MANUAL

How to setup UM-Switcher

How to set up a subscription for a paid membership with Um Switcher.

We assume that you have installed and activated Ultimate member and WooCommerce first and then UM-switcher. We might also assume that you have some experience with installing and setting up Ultimate Member and Woocommerce. If you don’t have any experience with Ultimate Member and WooCommerce, make sure you read their documentation first.

User roles

First you have to create user roles that you use for your subscription plans. Per example: ‘active client’ and ‘not active client’, or ‘standard client’ and ‘premium client’. You’re free to use what best fits your situation.

Create a new profile (Ultimate member/Forms) or use a default one.

Profile fields

Insert form fields when you create a profile page and you can set up an access-based user role on each form field.

Privacy

Select: “Only visible to profile owner and specific roles”. This means that only this member (profile owner) and selected user roles can see these form fields’ content.

Select member roles

Select user role(s) that will have access (via the drop down menu). In this example we use user role: ‘active client’.

UM Expiry date

You will also find a field called: UM Expiry date. This field will display the expiry date of this user on your profile. Again, you can set up a user role(s) that will see this field.

WooCommerce Products

Create a new product and select from the Product data: “UM-Switcher Product”. Select the community role that will get access with a ‘paid’ subscription, and set up the expiration (end) for this subscription. You can also setup an e-mail reminder. These input fields are self-explanatory.

Register via WooCommerce

Add your just created (UM-Switcher) product to your shop page so your users can make a purchase. When users completed the order and paid for it, they will get the user role you have set before. When their subscription expires their user role will change back again, and some fields will not show any longer.

This is basically why we created and built UM-Switcher as a connection between Ultimate member and  WooCommerce. For features of these both plugins and how to set up this and that, you have to read their own documentation, because we do not cover these two plugins in our documentation about UM-Switcher.

Register via Ultimate member

You can also have users register via Ultimate member. Maybe you want your members to have a look around first before you offer them your membership plans. Members/users will have access to pages, fields and menu items based on their user role you have set up.

Your members first need to make a purchase to have access to all your goodies.

Installation process in 5 steps:

1 - How to install um-switcher.

Before installing UM-Switcher, make sure you already 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.