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07. Best Practices

Recommendations for setting up and running MemberSync reliably.

Test with a closed course and a fresh user​

Free or open LearnDash courses are accessible to everyone, so granting access to one has no visible effect. When you're verifying that MemberSync works, use a closed course and a new user who has no prior access. That way, a grant or removal is unmistakable.

Remember that access can come from more than one place​

A learner might have a course through a membership, a license, and it being free. MemberSync only removes access a learner doesn't otherwise hold, so if access "won't go away," check whether they still have it another way.

Give background syncs time​

When you change a membership plan's courses, MemberSync re-syncs affected members in the background, in batches. On plans with many members this isn't instant. Allow a little time before concluding something is wrong.

Choose the right access model​

  • Memberships suit ongoing, individual access tied to membership status.
  • Licenses suit bundled or one-off access, and selling access as a purchasable unit.
  • Organizations and seats suit selling to companies and teams, where one buyer provisions access for many people.

You can combine these on the same site.

Keep everything updated​

Keep MemberSync, LearnDash, WooCommerce, WooCommerce Memberships (and Teams/Subscriptions if used) on their current versions, along with WordPress and PHP. Many issues are already fixed in newer releases.

Back up before migrating​

If you're moving from an older MemberSync installation, take a full database backup first. See How to migrate from the old MemberSync system.