GoHighLevel Course Grant Offer Workflow How-To
This step-by-step guide explains how to use the Course Grant Offer workflow action inside GoHighLevel to manage course access. While ClickUp is often used to organize SOPs and tasks, this article focuses on configuring and automating course offers in GoHighLevel so your members get the right courses at the right time.
The Course Grant Offer action lets you automatically grant or revoke access to specific products or offers in your memberships, helping you streamline fulfillment, onboarding, and content delivery.
What the GoHighLevel Course Grant Offer Action Does
The Course Grant Offer action in GoHighLevel is designed for accounts that use memberships and learning content. It allows you to control which products or offers a contact can access, directly from a workflow.
When this action runs, it can:
- Grant access to a specific product
- Grant access to an entire offer containing multiple products
- Revoke access to a product or offer
This makes it ideal for:
- Automated course enrollments after a purchase
- Unlocking bonus content after milestones
- Revoking access when a subscription ends or a refund is issued
Where to Find Course Grant Offer in GoHighLevel
Before setting up the action, confirm that the Memberships or Courses feature is active in your GoHighLevel sub-account and that you have at least one product or offer created.
To locate the Course Grant Offer workflow action:
- Log in to your GoHighLevel account and open the desired sub-account.
- Go to Automation in the left-hand menu.
- Open an existing workflow or create a new one.
- Click the + icon to add an action inside the workflow.
- In the action list, search for Course Grant Offer.
- Select the Course Grant Offer item to add it to your workflow.
How to Configure the GoHighLevel Course Grant Offer Action
Once the action has been added to your workflow, you need to configure it so that the correct contact receives the correct course or offer.
Step 1: Choose the Access Type in GoHighLevel
In the Course Grant Offer configuration panel, you will first choose whether you are working with products or offers.
- Product – Select this if you want to grant or revoke access to a single course or program.
- Offer – Select this if you want to control access to a bundle that contains multiple products.
Your choice determines which list of items becomes available in the dropdown menu below.
Step 2: Select the Product or Offer
After choosing the access type, you must pick the specific item to manage.
- Open the Product/Offer dropdown.
- Choose the exact product or offer you have already created inside your GoHighLevel memberships area.
Only one product or offer can be selected per Course Grant Offer action. If you need to manage several different items, you can add multiple Course Grant Offer actions within the same workflow.
Step 3: Decide to Grant or Revoke Access
The next setting controls what happens to the contact when the workflow reaches this action.
- Grant Access – The contact will receive access to the chosen product or offer. This typically sends them a login email if they are new to your membership.
- Revoke Access – The contact will lose access to the selected product or offer. They will no longer be able to view those courses when signed in.
Use Grant Access for onboarding and fulfillment, and Revoke Access for cancellations, payment failures, or changes in a client's plan.
Best Practices for GoHighLevel Course Automations
To get the most value from the Course Grant Offer action, follow these recommended practices when building your GoHighLevel workflows.
Use Clear Triggers in GoHighLevel
Pair the Course Grant Offer action with precise triggers so that contacts receive access at the right time. Common triggers include:
- Pipeline Stage Changed – Enroll a contact when their deal moves to a “Won” stage.
- Order Submitted – Grant access after a successful payment from a funnel or order form.
- Tag Added – Use tags such as “Course A – Enrolled” to control automations.
- Form Submitted – Provide free or lead magnet courses when someone fills out a registration form.
Separate Workflows for Different Offers
For clarity and easier troubleshooting, keep each major product or offer inside its own GoHighLevel workflow. This helps you maintain clean logic, especially when revoking access or handling upgrades and downgrades.
Combine With Other GoHighLevel Actions
The Course Grant Offer action is most powerful when combined with other automation steps in GoHighLevel, such as:
- Sending confirmation emails with login instructions
- Adding tags that indicate current course level
- Starting a nurture sequence that drips related content
- Creating tasks for your team to follow up with new members
This approach lets you deliver a complete enrollment experience instead of just granting access in the background.
Troubleshooting Course Grant Offer in GoHighLevel
If contacts are not getting the expected access, walk through these checks:
- Confirm the contact's email address is correct and unique.
- Ensure the membership product or offer exists and is published.
- Verify that the correct product or offer is selected in the Course Grant Offer action.
- Check workflow conditions and filters that might prevent the action from running.
- Look at the contact's workflow history to see if the action was skipped or executed.
If the configuration matches your intent and issues persist, compare your setup against the official help documentation to ensure there have been no recent changes to how the action works.
Official GoHighLevel Documentation and Extra Resources
For the original reference material and screenshots related to the Course Grant Offer workflow action, review the official GoHighLevel knowledge base article here: Workflow Action: Course Grant Offer.
If you need help designing advanced automations, membership structures, or integrating GoHighLevel with a broader marketing stack, you can also visit Consultevo for consultancy and implementation support.
Summary: Automating Course Access in GoHighLevel
The Course Grant Offer workflow action gives you precise control over who can access specific products and offers inside your membership area. By configuring this action correctly, pairing it with accurate triggers, and combining it with other automation steps, you can build a reliable enrollment and fulfillment system inside GoHighLevel that runs with minimal manual work.
Use this guide as your operational checklist when setting up or auditing any workflow that grants or revokes course access in your GoHighLevel account.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`