Managing memberships can be a real headache, especially when you’re juggling both one-time purchases and recurring subscriptions.

 If you’ve ever found yourself getting lost in the weeds of tracking different payment types, you’re not alone. 

The good news? HighLevel has some super flexible tools to help you keep everything organized and running smoothly.

In an amazing live session hosted by Mario Aldayuz, the Head of Partnerships at HL Pro Tools, where we dived into solving common membership management headaches. 

During the session, Mario shared some seriously actionable tips for blending one-time and recurring purchases in HighLevel, and I’m here to break it all down for you.

Why Blending One-Time & Recurring Purchases Can Be Tricky

Let’s face it—tracking both one-time purchases and recurring payments in the same system can be a challenge. 

You don’t want to lose sight of your customers’ buying behavior, but at the same time, you need to stay organized. 

Without a solid plan, things can quickly get messy, especially as your business scales.

In HighLevel, subscriptions are easy to set up and manage, but what about those occasional one-time purchases? How do you make sure they’re tracked alongside subscriptions without creating chaos? 

That’s where the magic of workflows and price triggers comes into play.

Price Triggers for Easy Membership Management

Here’s the secret sauce: workflows with price triggers.

By using these triggers, you can track one-time purchases separately from your ongoing subscriptions, while still keeping everything in one place. This is a total game-changer because it gives you the flexibility to offer various pricing models without making your CRM a mess.

For example, let’s say you run a membership site with a monthly subscription but also offer one-off products like special courses or premium content. Instead of manually sorting through purchases, price triggers automatically categorize and track the different types of payments, ensuring that you always know who’s paying for what.

Actionable Steps to Keep Your Memberships Organized

Here’s how you can take action and start organizing your memberships like a pro:

📋 Plan Your Pricing Structure: Before diving into HighLevel, take a step back and map out your pricing model. What’s the difference between a one-time purchase and a subscription? Define these terms in your workflows to make your life easier later on.

💼 Leverage Price Triggers: Use price triggers to ensure that one-time purchases and recurring subscriptions don’t get mixed up in your CRM. This keeps everything neat and organized, so you can focus on growing your business, not chasing payments.

🔑 Keep It Simple: As much as we all love complex systems, simplicity is key here. Set up clear, straightforward workflows that separate the two types of purchases. This will keep things clean and make it easier to track revenue and memberships over time.

⚙️ Test and Tweak: After setting up your workflows, do a test run. Pretend you’re a customer and go through the process to see how it works on your end. Tweak the workflows as needed to make sure the tracking is flawless.

Let’s Get Your Memberships Under Control

Blending one-time purchases with recurring memberships doesn’t have to be a hassle. With the right workflows and triggers in place, you can stay organized and scale without the stress. 

HighLevel has all the tools you need to set it up, and with a little planning, you can make it work like a charm.

Need help getting it all set up? Don’t worry—we’ve got you covered. 

Head over to HL Pro Tools for expert support and strategies to take your HighLevel experience to the next level.