How to Grant Membership Course Access in GoHighLevel Using Workflows

If you manage online courses in tools like ClickUp and want a seamless delivery experience, GoHighLevel gives you powerful automation to control who gets access and when. This guide walks you through using workflows to automatically enroll new contacts into your membership products and courses.

By the end of this tutorial, you will know exactly how to configure triggers, actions, and conditions so GoHighLevel grants course access without manual effort.

Prerequisites for GoHighLevel Membership Automation

Before building your automation, confirm these items are ready inside GoHighLevel:

• An active Membership site created.
• At least one Product set up under Memberships.
• At least one Course or Offer attached to that product.
• Contacts captured via form, funnel, website, or manual entry.

Once those elements exist, you can connect them using workflows so new users automatically receive login details and course access.

Understanding How GoHighLevel Membership Access Works

GoHighLevel membership access is granted at the product level. When a workflow enrolls a contact into a product, it automatically assigns access to:

• All courses and content included in that product.
• The membership site login for the user.
• Any associated permissions such as drip content timing, modules, or lessons.

Workflows can be triggered by form submissions, purchases, tags, or other events, then perform the key action: Grant Offer or Grant Product to a contact.

Step-by-Step: Build a GoHighLevel Workflow for Course Access

Follow these steps to configure a membership access workflow inside GoHighLevel.

Step 1: Open Automations in GoHighLevel

1. Log in to your GoHighLevel account.
2. From the left-hand menu, click Automations.
3. Select Workflows to view your automation list.
4. Click + Create Workflow to start a new automation.

You can also choose an existing workflow if you prefer to add membership access to a current automation.

Step 2: Choose a Trigger for Membership Access

Your workflow needs a trigger that defines when GoHighLevel should grant course access. Common triggers include:

• Form Submitted – when a visitor fills out an opt-in or registration form.
• Order Submitted – when a payment is successfully completed.
• Tag Added – when a contact receives a specific tag (for example, “Course A – Purchased”).
• Pipeline Stage Changed – when a deal moves to a particular stage.

To set the trigger:

1. Click Add New Workflow Trigger.
2. Choose the appropriate trigger type.
3. Configure any necessary filters, such as selecting the correct form, offer, or tag.
4. Save the trigger.

Step 3: Add the GoHighLevel Membership Access Action

Next, add the action that actually assigns membership access to the contact.

1. Inside your workflow, click the + icon below your trigger.
2. From the action list, select Membership or Course Actions (depending on your interface labels).
3. Choose Grant Offer or Grant Product as the action type.

You will see configuration options to specify exactly which membership item should be granted.

Step 4: Select the Membership Product or Offer

To connect GoHighLevel membership access to the correct course:

1. In the Grant Offer or Grant Product action, open the product or offer dropdown.
2. Select the membership Product or Offer that contains your course.
3. Verify that the correct membership site and course are included in this product.
4. Save the action.

When the workflow runs, GoHighLevel will grant the chosen product to the contact, automatically giving them access to all included courses.

Advanced GoHighLevel Workflow Options for Memberships

Once the core access action is in place, you can extend your GoHighLevel automation with additional steps to improve the student experience.

Send Login Instructions Automatically

After the membership access action, add an email step to send the user their login details and a link to the membership site.

1. Click the + icon below the grant access action.
2. Select Send Email.
3. Choose or create a template that includes:

• Welcome message.
• Login URL to your membership site.
• Instructions for setting their password, if applicable.
• Support contact information.

This ensures every new student immediately knows how to access their GoHighLevel course area.

Use Conditions to Control Course Enrollment

You can build conditional logic into GoHighLevel workflows so only qualified contacts receive membership access.

• If/Else conditions based on tags, purchases, or custom fields.
• Wait steps to delay access until a specific event occurs.
• Filters to restrict access by location, pipeline stage, or other criteria.

This is useful when you sell multiple courses or tiers and need GoHighLevel to assign the correct membership automatically.

Revoke or Change Access with GoHighLevel

You can also use workflows to manage membership removal or upgrades:

• Trigger on subscription cancellation or failed payments.
• Use a Remove Access or similar membership action to revoke course access.
• Grant access to a new product when a user upgrades to a higher tier.

These controls keep your GoHighLevel membership environment aligned with your billing and subscription logic.

Testing Your GoHighLevel Membership Workflow

Before using your workflow in production, test it thoroughly to avoid access issues.

1. Create a test contact with your own email address.
2. Fire the trigger manually (for example, submit the form or apply the tag).
3. Confirm the workflow shows the contact entering and completing the steps.
4. Check the Membership section to verify the test contact now has the correct product and course access.
5. Open the test email and click the membership login link to verify you can sign in.

If everything looks correct, activate the workflow and start routing real users through it.

Best Practices for GoHighLevel Membership Access

• Use clear naming for products, offers, and workflows so you can troubleshoot quickly.
• Keep one main access workflow per course or bundle to reduce confusion.
• Tag users when access is granted so you can segment your list.
• Document your logic in your internal SOP system (such as ClickUp) to keep your team aligned.

Additional Resources

For the original platform documentation on this topic, review the official article here: How to grant access to membership courses using workflows.

If you want strategic help implementing scalable automation and funnel systems around GoHighLevel, you can learn more at Consultevo.

With a well-structured workflow, GoHighLevel can automatically manage membership enrollments, provide instant course access, and deliver a smooth experience for every new student.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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