Run the setup wizard

0:00 4:56
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

Setup wizard progress bar with six steps: License, General Options, Payment Options, Membership Plan, Email Notifications, Complete
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
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
General Options with their default values.
New Members WordPress Role

The WordPress role given to people who register.

Default: Subscriber

Default Currency

The currency of your Membership prices.

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.

Default: Off

Enable Anonymous Usage Tracking Data

Sends anonymous usage data. See Usage Tracking.

Default: On

Payment Options

Wizard step 3 Payment Options with Stripe Connect Payment switched on, Connect with Stripe button and webhook URL
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 to add in Stripe, with all events from Charge, Customer, Invoice and Subscription Schedule. See 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
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, expiry rules and the rest later. See Create your first Membership.

Email Notifications

Wizard step 5 Email Notifications with sender email and name, and six default notifications switched on
Sender details and the default notifications.
Email AddressRequired

The address emails are sent from.

Default: Your WordPress admin email

Name

The sender name members see, such as your site name.

Default Email Notifications

Which emails to create now:

  • 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
The wizard is done.

The last screen confirms the setup and links to the dashboard, the documentation and the 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 ClubA 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 pagesCheck the pages the plugin created.Create your first MembershipAdd trials, expiry rules and more.Restrict your first pageLock content to a Membership.Connect a payment gatewayAdd more ways to pay.

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