I have set up several memberships but they are not integrating, or I haven't integrated them correctly. See the list on my screenshot.
Health Advocate is for anyone who signs up with their name and email address (I use Plugin User Role Editor Version 4.39 | By Vladimir Garagulya to customize roles). It is FREE
Nutrition Patron is privately assigned by me to clients who purchase services (mostly in-person, not sold online)
Additionally I'm developing online courses (e.g. Meal Plans) that are paid, but that's for another day...
Unfortunately, when a user sets up their account (see second screenshot ) even if they give me all the required fields (which I plan to simplify) they are not being automatically added to the FREE Health Advocate level. And... I cannot manually add them (see options in third screenshot ). What setting(s) do I need to use to assign all new users to the Health Advocate membership?
See 4th screenshot that was created when not logged in. It is of a page set in the Membership 2 Protection Rules to allow access only to Health Advocate and Nutrition Patron members (see 5th screenshot ). I did not check the Page Restriction box on Wordpress' Edit Page. Ideally, a non-logged in person (or guest) could see the page but not download the items. A slide-in or such with a prompt to log in and/or fields to create a FREE account would show up if they scroll down to see additional handout. How do I accomplish this?