 5.

Migrating to Portal Version 5

Version 5 of the Members Portal is a complete redesign of the member-facing experience. It introduces a modern interface, a drag-and-drop page editor, improved performance, and new features such as guest checkout, dynamic pricing, and team management.

This guide walks you through the entire migration process — from previewing the new portal, to going live, to rolling back if needed.

Who should read this

This guide is for coworking-space operators currently running version 4 or earlier of the Members Portal who want to upgrade to version 5.

What changes for your customers

Most of the underlying data — bookings, invoices, plans, events — remains exactly the same. What changes is how customers interact with that data:

Area	What changes
Look and feel	Fully redesigned interface with a modern, responsive layout
Navigation	Reorganised menu structure with clearer categories
Dashboard	New personal dashboard with upcoming bookings, announcements, and quick actions
Bookings	Improved resource search with filters, map views, and dynamic pricing
Team management	Dedicated section for team bookings, attendance, members, and permissions
Profile and billing	Streamlined account pages for personal info, invoices, and payment methods
Page editor	New drag-and-drop editor for customising every page without code
Custom code	app.js, styles.css, and head.js continue to work

Customer credentials (email and password) do not change. Members sign in with the same account they use today.

Migration at a glance

1. Preview the new portal

   See exactly what your customers will experience before making any changes.

2. Customise the portal

   Use the page editor and custom code injection to match your branding and layout preferences.

3. Communicate with your customers

   Send a series of announcements so members know what to expect and when.

4. Go live

   Switch to version 5 from your dashboard. The change takes effect immediately.

5. Monitor and follow up

   Check in with members after launch and use the rollback option if needed.

Next steps

Step-by-step migration

Detailed technical instructions for previewing, switching, and configuring DNS.

Communicating with customers

A suggested timeline and templates for keeping your members informed.

Rollback and troubleshooting

How to revert to the previous version and resolve common issues.