How to setup UM-Switcher
1 - How to install um-switcher.
Before installing UM-Switcher, make sure you have installed and activated Ultimate Member and Woocommerce. You have two options to upload the UM-Switcher plugin:
- Upload unzipped UM-Switcher via FTP to wp-content/plugins.
- Upload zipped UM-Switcher via Add Plugin Feature.
2 - Setup Ultimate member profile fields
Create an Ultimate Member profile and set Restricted Profile fields like ‘contact details’ via Privacy selection. Hit: only specific member roles, and enter the community role ‘active client’.
3 - Create your um-switcher product
Go to Woocommerce/products/add new product, and select UM-Switcher Product via the Product Data drop down. Fill in all necessary fields, and select ‘Send a Reminder’ if you also want to send e-mail reminders. Then hit save.
4 - Create a Cronjob
- Fill in the server settings at the Cronjob settings.
- Go to your hosting panel and create a suitable cronjob.
You can set an interval as low as one minute, but you should consider a reasonable value of 5-15 minutes as well.
If you need help setting up a cron job, please check the documentation that your hosting provider offers.
5 - Create Ultimate Member on-hold role
This version requires a default custom role for on-hold. Please see attached screenshot. This is the area where you’re able to set a limit to your member, and assign only specific functions that they can access while their order status is on-hold. This is only for via bank, cash etc. though.