How to set up a course portal in GoHighLevel

1. Plan the course before you build

Write down the modules and lessons in order, the files that go with each lesson, and how students will get access: a one-time payment, a payment plan, a subscription, or free access after a form. Decide whether every lesson opens at once or some open on a schedule. Having this on one page saves a lot of rework later.

2. Connect your payment provider

If students will pay, connect Stripe or another supported provider under Payments, Integrations. Use test mode while you build, so you can buy the course yourself without a real charge. Check that the business name and currency are correct, because they show on the receipt.

3. Create the product and add your lessons

Under Memberships, Courses, create a product for the course. Add a title, description and cover image. Inside the product, create a category for each module and add the lessons to it. For each lesson, add the video, the lesson text and any downloads, and set it as published when it is ready. If you want lessons released over time, set the drip schedule on the category or lesson.

4. Create the offer that gives access

An offer is what gives a student access to one or more products. Create an offer, add the course product to it and set the price: free, one-time, a payment plan or a subscription. If you have a bundle, one offer can include several products. Keep the offer names clear, because you will pick them again in funnels and workflows.

5. Decide how people buy or join

For a paid course, I usually build a sales page and an order form in a GoHighLevel funnel, and connect the order form's product to the offer. When the payment goes through, access is given. For free access or a bonus course, a workflow can give access instead: a form submission or a tag triggers the workflow, and the grant offer action adds the student. The sales funnel builder page explains how I build the funnel side.

6. Set up the login and welcome email

Students need a login link, a password and a clear first step. Check the portal's domain settings so the login page uses your own domain, and set the portal's logo and colours to match your brand. Then set up the welcome email. I use a workflow triggered when access is granted to the product, so the email can include the login link, what to do first and who to contact for help.

• ●Tag the contact as a student so they are removed from sales emails for the same course.
• ●Add a reminder email for students who have not logged in after a few days.
• ●Notify yourself or your assistant when a new student joins, if you want to welcome them personally.

7. Buy the course yourself and check every step

With the payment provider in test mode, go through the funnel as a student: buy the course, check the receipt and welcome email, log in, open a lesson, download a file and mark a lesson complete. Then check the contact record to make sure the tags, offer and workflow history are right. Test on a phone as well. When everything works, switch payments to live mode and do one small real purchase if you can.

8. Plan what happens after launch

Write down how to add a lesson, how to give someone access by hand, and how to remove access if a payment fails or someone asks for a refund. If you sell a subscription, set up a workflow that removes access when the subscription is cancelled. These notes save time when a student emails with a question.

If you would like help

I set up course portals in GoHighLevel, Kajabi, Systeme.io and Thinkific, and I test them as a student before I hand them over. You can see what is included on my course portal setup page.