08. Best Practices for MemberDash

Using MemberDash effectively is about more than installation — it's about structuring membership plans and course rules so access stays correct as your content and members change. These practices help you streamline workflows, keep course access reliable, and avoid common pitfalls.

Documentation in progress

The specific practices below are being expanded during the docs refresh (2026-06-22).

At a glance

• Keep one membership plan responsible for a given set of courses, so access changes are predictable.
• Prefer course-category rules when a plan should always include "everything in this category," including courses added later.
• Test a plan end-to-end (grant a membership, confirm enrolment; cancel, confirm removal) before relying on it.