How to Create and Sell Products in HighLevel

Imagine this. You run an agency that just built an incredible new coaching program, complete with PDF workbooks and video training. You launch your ads, and prospects are eager to buy. They click the link to check out, but they’re taken to a confusing third-party cart. The design doesn’t match your brand. There’s no option for a payment plan. The page takes forever to load, and half your hot leads abandon their carts out of frustration.

You are burning ad spend and losing high-ticket sales because your checkout process is an absolute disaster. You cannot scale an agency if your sales mechanics actively fight against your marketing efforts.

HighLevel fixes this instantly. You can build physical products, digital downloads, one-time offers, and recurring subscriptions right inside your CRM. You control the pricing, the trials, and the exact checkout experience. Let’s get your digital storefront stocked and ready to process payments right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Navigate to Your Product Hub

First, we need to access the command center where all your offers are built and managed.

1. Navigate to Payments from your main menu.
2. Select Products to view your existing catalog.
3. Click the + Create Product button to start building a new offer from scratch.

Part 2: Define Your Core Product Details

Let’s make your product look irresistible on the digital shelf.

1. Toggle Include in Online Store if you want this item visible in your public storefront.
2. Enter a clear, compelling Title and use the rich-text Description field to highlight the value proposition using bullet points and bold text.
3. Upload high-quality Media (like an image or video) to visually represent the offer. Stick to 1024×1024 resolution and keep the file size under 10MB.
4. If applicable, check the Enable Product Label box to add a badge like “Best Seller” or assign it to a Product Collection for better organization.

Part 3: Configure Pricing and Taxes

Now, let’s dictate exactly how and when you get paid.

1. In the Tax Options, choose your Product Tax Code or leave it blank to use global settings. Decide if you want to Include tax in prices or add it separately.
2. Enter a Pricing Name for internal tracking.
3. Select your pricing Type: Choose One-Time for single charges (like a setup fee) or Recurring for subscriptions and retainers.
4. Input the Amount you want to charge. If you want to show a discount, add a Compare-at Price.
5. Select your Currency. If you’re selling physical goods, check Track Inventory to manage stock levels.

Pro-Tip: If you selected “Recurring,” you can easily add a free trial by entering a timeframe in the Trial period field (e.g., “7 days”).

Part 4: Add Your Product to a Sales Funnel

Your product is built. Now, let’s attach it to a high-converting checkout page.

1. Navigate to Sites and select Funnels. Open the specific funnel where you want to sell the product.
2. Go to the Products tab and click Add Product. Select the offer you just built and click Save.
3. Open the funnel page editor. Add a full-width section, a one-column row, and drop in a 1-Step or 2-Step Order Form element.
4. Customize the look of the order form, then hit Save and Publish.

Building and deploying products natively guarantees a frictionless checkout experience that maximizes your conversion rates.

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