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Test my Setup

Test Setup of Member Manager Plugin

Test Online Payments

Once you have setup the Member Manger plugin, you can test your setup as follows:

  • Log completely out of your site.
  • From the front-end of your site, go to the membership form.
  • Complete the membership form.
    • NOTE: If you have the Members-Only feature activated, your membership form will show a user registration section.
    • If you are using the Member Updater plugin, new users will be registered as a ‘Business Editor
    • If you are not using Member Updater, new users will be registered as a ‘subscriber‘.
  • Once you have submitted the form, login in to your dashboard to see that the following have been created:
    • a new Business
    • a new People Record, connected to the Business
    • a new invoice created & connected to the Business 
    • NOTE: There is no need to manually create invoices. When it is time to renew, simple send your members a link to your renewal form. When they submit the form, an invoice will be automatically created.
  • Once payment has been completed, login to your dashboard to see the following:
    • Membership Renewal Date (MRD) has been updated in Business record for one year from date of payment.
      • NOTE: The Recurring Payments plugin uses MRD date to send renewal reminders.
    • Invoice has been marked ‘complete’ & Paypal information captured.
    • A copy of the completed invoice is sent to the site admin.
    • A copy of the completed invoice is sent to new member.

Pro Tip: Be sure you are logged out of the site before filling out the membership form and completing payment. This ensures that the checkout screen will pull up the new user’s account in order for payment process to complete correctly.

Membership Renewal

You do not need to create an invoice for your members to renew. You can simply send them a link to the renewal form when it is time to renew or setup automatic renewal reminders.

If you prefer to send an invoice manually, you can test your setup as follows:

  • Create a test Business, be sure to enter a billing email address under billing information.
  • Create a new invoice, be sure to connect the invoice to your test Business.
  • Click on ‘View Invoice’ (top of screen) to see the invoice as your member will see it.
    • Update Invoice ‘From’ Field: Go to Chamber Dashboard >> CD Settings >> Payments.
    • Update Invoice ‘To’ Field: Edit the Business billing information.
  • Go back to editing your invoice, use the ‘email invoice’ option on the right hand side to send a link to to your new invoice to the billing email from the Business listing.
Send email notification

Onboard new members to Chamber Dashboard

Recommended workflow for onboarding new members to Chamber Dashboard.

Automatically Lapse Overdue Memberships

The Member Manager can help you keep your Directory up-to-date by automatically marking overdue members as lapsed and hiding overdue listings until they are current again.

To test this process:

  • Go to Chamber Dashboard >> CD Settings >> Payments, check ‘Automatically Lapse Memberships’.
  • Create a test Business, set the status as ‘current’.
  • Create a new invoice. Set the Invoice Due Date for today.
  • Connect your new invoice with your test Business.
  • Tomorrow the Business will be marked as ‘lapsed’ and your invoice will be marked ‘overdue’.
  • Keep your directory current by selecting ‘Hide Lapsed Members’ under Member Manager Options as well.

NOTE: If it takes more than 1 day for the Business to be marked ‘lapsed’, you may want to update your timezone. From your dashboard, go to Settings >> General to set the timezone for your WordPress website.

Onboarding your members to the Chamber Dashboard payment system.

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