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Configure Course Settings

Set up access, delivery, progress tracking, and purchase options for your course so users experience it exactly the way you intend.

Updated this week

What Are Course Settings?

Course settings control how users:

  • Access your course

  • Navigate lessons

  • Unlock content

  • Purchase or enroll

  • See your course in the product library

  • Receive notifications

  • Track their progress

These settings shape both the user experience and the business logic behind your course.


Why Configuring Course Settings Matters

Clear, accurate settings ensure that:

  • Users see the right content at the right time

  • Course navigation matches your intended flow

  • Only approved users can access your course

  • Your purchase process works correctly

  • Progress tracking is consistent and intuitive

  • Your course displays correctly across your CustomerHub site

Proper configuration avoids confusion, support requests, and user frustration.


How to Configure Course Settings

  1. Open your course product
    Go to Products and select your Standard Product.

  2. Navigate to the Settings tab
    All course configuration options appear here.

  3. Set your visibility (Product Access)
    Choose who can access your course:

    1. Only users with assigned access (recommended)

    2. All logged-in users

    3. Public (removes the paywall and login)

  4. Choose your purchase method
    Select how users buy or enroll in your course:

    1. None (no checkout link)

    2. Send buyers to a sales page

    3. Send buyers directly to a checkout URL

    4. Use Stripe checkout (if connected)

  5. Set your delivery method
    Control how lessons unlock:

    1. Immediate – all lessons available instantly

    2. User-Advanced – users must complete each lesson before unlocking the next

    3. Time-Delayed – lessons unlock on a schedule (days, weeks, months)

  6. Enable or adjust advanced settings
    CustomerHub defaults are optimized, but you can customize:

    1. Progress tracking

    2. Show/hide menu

    3. Show product card in library

    4. Tease locked content

    5. Send product access notification email

  7. Save your settings
    Your changes apply immediately once saved.


Best Practices

  • Use Immediate delivery for self-paced courses

  • Use User-Advanced for guided skill-building programs

  • Use Time-Delayed for drip-based courses or cohort programs

  • Keep Product Access set to only users with access for paid courses

  • Keep the access notification email enabled so users know when they’ve been enrolled

  • Tease product cards to generate interest in other courses


FAQ

Does changing settings affect existing users?
Yes. Delivery or visibility changes apply to all users with access.

What’s the difference between User-Advanced and Time-Delayed?
User-Advanced unlocks content based on completion.
Time-Delayed unlocks content based on a time schedule.

Do I need a checkout configured to launch the course?
No. You can manually add users without checkout.

Where do I add products into my course?
Standard Products cannot contain other products; only Collections support bundling.

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