With the Advanced Member Site Extension (AMS), you will be able to setup multiple levels of paid membership on your site, as well as have more powerful automatic assignment controls for posts, pages and files.


Registration Levels

After activating AMS, the first thing you will want to do is setup your member Registration Levels. This is where you will determine the prices of your desired membership levels, as well as dictate what content (Portal Pages, Circles, etc) is assigned to clients/members of various levels. If you don't already have this content created, creating the Registration Levels will help you get an idea for what you need, and you can always go back and edit the Registration Levels later.


To create a new Registration Level, navigate to WP-Client-->Advanced Members-->Settings, and scroll down to the section labeled "Registration Levels"

See example screenshot HERE


When creating a new Registration Level, you will be presented with several settings and fields to fill out.


Title

This is the title of the Registration Level. This will appear in several places, including being the source of the "{level_name}" placeholder that displays on the Client Registration Form.


Level ID

This the ID number for the Registration Level. This number is automatically generated when creating a new Registration Level, and the number cannot be edited or changed. This ID number is only used by the inner workings of the plugin, and is never displayed to a client/member.


Description

This is the description of the Registration Level. This will appear in several places, including being the source of the "{level_description}" placeholder that displays on the Client Registration Form. The text in this field is also what will display on the payment page when a new client/member is checking out after registering.


Circles

This is where you will choose what Circles clients/members of this Registration Level will be assigned to. You can use Circle assignments to dictate many things, such as what files and Portal Pages a new client/member automatically has access to, what HUB Template they see, what WPC-Manager is assigned to them, and so on.


Portal Profiles

This setting allows you to assign Portal Page Profiles to the Registration Level. Each client/member that is registered under this Registration Level will have any assigned Portal Page Profiles created for them. You can read more about Portal Page Profiles in the corresponding section below.


Currency

This is the financial currency that the level payments will be charged in. Each Registration Level can have it's own currency setup, but the different costs within an individual Registration Level will use the same currency. New currencies can be added by navigating to WP-Client-->Settings-->General

See example screenshot HERE


Payment Type: One Time VS Recurring Period VS Expiration Period

Under the Payment Type settings, you will be able to set the various costs of the Registration Level, using three different options.


In all cases, "Price To Access" is the initial cost of the Registration Level, meaning the price that the client/member will pay when they first register. Clients/members will only pay the Price To Access once, when they first sign up. If you only intend to charge an initial price for sign-up, and do not wish to charge ongoing membership fees, then you can use the "One Time" payment type, and set the "Price To Access" setting to your desired membership cost for that Registration Level.


If you wish to incur a regular charge for your memberships (monthly, yearly, etc), then you can setup the Registration Level as either "Expiration" or "Recurring". Expiration and Recurring payment types have some similarities, but also some key differences.


First, Recurring memberships automatically renew themselves, as long as your payment gateways are setup to allow recurring charges. This is handled by your chosen payment gateway, and the client/member will automatically be charged based on the "Next Cycle Price" and "Recurring Period" settings for that Registration Level. The recurring cost will be charged to the same card/account that they used for initial payment when they first registered. For example, if a Registration Level is set to have a Next Cycle Price of $10, and a Recurring Period of 1 month, then the client/member will automatically be charged $10 per month, after the first month.

NOTE: Not all payment gateways support automatically recurring charges, so not all gateways will be able to be used for Recurring payment types.


Expiration memberships, on the other hand, are not auto-charged. When a client/member registers under a Registration Level that has an Expiration period set, the membership will run the course of that period (equivalent to one "Expiration Period" in settings), and then the membership will automatically end. The client/member will then be prompted to either renew their membership (based on the "Renewal Price" setting), or choose a new Registration Level (they can choose the same level again if desired) and pay again upon their next login, depending on what is set in the AMS "global" settings for "After Expiration/Canceling". You can think of Expiration types as "one-time" or "manual renewal" memberships.


In the case of both Expiration and Recurring payment types, both will have a "Title of Period" field, that is used for the placeholder "{period}". This can be used to create a "text-friendly" version of the Registration Level period, for use in things like the Level Title Template settings. For example, if you have a period set for $10, recurring every 1 month, you could set the Title of Period to "Monthly". Then, in the Level Title Template, if you set the placeholders as "{level_renewal_cost}/{period}", it will display on the Client Registration Form as "$10/Monthly".


Redirect

If you are using a custom payment gateway, you can define a specific redirect URL for each Registration Level in this field. If you are using one of WP-Client's built-in payment gateways, this setting is not required.


Global Settings

In addition to the individual Registration Level settings, there are also several "global" settings in AMS that will apply to the extension.

See example screenshot HERE


Enable Paid Registration for Members

This setting turns the paid registration functionality on and off. If disabled, you will still be able to adjust settings, create new Registration Levels, etc, but clients/members will not see any AMS functionality/features on the frontend.


Payment Gateways

Use this setting to select which payment gateways you would like to use for AMS. Each selected gateway (if properly setup at WP-Client-->Settings-->Payment Gateways) will be provided as checkout options to clients/members that register. If only one payment gateway is selected, the client/member will not be given a choice, and they will be automatically redirected to the checkout page for that particular gateway. To setup a new payment gateway, navigate to WP-Client-->Settings-->Payment Gateways

See example screenshot HERE


Circles (for all levels)

This is where you will choose what Circles clients/members will see. Any Circle selected here will be assigned to ALL clients/members that register, regardless of what Registration Level they choose. You can use this setting to automatically assign "general" resources to all clients/members at once, such as general "welcome" files, "getting started" Portal Pages, etc.


Portal Profiles (for all levels)

This setting allows you to assign Portal Page Profiles to all clients/members. All clients/members that register (regardless of Registration Level) will have any assigned Portal Page Profiles created for them. You can read more about Portal Page Profiles in the corresponding section below.


Level Title Template

Use this setting to format how the Registration Level text (title, description, and cost) will be displayed in the dropdown selectbox on the Client Registration Form. When adjusting this setting, please use the following placeholders: {level_cost}, {level_renewal_cost}, {period}, {level_name}, and {level_description}


After Expiration/Canceling

This setting allows you to dictate what will happen to user memberships that end, either due to lack of payment, their Expiration Period ending, or canceling.


Require Client to pay again (at original price level)

With this option, clients/members will remain assigned to all of their current Circles, and they will be prompted to renew their membership based on the prices of levels when they first registered. This means that they will be able to continue with their current membership level, even if that level has been changed or deleted since they first registered.


Require Client to pay again (at new price level)

With this option, clients/members will be unassigned from all of their current Circles, and they will be prompted to choose from the current Registration Levels you have setup. This means that they will incur prices based on your current Registration Levels, as opposed to the setting above that allows the client/member to renew based on previous pricing. In either instance, however, the client/member will only be paying the "Renewal" or "Next Cycle" price. Renewing clients will never be prompted to pay the initial "Price To Access" again, unless they are upgrading their level.


Assign to default level (with option to upgrade to another level)

Choosing this option, any clients/members who end their membership will automatically be assigned to whichever Registration Level you set as the "default" level, and they will have the option to upgrade their level from their Client Profile. You can use the radio button next to each Registration Level to set a default.

See example screenshot HERE


Portal Page Profiles

Portal Page Profiles are essentially an expansion on the Portal Page Template functionality from WP-Client CORE. Portal Page Profiles allow you to create multiple pre-existing "templates" for multiple Portal Pages, and assign them to Registration Levels and/or Circles. When a new client/member is registered, multiple new Portal Pages can be created and assigned to that user automatically, based on their assigned Portal Page Profiles. These templates can be formatted in the same manner as a normal Portal Page, and can be filled with any content that you like, including standard WP-Client shortcodes and placeholders.


Additionally, placeholders can be used directly in the Profile Title field, which allows you to have the Profile generate Portal Pages with unique titles and permalinks, all from one Portal Page Profile. For example, you could create a Portal Page Profile called "{client_name}'s Welcome Page", and assign it to the "Basic" Registration Level. After that, let's say a new client/member named "Joe Blow" registers, and signs up for the Basic Registration Level. After registration, Joe will automatically have a Portal Page created called "Joe Blow's Welcome Page", with a pretty permalink to match! Portal Page Profiles aren't one-time use either, so you can setup the Profile once, and it will continue to do work for each new client/member that registers. It is important to note, though, that Portal Page Profiles are not required in order to setup and use AMS, so if you do not desire to have these automatic pages created for new clients/members, you can simply not assign any Portal Page Profiles when setting up your Registration Levels.


To create a new Portal Page Profile, navigate to WP-Client-->Advanced Members-->Portal Page Profiles

See example screenshot HERE


From there, you will be taken to a blank "Add New Page" editor, where you can fill in any of the content you would like to be included in the page, including WP-Client placeholders and shortcodes.

See example screenshot HERE