Getting Started

The AccessAlly User Guide

This comprehensive step-by-step guide will walk you through setup.


Moving from another platform or plugin? Here's how to migrate.


Set up your first course with the Course Wizard.


Tap into all of AccessAlly's functionality with shortcodes.


Make sure everything works, and troubleshoot any issues.

Design & Theme Recommendations

AccessAlly works “behind the scenes”, and is virtually invisible to members. The visible parts of your site, like colors, fonts, layouts, and menus, depend on your WordPress theme.

CRM Automations

To control access to your AccessAlly site, you'll create CRM automations that are made up of tags, webhooks, and other elements.

CRM Automations

Discover the power of your email marketing automation platform to create evergreen, dripped, and live courses and memberships.


Find out how tags control permissions and dripped content.


Learn how CRMs talk to AccessAlly to update contacts.

Selling Your Content

AccessAlly comes with a built-in payment system which integrates with Stripe and PayPal. Or, you can use other shopping cart solutions by integrating with your CRM.


Design offers and order forms to take payments directly.

Affiliate Programs

Establish affiliate tiers, links, and dashboard for referral tracking.

Specific Use Cases & Feature Guides

Explore the full scope of AccessAlly's LMS and membership features, to help your students learn better and stay engaged.

Progress Tracking

Create checklists, track student progress, and display it.


Create different types of tests and quizzes to assess students.

Assignments & Notes

Let students submit homework or keep private notes inside courses.

Bulk Course Enrollment

Enroll groups of students into umbrella accounts, with Teams.

Member Directories

Design searchable directories to help students connect.

Custom Operations

Add gamification, display countdowns, and trigger events.


Send invoices, affiliate notifications, and more.

Looking for PopupAlly tutorials?

You can find them here:

(or use the search box at the top of the site!)