How to Create a Call Credit Booking System in HighLevel

Video Summary

HighLevel has no native call-credit system built into its calendars yet—so if you want to sell call bundles and let people redeem them over time, you’ll need a workflow-based workaround. In this tutorial, I show exactly how to sell credits, store them in a custom field, and automatically generate one-time booking links when a user wants to schedule a call.

We start by creating a Product with multiple price points—for example, 1-call, 3-call, or 5-call bundles. Then we create a custom number field called something like “Call Credits.” Each time a purchase happens, a workflow adds credits to that field based on the price point selected.

From there, there are three ways a member can redeem call credits:

1. Manually: They request a call, and you send a one-time booking link from your calendar.
2. Form-Based Automation: They submit a “Request a Call” form, and workflows check if they have credits → generate a one-time link → email it to them → subtract one credit.
3. Trigger Link Method: They click a link in an email that starts the booking workflow automatically—my favorite because it’s frictionless and easy for the member.

Workflows also let you send reminder emails if someone still has unused call credits, increasing usage and retention.

This approach works today and is flexible enough to keep using even if HighLevel adds native call-credit support in the future.

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Key Takeaways

• HighLevel does not currently support native call credits, so we create them using a custom number field.
• Create a Product with multiple price points (e.g., 1, 3, 5 call bundle).
• Use a Payment Received trigger to add the correct number of credits to the custom field.
• Three redemption methods:
  1. Manual one-time booking link
  2. Form-triggered automation
  3. Trigger-link-based automation (recommended)
• One-Time Booking Links prevent people from over-booking or bypassing credits.
• Form workflow logic:
  • Check: Call Credits ≥ 1
  • Generate one-time link
  • Email it to the user
  • Subtract one credit
• Trigger Link workflow:
  • User clicks “Use a Call Credit”
  • Workflow generates booking link + sends email automatically
• Optional: Send periodic reminders to use remaining credits.
• This system works even if a user has leftover credits from previous purchases.