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?