Let’s talk about one of the most underappreciated power moves in HighLevel: automatically granting access to your memberships or courses right after a purchase—no human action required.
If you’ve ever had a client DM you like, “Hey, I paid… but where’s my login info?” — you already know why this matters.
It’s one of those “tiny” backend automations that actually makes or breaks your customer experience.
We recently tackled this in a live HL Pro Tools session with Mario Aldayuz (Head of Partnerships at HL Pro Tools), and what came out of it was 🔥.
So let’s break down the strategy, fix the friction, and automate the heck out of your member access flows.
The Problem: Manual Access = Manual Nightmares
Here’s what I see way too often…
Someone sells a course, coaching package, or digital membership…but then they or their VA is stuck manually adding people to offers, memberships, and groups.
That might be okay for 3 clients a month. But what happens when you scale?
Delayed access. Confused customers. Refund requests. 😵
Key Idea: Manual access breaks when you’re asleep, busy, or forget to check your email.
The Fix: Trigger-Based Access with HighLevel Workflows
Mario laid it out clean and simple: just use a trigger like “Order Submitted” to kick off a post-purchase workflow. Then use actions to assign access instantly.
💡 Here’s a 3-step setup that just works:
- Trigger: Order Submitted
→ This starts your automation the moment someone checks out. - Action: Add to Group
→ Assign them to the correct customer segment or member tier. - Action: Grant Offer Access
→ Automatically unlock the course, membership, or gated content.
Bonus move: Add an email or SMS confirmation letting them know what to expect and how to log in.
Quick Wins + Extra Sauce
Want to really tighten up the experience?
✅ Add a delay + tag: Sometimes HighLevel takes a second to update contact fields. Throw in a 1-minute wait + tag to clean things up.
✅ Track drop-offs: Add a webhook or Zapier step to flag abandoned purchases.
✅ Bundle access: Selling multiple courses in a single offer? Chain actions to grant access to multiple products at once.
Why This Matters More Than You Think
Speed = trust. When someone buys from you, that’s your window to impress.
Automation = scale. This isn’t about saving 5 minutes—it’s about preparing for 5,000 clients.
Systems = sanity. You shouldn’t need to touch anything for your customers to get what they paid for.
Ready to skip the trial-and-error and just get the system that works?
Grab the exact workflows and automations we’re using with top agencies—live inside HL Pro Tools. Go to hlprotools.com and let’s work together!
