If you’ve ever had to manually give someone course access after they buy… 😩 you know the pain.

It’s clunky. It’s error-prone. And it just doesn’t scale.

During a recent live Zoom troubleshooting session with my guy Mario Aldayuz (Head of Partnerships at HL Pro Tools), this exact challenge came up—and what followed was basically a cheat code for anyone running memberships or online programs with HighLevel.

Here’s how we’re turning what used to be a manual mess into a smooth, automated magic trick.

The Problem: Manual Membership Access = Broken Experience

You’ve got a course or a membership area in HighLevel. Someone buys. Now you (or your VA) have to…

☑️ Check Stripe or the order form
☑️ Match it to the right person
☑️ Manually grant access
☑️ Hope nothing breaks

And if it’s 3 AM and you’re on vacation? Tough luck—your new customer’s stuck waiting. 😬

Let’s fix that.

The Fix: Automate Membership Access With One Smart Workflow

Mario dropped this gem on the call, and it’s too good not to share.

Here’s the exact setup you can use inside HighLevel:

🔁 Trigger:
Set the starting point as “Order Submitted”—this tells the system, “Hey, someone just bought something!”

⚙️ Action 1:
Immediately add the user to a specific group (this is how HL knows who gets access to what).

📚 Action 2:
Use the “Grant Offer Access” action to automatically give them access to the correct course or membership.

📩 Optional bonus:
Follow it up with a customized welcome email, login instructions, and maybe even a video to boost engagement. 🎥

Why This Matters (and How to Use It)

I’ve seen too many people overcomplicate this. Your customer journey should feel seamless—from buying to logging in to consuming your content. 

That’s where automation comes in.

Here’s why this is a big win:

🧠 Zero delays – Clients get access instantly, 24/7
🙌 No manual steps – Your team can focus on growth, not grunt work
🛠️ Easy to replicate – Works for any course, group, or digital product you offer

Bottom line:”If you’re selling digital products, this should be in your SOP yesterday.”

And if you’re not 100% sure how to set this up… that’s exactly what HL Pro Tools was built for.

TL;DR (for the Skimmers)

🔹 Use the “Order Submitted” trigger
🔹 Add customers to a group
🔹 Use “Grant Offer Access” to deliver what they paid for
🔹 Follow up with a slick onboarding experience
🔹 Get help (and templates) at hlprotools.com

Ready to Automate Like a Boss?

Whether you’re running digital courses, paid memberships, or client-only resources—automating the access process is a game changer.

If you want to shortcut the setup (and get pro-level automations without the tech headache), check out hlprotools.com. That’s where I drop the real stuff we use in our own builds.

Cool Free Thing

Before you can help businesses with your service, you’ve got to earn their trust. And what’s the fastest way to build trust?

⭐️ Testimonials.

In the spirit of free value, I want to give you my team’s Testimonial Workflow—the exact system we use to collect, organize, and deploy client proof that converts.

🎉 Get the walkthrough here

No strings. Just a plug-and-play system that makes showing off your results way easier.