Know what must keep working
List checkout, login, account management, restricted content and onboarding email as separate checks. Add the integrations that matter to your business.
Check the backup plan
Agree where backups live, how often they run and who can restore them. A backup existing is different from a restore being tested. Avoid replacing current member data with an old database during a routine fix.
Review updates deliberately
Use staging when available, understand important plugin changes and keep a record of the release. A visual check alone cannot prove membership permissions are correct.
Separate care from development
Define the included time and the kinds of routine fixes it covers. Scope new features and existing faults separately so a maintenance relationship has clear expectations.
For help applying this to your site, explore membership website care.