--- title: Run the setup wizard description: "Use the six-step setup wizard to activate your license, set the currency, turn on a payment gateway, create your first Membership and choose the default emails." url: "https://ultimatemembershippro.com/docs/run-the-setup-wizard/" updated: "2026-10-18" category: Getting Started --- # Run the setup wizard 10 minBeginnerUltimate Membership Pro 14.2+ The Ultimate Membership Pro setup wizard gets a new membership site running in six short steps. It activates your license, sets the basics such as the currency, turns on a payment gateway, creates your first Membership and picks the emails members receive. On a new install, the wizard opens the first time you open any Ultimate Membership Pro screen. This guide goes through each step. Before you start - Ultimate Membership Pro is installed and active. See [Install Ultimate Membership Pro](https://ultimatemembershippro.com/docs/install-ultimate-membership-pro/). - Your license key is at hand. See [Find and activate your license key](https://ultimatemembershippro.com/docs/where-to-find-your-license-key/). - To take [card payments with Stripe](https://ultimatemembershippro.com/integrations/stripe/), you have a Stripe account you can log in to. [![Setup wizard progress bar with six steps: License, General Options, Payment Options, Membership Plan, Email Notifications, Complete](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-00-progress.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-00-progress.png) The six steps of the wizard. Click Continue to save a step and move to the next one, or **Back** to return. The last step's button reads Complete. ## License [![Wizard step 1 License with Customer Name, Vendor and License Code fields and the Activate License button](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-01-step.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-01-step.png) Activate your license in the first step. Customer Name Your name. VendorRequired Leave it on **Store**. Default: **Store** License CodeRequired Paste your key, then click **Activate License**. Your browser briefly goes to the license server and comes back. You can't continue without an active license. To do it later, click **Skip this Step**. ## General Options [![Wizard step 2 General Options with role, currency, currency position, country and three switches](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-02-step.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-02-step.png) General Options with their default values. New Members WordPress Role The [WordPress role](https://wordpress.org/documentation/article/roles-and-capabilities/) given to people who register. Default: **Subscriber** Default Currency [The currency of your Membership prices](https://ultimatemembershippro.com/docs/change-default-currency/). Default: **U.S. Dollar ($)** Currency Position Whether the currency symbol shows before (Left) or after (Right) the price. Default: **Right** Default Country Pre-selected in country fields. Default: **United States (US)** After signing up, customers are automatically logged in Turn it on to skip the login step after registration. Default: **Off** Turn On Search engines Access for Restricted pages [Lets search engines index pages you restricted](https://ultimatemembershippro.com/docs/let-search-engines-index-restricted-pages/). Default: **Off** Enable Anonymous Usage Tracking Data Sends anonymous usage data. See [Usage Tracking](https://ultimatemembershippro.com/usage-tracking/). Default: **On** ## Payment Options [![Wizard step 3 Payment Options with Stripe Connect Payment switched on, Connect with Stripe button and webhook URL](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-03-step.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-03-step.png) Stripe Connect, PayPal and Wire Transfer can be set up here. Turn on at least one gateway. You can add the others later from the Payment Gateways screen. Stripe Connect Payment Choose **Sandbox** or **Live**, then click **Connect with Stripe** and log in to Stripe. Under **Webhook Setup** the wizard shows the [webhook URL](https://docs.stripe.com/webhooks) to add in Stripe, with all events from Charge, Customer, Invoice and Subscription Schedule. See [Stripe Connect - Setup Documentation](https://ultimatemembershippro.com/docs/stripe-connect-setup-documentation/). PayPal Payment Choose Sandbox or Live and enter your **Merchant Email** and **Merchant account ID**. Wire Transfer Payment Write the **Wire Transfer Instructions** buyers see after they order, such as your bank details. Label The name of each gateway as buyers see it. ## Membership Plan [![Wizard step 4 Membership Plan with the name Pro Monthly, Recurring Subscription, a 1 month billing cycle and an amount of 19](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-04-step.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-04-step.png) The example plan: Pro Monthly, $19 every month. Membership NameRequired The plan name members see. Access Type LifeTime, Limited Time, Recurring Subscription or Date Range. Default: **LifeTime** DurationLimited Time How long access lasts, for example 3 Months. Fix Starting Date and Fix Expiration DateDate Range The first and last day of access. Billing CycleRecurring Subscription How often the plan renews, for example 1 Months. Membership Amount Leave it empty or 0 for a free Membership. A Recurring Subscription needs an amount. You can add [trials](https://ultimatemembershippro.com/docs/set-trial-level/), expiry rules and the rest later. See [Create your first Membership](https://ultimatemembershippro.com/docs/step-2-create-levelssubscriptions/). ## Email Notifications [![Wizard step 5 Email Notifications with sender email and name, and six default notifications switched on](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-05-step.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-05-step.png) Sender details and the default notifications. Email AddressRequired [The address emails are sent from](https://ultimatemembershippro.com/docs/change-sender-email-address/). Default: **Your WordPress admin email** Name The sender name members see, such as your site name. Default Email Notifications [Which emails to create now](https://ultimatemembershippro.com/docs/how-to-send-notifications/): - A new Payment has been created - Payment confirmation has been received - A new subscription has been assigned to the customer - Notify the customer that his subscription has expired - Admin has given his approval to the account - The account has been deactivated Default: **All on** ## Complete [![Wizard Setup Completed screen with links to the dashboard, documentation and add-ons](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-06-step.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-setup-wizard-06-step.png) The wizard is done. The last screen confirms the setup and links to the dashboard, the documentation and [the add-ons](https://ultimatemembershippro.com/add-ons/). The wizard doesn't run again after this; change the same options later under Ultimate Membership Pro*›*Settings. ## Skip the wizard Prefer to set things up yourself? Click **Skip The Wizard and Setup Manually** at the bottom of any step. The plugin then creates the default email notifications and three demo Memberships (**Free**, **One Time Plan** and **Recurring Plan**) and opens the Members screen. Edit or delete the demo plans when you create your own. Left the wizard halfway? If you leave the wizard without finishing or skipping it, the plugin shows a warning that the **Wizard Setup** was not completed, with a link back to it. You can dismiss the warning for 48 hours. ## Example: Coaching Club **Coaching Club**A new site that sells a monthly plan with Stripe. **License** : Activated in step 1 **New Members WordPress Role** : Subscriber **Default Currency** : U.S. Dollar ($) **Payment Options** : Stripe Connect Payment, Live **Membership Name** : Pro Monthly **Access Type** : Recurring Subscription **Billing Cycle** : 1 Months **Membership Amount** : $19 **Sender Name** : Coaching Club ## Troubleshooting “Please activate Ultimate Membership Pro.” The license isn't active yet. Activate it in step 1, or click Skip this Step. “Please select at least one Payment Service.” Switch on Stripe Connect, PayPal or Wire Transfer in step 3. “Please complete Setup and connect your Stripe Account.” Click Connect with Stripe and finish the connection in Stripe, or switch Stripe off. “Please Enter a valid Membership Name” or “Please complete the price of the Membership” Fill in the Membership Name. A Recurring Subscription also needs an amount above 0. The wizard doesn't open It only opens on new installs. Once finished or skipped, use the Settings screens. ## What's next [**Set up the membership pages**Check the pages the plugin created.](https://ultimatemembershippro.com/docs/step-1-set-default-pages/)[**Create your first Membership**Add trials, expiry rules and more.](https://ultimatemembershippro.com/docs/step-2-create-levelssubscriptions/)[**Restrict your first page**Lock content to a Membership.](https://ultimatemembershippro.com/docs/step-3-restrict-pagescontent/)[**Connect a payment gateway**Add more ways to pay.](https://ultimatemembershippro.com/docs/step-4-set-payment-gateway-if-applicable/)