Onboarding - FAQs - Which Clients Does the Onboarding Change Affect?

All clients are affected:

• Preloaded Members clients: already migrated to Onboarding — no action needed unless they want to add a verification step
• Work Email clients: can be migrated by a CSM without any visible impact to the client or their members
• List+ clients: Migration requires a membership upload file, and mapping updates since now List+ clients would need to provide either verification field data or an email to migrate.
• Approved by Admin clients: migration requires changes to the membership upload file mapping.
• Migration for all List, List+, Work email, and Approved by Admin schemes is planned to start from May 2026 and end in June 2026.