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Set up a course product

Course products deliver lessons or learning content, usually through a members area. Buyers expect access to classes after payment is approved.

Use this guide when you are launching a course, training program, or recorded class library. For MemberKit-specific callback steps, continue with connect MemberKit for delivery after the delivery step below.

When a course product fits

Use a course product whenUse another product type when
The buyer receives lessons or a members areaDelivery is only a PDF file. See ebook delivery.
Content is structured as classes or modulesAccess is mainly one or more URLs. See link delivery.
You use MemberKit, AtomicMembers, or another members platformThe offer is 1:1 guidance. See mentorship product setup.

Full setup workflow

  1. Confirm you are in the correct business workspace.

[Screenshot: App header showing the active business name and workspace switcher.]

  1. Open Products in the sidebar.

[Screenshot: Products sidebar item selected — product list visible.]

  1. Click New product or the equivalent create action.

[Screenshot: Products list page with New product button visible.]

  1. On What will you sell?, select Course.

[Screenshot: Product type selector — Course tile selected; subtitle reads "Lessons in a members area."]

  1. Complete product details: name, description, category, and sales page URL.

[Screenshot: Course product details form — name, description, category dropdown, and sales page URL fields.]

  1. Open delivery or members area settings for the product.

[Screenshot: Product delivery tab — members area settings entry point.]

  1. Choose External members area or AtomicMembers when available.

[Screenshot: Delivery settings — External members area vs AtomicMembers options for a course product.]

  1. If using an external platform, select the platform (for example MemberKit) and add the callback URL.

[Screenshot: External members area setup — platform dropdown and callback URL field filled in.]

  1. Save the product and confirm delivery settings persisted.

[Screenshot: Product saved confirmation — delivery settings stored.]

  1. Complete product approval details if the product is not yet approved.

[Screenshot: Product approval section with required fields and submission status.]

  1. Create the plan and offer for the course.

[Screenshot: New plan form connected to the course product — price, billing type, and offer name.]

  1. Create a checkout link for the offer.

[Screenshot: Checkout links list with a course product link and copy button.]

  1. Open the checkout builder, review copy about course access, and publish.

[Screenshot: Checkout builder preview showing course delivery promise and published status.]

  1. Run a test purchase through the real buyer path.

[Screenshot: Test checkout — course purchase payment submitted.]

  1. Confirm the sale is approved in Sales.

[Screenshot: Sales detail for a test course purchase with approved status.]

  1. Confirm the buyer received access in the members area (MemberKit, AtomicMembers, or external platform).

[Screenshot: MemberKit or members area showing the test buyer with course access granted.]

  1. Review Dashboard and Finance after the test if this is your first sale.

[Screenshot: Dashboard or Finance — first course sale reflected in reports.]

Delivery options for courses

OptionUse it when
External members areaCourse content lives in MemberKit or another platform
MemberKitYou already use MemberKit for lessons
AtomicMembersYou deliver inside AtomicPay's integrated members area when available
Link deliveryRare for courses; only when access is URL-based without a members area

What to verify before launch

CheckWhy it matters
Product type is CourseWrong type breaks delivery expectations
Callback URL matches the right courseBuyers land in the wrong members area otherwise
Checkout copy mentions how access is deliveredReduces support tickets after payment
Test used an approved salePending PIX should not be treated as delivery success
Webhooks fire on the correct event if automations depend on themExternal systems may provision too early or not at all

Best practices

  • Configure members area delivery before sending launch traffic.
  • Test with the same payment method buyers will use.
  • Document which members course maps to which AtomicPay product.
  • Pair course setup with team product access when collaborators manage only some products.

Common mistakes

  • Selecting Course but configuring ebook or link delivery instead.
  • Publishing checkout before callback delivery is tested.
  • Granting access when payment is still incomplete. See incomplete payments.
  • Using a staging callback URL in a live product.

FAQ

Should I use MemberKit or AtomicMembers?

Use MemberKit or another external platform when your lessons already live there. Use AtomicMembers when you deliver inside AtomicPay and that option is available for your account.

Can a course be sold as a subscription?

Yes. Define renewal and access rules before launch. See one-time vs subscription pricing and subscription billing.

What if the buyer paid but has no course access?

Start with troubleshoot buyer access after purchase, then verify callback URL, sale approval, and members area mapping.