Move your portals from the Classic editor to the block editor
You can move each Classic portal to the block editor in three steps: convert it to make a block copy, check the copy, then move your clients over. Your clients keep the same portal link, nobody gets an email, and the Classic version stays as a backup until you delete it.
Not sure which editor you use? If you bought after April 2024, you're probably using the block editor and you don't need to do anything. If you bought before that date, you may still be on the Classic editor and will need to migrate your portals. To check, go to Client Portal > Portals. If you don't see the text 'Classic' in the Editor list, you have no Classic portals.
Why move to the block editor
The Classic editor is being retired. We build new features only for the block editor, and we'll stop supporting Classic portals on these dates:
When | What happens |
|---|---|
Now | Classic portals keep working. Move them to the block editor whenever you're ready. |
31 January 2027 | Support ends. Classic portals keep working, but we no longer fix Classic editor bugs. Security fixes continue. |
April 2027 | We remove the Classic editor from Client Portal. When you update, we convert any Classic portals you have left and move their clients over for you. |
Converting doesn't change or delete your Classic portals, so you can move one portal at a time and check each one before your clients see it.
Before you start
Do this in your WordPress admin, under Client Portal > Portals.
If your Editor setting in Client Portal > Settings is still Classic (deprecated), an administrator needs to do the first conversion. Clicking Convert to block editor switches the setting to Block first. It doesn't convert anything, and your Classic portals keep working. Then click Convert to block editor again.
Step 1: Convert a portal
Go to Client Portal > Portals and click Classic above the list to see your Classic portals.
Hover over the portal and click Convert to block editor.
We make a block editor copy with (Block) at the end of its name and open it for you. Your clients still see the Classic version.
Step 2: Check the block copy
Look through the copy and fix anything that didn't carry over the way you want. Click Preview Classic version at the top of the editor to compare the two, and save your changes before you move on.
Step 3: Move your clients over
Click Move clients over at the top of the block copy, or hover over the Classic portal in the list and click Move clients over.
Click OK to confirm.
Your clients now see the block version at the same link. The block copy takes the portal's original name, and the Classic version becomes a draft called Classic backup.
Step 4: Delete the Classic backup
When you're happy with the block version, open the Classic backup and move it to the trash. The migration notices on both portals go away as soon as it's in the trash, so you don't need to empty the trash.
If something isn't right, click Move clients back on the Classic backup instead. Your clients see the Classic version again, and you can try again later.
Moving the Classic backup to the trash ends the migration for that portal. You can no longer move clients back to it.
Moving portal templates
Classic templates work the same way, from Client Portal > My Templates. Instead of moving clients, click Replace with block version. New portals made from that template then use the block version, including portals created from your registration form or WooCommerce products. To undo it, click Restore Classic version.