There’s a special kind of pain that comes from selling a course or membership and then having to manually go into HighLevel and add someone to it. 🙃
Even worse: you miss it entirely. And then they email you like,
“Hey, I paid $497 and didn’t get anything. Is this a scam?”
Yikes.
That’s why during a recent live Zoom training with Mario Aldayuz, Head of Partnerships at HL Pro Tools, we went deep on how to automate membership access the right way—so people get what they paid for instantly, without you having to lift a finger.
Let’s break it down 👇
Problem: Manual Course Access Is a Time Suck (and a Risk)
If you’re selling:
- Online courses
- Client-only training portals
- Digital product bundles
- Membership communities
…and you’re manually adding people after they buy, you’re setting yourself up for:
❌ Delays
❌ Mistakes
❌ Refund requests
❌ “Did I get scammed?” DMs
The Fix: Let HighLevel Automate It
Mario dropped a super clean method that I use (and recommend to everyone):
🛠️ Step 1: Use the “Order Submitted” Trigger
This fires immediately when someone completes a purchase inside HighLevel. No more guessing.
📦 Step 2: Add the Client to the Right Group
Create an action step in the workflow to assign them to the appropriate membership group.
🎓 Step 3: Grant Course Access
Automatically enroll them in the correct course—no emails, no spreadsheets, no “oops.”
🔥 Quick Tip from Mario:
You can also send a personalized welcome email, text, or even grant access to a private Slack or Discord community as part of the same workflow. One click = everything handled.
Real Example from the Call
One user on the Zoom session was running a fitness coaching program with weekly video lessons. She was spending hours every week manually setting up new clients.
After switching to this automation?
💨 Clients got instant access
😎 She got her time back
🧠 No more chasing emails or double-checking payments
Now everything runs like clockwork. That’s the goal.
TL;DR – Automate This, Yesterday
⚫ Trigger: Use Order Submitted to start the workflow
⚫ Action 1: Add to a group
⚫ Action 2: Grant course or membership access
⚫ Bonus: Send a custom welcome message for extra magic ✨
⚫ Where to Set This Up: Inside HL Pro Tools or during the weekly training sessions
Cool Free Thing: Our Testimonial Workflow (Steal It)
Before anyone buys your course, signs up for coaching, or joins your membership…
they need to trust you.
And nothing builds trust faster than testimonials. Real stories. Real results. Social proof on steroids.
So here’s a gift from me to you:
🎁 The exact Testimonial Workflow my team uses to:
✅ Collect high-quality client testimonials
✅ Clean them up and make them market-ready
✅ Organize everything so you’re not digging through DMs or Slack threads
Want More Fixes Like This?
We’ve got a whole stack of tools, workflows, and training inside hlprotools.com.
✅ Snapshots
✅ Templates
✅ Proven workflows
✅ Training that makes you look like a genius
Go check it out, grab what you need, and stop doing everything manually. You deserve better.
