You’ve got your online course or membership set up in HighLevel.
A new client signs up. Woo! 🎉
And then you manually go into their contact record, assign access, add them to a group, send a welcome email, and somewhere in the middle of that, your brain melts. 🫠
If that’s you, you’re not alone.
But I’ve got good news: you don’t have to do it manually ever again.
Automating Access: The Smarter Way to Deliver Memberships
When someone buys something, you want their experience to feel instant.
Not “wait while we manually add you to the course in the next 6–12 business hours.”
That’s how refunds happen.
The fix? Use HighLevel’s automation tools to grant access immediately after purchase.
No extra software. No plugins. Just pure HighLevel magic. 🧙♂️
Here’s the Flow I Use
You only need one workflow to make this happen.
Here’s what it looks like:
- Trigger: Set the workflow to start with Order Submitted
- Action: Add the contact to the correct group
- Action: Grant access to the course or membership they purchased
- Bonus: Send a branded welcome email or SMS (because… ✨ vibes)
That’s it. It’s simple, scalable, and it works every single time.
Why This Matters (A Lot)
If you’re building courses, running a membership, or selling info products through HighLevel, this setup is not optional—it’s essential.
Here’s what happens when you automate this:
✅ Clients get instant access → no support tickets, no delays
✅ You reclaim your time → no more “Hey, can you add them to the course?”
✅ Your system looks polished → people assume you’ve got a whole team behind you
But the truth is, it’s just a good automation.
And yes, this works even if you’re using Stripe or native HighLevel products.
Quick Tips for Success
Want to make this even smoother? Here’s what I’ve learned from doing this dozens of times:
🧩 Use unique products per course → It makes the automation 10x cleaner
📚 Double-check permissions → Some membership areas require both group + course access
📨 Add a delay + conditional check if access depends on a payment plan or approval
Bonus: What If You Sell Bundles or Upsells?
If you’ve got packages that include multiple courses or group levels, just chain them together in your workflow.
🎁 Example: Someone buys your “Ultimate Growth Bundle”?
Grant them access to:
- 3 Courses
- 1 Coaching Group
- Your secret “VIP Downloads” area (yeah, we see you 👀)
Just add all of those steps after your Order Submitted trigger.
Pro Tip
If you want to preview a plug-and-play version of this automation (without guessing how to build it), it’s already inside HL Pro Tools.
We’ve got prebuilt templates, snapshots, and real-world setups you can load into your account and customize in minutes.
👉 Head to gohighlevele.com and check it out.
Cool Free Thing
Before you can help businesses with your service, you need to establish trust.
And the quickest way to build trust? ⭐️ Testimonials.
In the spirit of free stuff, I want to give you my team’s Testimonial Workflow.
It’s the exact process we use to collect, edit, and organize testimonials automatically—right inside HighLevel.
So if you’ve ever struggled to get feedback from happy clients, or worse, let golden reviews fall through the cracks… this is your fix.
👉 Get the free walkthrough here
Use it. Make it yours. Watch the social proof roll in. 💬