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Payments

26
  • Set your currency
  • Create coupon codes
  • Let members choose a payment method
  • Accept bank transfers
  • Send invoices
  • Set up 2Checkout
  • PayPal doesn’t show the credit card option
  • Paid, but the Membership is still on hold
  • Move from Stripe Checkout to Stripe Connect
  • Set up Stripe
  • Charge taxes
  • Sell Memberships with WooCommerce
  • Set up Stripe Checkout
  • Set up PayPal Standard
  • Set up PayPal Express Checkout
  • Set up Mollie
  • Set up Braintree
  • Set up Authorize.net
  • Set up PagSeguro
  • Set up Razorpay
  • Set up Paystack
  • Set up PayFast
  • Configure the checkout page
  • Customize the thank you page
  • Manage payments and orders
  • Change a paying member’s plan, price or dates

Troubleshooting

12
  • Plugin or license won’t activate
  • Dates and times look wrong
  • Server errors and blocked plugin files (500, 403)
  • Known compatibility issues
  • Emails are not sent
  • PayPal doesn’t show the credit card option
  • Paid, but the Membership is still on hold
  • Login and registration problems
  • Restricted content is visible to everyone
  • Find plugin conflicts with Safe Mode
  • Fix redirect loops and pages that bounce
  • Move your membership site to a new domain or host

Getting Started

14
  • Find and activate your license key
  • Update the plugin
  • Plugin or license won’t activate
  • Move your license to another site
  • Requirements
  • Set up the membership pages
  • Create your first Membership
  • Restrict your first page
  • Connect a payment gateway
  • Customize what members see (Showcases)
  • How Ultimate Membership Pro works
  • Install Ultimate Membership Pro
  • Run the setup wizard
  • Move your membership site to a new domain or host

Content Restriction

12
  • Release content over time (Drip Content)
  • Notify members when drip content unlocks
  • Control access to the WordPress dashboard
  • Restrict content with Access Rules
  • Show menu items only to some members
  • Hide part of a page (Inside Locker)
  • List the posts a member can access
  • Restricted content is visible to everyone
  • Limit post views, posts and comments per Membership
  • Let search engines index restricted pages
  • Fix redirect loops and pages that bounce
  • Show teasers of restricted content

Members & Member Portal

14
  • Add custom tabs to the Member Portal
  • Manage your members
  • Import members from a CSV file
  • Give each member a private page
  • Track member activity
  • Show public member profiles
  • Add a member and assign a Membership
  • Set up the Member Portal
  • Customize the profile form
  • Customize the Subscriptions and Payments tables
  • Export and import plugin settings
  • Read your membership reports
  • List members on your site (Members Directory)
  • Usernames, emails and member IDs

Registration & Login

23
  • Prevent account sharing
  • Use the built-in special fields
  • Style the WordPress login page
  • How password reset works
  • Verify members’ email addresses
  • Add custom fields to the registration form
  • Add a logout link to your menu
  • Change plugin texts and messages
  • Add Google reCAPTCHA
  • Let members log in with social accounts
  • Invite-only registration
  • Redirect members after login
  • Stop spam registrations
  • Add your own redirect links
  • Login and registration problems
  • Registration with email only (Register Lite)
  • Redirect members after registration
  • Block brute-force login attempts
  • Set up the registration form
  • Set up the login form
  • Login and registration popups
  • Log in with a one-time link
  • Usernames, emails and member IDs

Developers

7
  • Use the API Gate
  • Translate the plugin
  • Override templates in your theme
  • Style forms and pages with CSS
  • Translate with WPML
  • Hooks and filters reference
  • Shortcodes reference

Emails & Notifications

6
  • Change the sender name and email
  • Collect newsletter subscribers (Opt-In)
  • Set up email notifications
  • Emails are not sent
  • Send push notifications with Pushover
  • Get a weekly summary email

Integrations

11
  • Show the Member Portal in BuddyPress profiles
  • Limit downloads with Download Monitor
  • Reward purchases with myCred points
  • Show the Member Portal in WooCommerce My Account
  • Sell Memberships with WooCommerce
  • Member discounts on WooCommerce products
  • Use the Elementor widgets
  • Use the block editor (Gutenberg) blocks
  • Connect Zapier
  • Connect InfusionSoft (Keap)
  • Track events in Kissmetrics

Memberships

15
  • Build your pricing page
  • Offer a free or paid trial
  • Let members choose their price
  • Membership statuses explained
  • Allow only some payment methods for a Membership
  • Give members a printable Membership card
  • Sell Memberships as gifts
  • Show Membership badges
  • Control who can buy a Membership
  • Sell sites in a WordPress MultiSite network
  • Start a Membership after a delay
  • How renewals, cancellations and expiry work
  • Upgrade and downgrade with prorated charges
  • Ask members why they cancel
  • Change a paying member’s plan, price or dates

Pro Add-ons

41
  • Install a Pro add-on
  • Give group accounts to companies (My Group Accounts)
  • Give members a WordPress role (WordPress User Roles)
  • Give a team member access to the dashboard (Manager Role)
  • Give one Membership access to everything (Granted Subscription)
  • Open restricted content to trusted IP addresses (Granted Access Based On IP)
  • Limit how many people can buy a Membership (Limited Subscriptions)
  • Sell a single post or page (Pay Per Post)
  • Lock Elementor widgets and sections by Membership (Elementor Widget Lock)
  • Lock Divi sections, rows and columns by Membership (Divi Content Locker)
  • Hide any page element by CSS class or ID (Hidden HTML Elements)
  • Show a different menu to each Membership (Restrict WP Menu)
  • Show widgets only to some members (Restrict WP Widgets)
  • Hide old content from new members (Restrict Past Content)
  • Start restricting a post on a date (Restriction Hold)
  • Make a restricted post free on a date (Restriction Release)
  • Show JivoChat only to certain members (Restrict JivoChat)
  • Give members a personal feed of their content (Member RSS)
  • Split registration into two steps (Two Step SignUp)
  • Set up Two Factor Authentication for member logins
  • Hide the WordPress login page (Hidden WP Login)
  • Let members choose a new password on your own page (Manage Reset Password)
  • Send members back to the page they wanted (Redirect Back)
  • Redirect members after a WooCommerce login (WooCommerce Redirect)
  • Block registrations from certain IP addresses (IP Registration)
  • Block disposable email addresses (Blacklist Disposable Emails)
  • Let members invite their friends (Invite Your Friends)
  • Let members delete their own account (Delete My Account)
  • Show Member Portal tabs only to some Memberships (Restrict My Account Tabs)
  • Prevent early cancellations of a subscription (Prevent Subscription Cancellations)
  • Track when members were last active (Customer Activity Tracking)
  • Add members to Mailchimp audiences (MailChimp Pro)
  • Add members to Mailster lists (Mailster Pro)
  • Add members to MailPoet lists (MailPoet Integration)
  • Add members to ConvertKit (ConvertKit Integration)
  • Get Slack messages for new members (Slack Integration)
  • Remind members to pay pending orders (Payment Reminder)
  • Export orders to a CSV file (Export Orders To CSV)
  • Restart invoice numbering (Reset Invoice ID)
  • Show content or links by login status with Extended Shortcodes
  • Clear test data before launch (Remove Dummy Data)
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  • Set up the login form

Set up the login form

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5 minBeginnerUltimate Membership Pro 14.2+

The Ultimate Membership Pro login form is where your members sign in to reach their content and their Member Portal. The plugin gives you one form with 13 templates, a few on/off options and its own messages, and you can place it on any page.

This guide sets up the login form for the Coaching Club site: the template, the links under the fields, the messages, and what happens after a member logs in.

Before you start

  • Your Login Page is set. The plugin creates a Member Login page with the [ihc-login-form] shortcode when you activate it. See Set up the membership pages.
  • For the Lost your password? and Register links, the Lost Password Page and Register Page are set in the same place.

Open the Login Form showcase

  1. Go to Ultimate Membership Pro›Showcases and open Login Form.
  2. Stay on the Login Form Showcase tab. The Custom Messages tab holds the texts (Step 4).

The two tabs save separately: each one has its own Save Changes button and saves only its own fields.

Pick a template

In the Login Form Display card, click a thumbnail under Login Form Template. The Preview card on the same screen shows the form with your choice.

Login Form Display card with 13 template thumbnails, Flat New Style #11 selected
Flat New Style (#11) is the default template.
Login Form Template

The look of the form: Standard, Basic, BlueBox, Simple Green, Labels, Premium, Double Long, Border Pink, Radius Gradient, Simple BootStrap, Flat New Style, MegaBox or Ultimate Member. The same template is used by the Lost Password form.

Default: Flat New Style (#11)

Choose what the form shows

The Additional Options card switches the extra parts of the form on or off. The numbers match the screenshot.

Additional Options card with five switches: Remember Me, Lost your password, Social Media Login Buttons, Register Link and ReCaptcha
The default options: Remember Me, lost password and register links on; social buttons and reCAPTCHA off.
1Display Remember Me Link

A Remember Me checkbox. When a member ticks it, they stay logged in for longer on that browser.

Default: On

2Display Lost your password Link

A Lost your password? link to the Lost Password Page. See How password reset works.

Default: On

3Display Social Media Login Buttons

Buttons for the social networks you set up and switched on in Settings›Social Connect. With no network active, nothing shows. See Let members log in with social accounts.

Default: Off

4Display Register Link

A link to your Register Page for visitors who don’t have an account yet.

Default: On

5Display ReCaptcha Verification box

A Google reCAPTCHA box. It shows only after you save your keys in Settings›reCaptcha Setup. See Add Google reCAPTCHA.

Default: Off

Below these options, the Custom CSS card takes CSS rules for the form. They load on every page that shows it. See Style forms and pages with CSS.

Click Save Changes.

Edit the messages

Open the Custom Messages tab. The Login Messages section holds the texts members see while they log in.

Custom Messages tab of the Login Form with the five Login Messages and their default texts
The login messages with their default texts.
Successfully Message

Replaces the form after a successful login when no redirect is set (see below).

Default: Welcome to our Website!

Default Message for pending members

For members whose account is waiting for your approval.

Default: Your account has not been approved. Please retry later

Default message for error on social login

When someone uses a social button that isn’t linked to an account on your site.

Default: You are not registered with this social network. Please register first!

General Error Message

Wrong username, email address or password.

Default: Invalid email address or password entered

Email Address not Approved

For members who haven’t clicked their email verification link. See Verify members’ email addresses.

Default: The email address has not been confirmed yet

Click Save Changes on this tab. The other messages on the screen belong to the Lost Password form. For every other text, see Change plugin texts and messages.

Check the form on your site

Open your Login Page in a private (incognito) window. This is what visitors see:

Member Login page with the Flat New Style login form: Username, Password, Remember Me, Lost your password link, Log In button and Register link
The login form on the Member Login page.

Members can type their username or their email address in the first field. Who sees what on a page with the form:

Visitors

The login form.

Logged-in members

Nothing. If they open the Login Page itself, they’re sent to the Member Portal (My Account), because of the Locker the plugin sets on that page.

Administrators

A yellow notice instead of the form, so you know it’s there. Other users never see this notice.

Member Login page viewed by a logged-in administrator: an Administrator Info notice is shown instead of the login form
Logged in as an administrator, you see this notice instead of the form.

Add the form to another page

Paste the shortcode into any page, post or widget. The screen shows it at the top with a Copy button.

Login form

[ihc-login-form]

Attributes change one form without touching the saved settings. Use 1 for on and 0 for off:

template

A template by its key, from ihc-login-template-1 to ihc-login-template-13. The number is the one on the thumbnail.

remember

Show the Remember Me checkbox.

lost_pass

Show the Lost your password link.

register

Show the Register link.

social

Show the social login buttons.

captcha

Show the reCAPTCHA box.

A compact form for a sidebar, without the register link

[ihc-login-form template="ihc-login-template-3" register="0"]

Page builders have it too: the Elementor widget UMP – Login Page and the WPBakery element Membership Pro – Login Form add the form with the saved settings. To open the form in a popup instead, see Login and registration popups.

What happens after login

The plugin looks for a destination in this order and uses the first one that applies:

  1. Login inside a Locker: when the member logs in from the form on a restricted page, they stay on that page and now see the content.
  2. Login Redirects+ module: a page per Membership, when the module is on. See Redirect members after login.
  3. After Login: the page set in Settings›Pages Setup, card Redirects Setup. After install it’s My Account, the Member Portal.
  4. Do Not Redirect: when After Login is set to Do Not Redirect, the member stays on the same page and the form is replaced by the Successfully Message.

Members who can’t log in yet

Some accounts exist but aren’t allowed in yet. The form tells them why, and they stay logged out:

Waiting for approval

Accounts you approve by hand (pending). They see the Default Message for pending members. Approve them with Approve Member in the ⋮ menu of the Members list; see Manage your members.

Email not verified

When email verification is on and the member hasn’t clicked the link yet. They see Email Address not Approved.

Suspended accounts

Members whose account is suspended see “Something went wrong, please try again later!”.

Test with a real member account

Keep a test member with a known password and log in with it in a private window. As an administrator you only see the notice, not the form.

Example: the Coaching Club login page

Member LoginVisitors log in on Member Login and land in My Account.
Login Page
Member Login, with [ihc-login-form]
Login Form Template
Flat New Style (#11)
Remember Me, Lost your password, Register
On
Social Media Login Buttons, ReCaptcha
Off
After Login
My Account
General Error Message
Invalid email address or password entered

Troubleshooting

Why does the login form say “Invalid email address or password entered”?

Ultimate Membership Pro shows this message when the username, email address or password is wrong, or a field was left empty. Ask the member to reset the password with the Lost your password link. If it happens with the right password, another login or security plugin may block the sign-in: test with other plugins switched off.

Why does a member see “Your account has not been approved. Please retry later”?

The login form shows this message when the member is waiting for your approval. In Ultimate Membership Pro › Members, open the ⋮ menu of the member and click Approve Member.

Why does the login form say “The email address has not been confirmed yet”?

The login form shows this message when the member hasn’t clicked the link in the verification email. You can also click Approve Email in the member’s ⋮ menu in Members.

Why does the login form say “Something went wrong, please try again later!”?

The login form usually shows this message when the page was served from a cache, or left open for a long time, so the form’s security check expired. Reload the page and exclude the Login Page from page caching. Members whose account is suspended also see this text.

Why do I only see a yellow “Administrator Info” box instead of the login form?

Ultimate Membership Pro shows the yellow “Administrator Info” box because you’re logged in as an administrator. Open the page in a private window to see the form.

Why don’t the social login buttons show on the login form?

The social login buttons show on the login form only when at least one network is switched on in Settings › Social Connect and Display Social Media Login Buttons is on in Additional Options.

Why does the Lost your password or Register link go nowhere?

The Lost your password and Register links go nowhere when no Lost Password Page or Register Page is selected. Pick both pages in Settings › Pages Setup.

More fixes: Login and registration problems.

What’s next

Redirect members after loginSend each Membership to its own page.Login and registration popupsOpen the form from a menu or a button.How password reset worksThe Lost your password flow.Block brute-force login attemptsLock out repeated failed logins.

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Ultimate Membership Pro

The WordPress membership plugin for recurring payments, content restriction and member profiles. Made by WPIndeed Development since 2015.

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