How to Migrate my Memberships Area To Client Portals?

In the video, we'll show you how to migrate from using the Memberships area for client login, to using the client portal instead.

How to Migrate from Funnel Breezy Memberships to Client Portals

This guide will show you how to migrate from using the Memberships area in Funnel Breezy to the Client Portals area.

Important Note: Before you begin, ensure you have already watched the video on adding products to your Client Portal (not covered in this guide).

Step 1: Remove the Subdomain from Memberships

1. Go to Memberships > Courses > Settings > Custom Domains.

2. You'll see the existing URL for your membership login area.

3. Do not delete anything here yet!

Step 2: Update Your DNS Settings

1. Log in to your domain registrar (e.g., Namecheap, GoDaddy, HostGator).

2. Go to your advanced DNS settings for the domain connected to your Funnel Breezy account.

3. Locate the A record with the subdomain prefix used for your membership login area (e.g., "learn").

4. Do not delete this A record yet!

Step 3: Why We Need to Remove the Subdomain from Memberships

The same subdomain cannot be used for both Memberships and Client Portals.

Step 4: Go Back to Funnel Breezy and Remove the Subdomain

1. In Funnel Breezy, navigate back to Memberships > Courses > Settings > Custom Domains.

2. Click Remove next to the existing subdomain.

3. You'll see a confirmation message that the subdomain has been successfully deleted.

Step 5: Set Up Your Client Portal Domain

1. Go to Sites > Client Portal > Domain Setup.

2. Enter your desired Client Portal URL (e.g., "learn.ladybossstudio.com").

3. Copy the IP address provided by Funnel Breezy.

Step 6: Update Your DNS A Record

1. Go back to your domain registrar's DNS settings.

2. Locate the same A record you identified earlier (with the "learn" subdomain prefix).

3. Paste the copied IP address from Funnel Breezy into the A record field.

4. Important: Ensure there are no spaces before or after the pasted IP address.

5. Save the changes to your DNS settings.

Propagation Note: It can take up to a minute for the DNS changes to propagate. The video will pause here to allow for waiting time.

Step 7: Verify Your Client Portal (after waiting 15 seconds)

1. Once the DNS change has propagated, click "Update" in the Client Portal domain settings within Funnel Breezy.

2. If successful, you should be able to access your Client Portal using the new URL.

Step 8: Existing User Login

• Existing members who purchased courses using the old Memberships area can use their same login credentials to access the Client Portal.

• No new login details are needed.

Step 9: Branding Your Client Portal (Next Step)

The next video will cover how to brand your Client Portal for a customized look and feel.