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How to create an offer that allows your customers to purchase credits

credits, create credit offer, set up credit offer, sell credits, credit-based pricing, purchase credits, coaching credits, credit system

Eduardo Stewart avatar
Written by Eduardo Stewart
Updated today

You can create an offer that allows your customers to purchase credits, which can then be used for specific actions such as submitting coaching requests, publishing files in the sharing area, or requesting file corrections/assessments—depending on how your credit system is configured.

This guide will walk you through setting up a credit-purchase system, enabling your members to buy credits to use within your courses.

Step 1: Create a Payment Form to Sell Credits

  1. Navigate to Sales → Offers → Forms tab

  2. Click Create form to set up a new payment form

  3. Add your first product:

    • Name it Credits (or any other relevant name)

    • Set the price

    • Do not assign a course to the product at this stage

  4. Save the form

Step 2: Configure Credit Assignment Settings

  1. Access the newly created payment form and open the Products tab

  2. Click Edit on the Credits product

  3. Scroll down to the Access from purchasing this product section

  4. Enter the number of credits to assign per unit purchased

    • Example: If 1 unit equals 5 credits, enter 5 in this field

  5. Expand the Additional Options section:

    • Enable quantity management (check the Quantity box)

    • This allows customers to purchase multiple credit packs in a single transaction

    • (Optional) Set minimum, maximum, or total available quantity limits

  6. Scroll to the bottom of the page and click Confirm to save

Step 3: Create Order Page

  1. Navigate to your Website or Sales Funnel area

  2. Create a new Order Page using the page editor

  3. Insert the payment form you just created onto the page

  4. Save your changes

  5. Copy the page link — you’ll need it in Step 4

Step 4: Configure Credit-Based Pricing for Course Actions

  1. Access the course settings for the course where credits will be used

  2. Open the Number of credits per action settings sub-tab

  3. Set the number of credits required for each action:

    • Publishing a file in the sharing area

    • Requesting a file correction/assessment

    • Requesting a coaching session

  4. Set the default coaching session duration (if applicable)

  5. At the bottom of the page, locate the Link to order credits field and paste the link to your order page

  6. Click Confirm changes to save your settings

Once everything is configured, customers who run out of credits will see an option to purchase more credits. Clicking the button will redirect them to the order page where they can complete their purchase.

This setup allows you to monetize optional services using a credit-based model, giving your members flexibility while maintaining control over access.

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