3:58सारांश. GoHighLevel's Stripe one-time charge workflow action connects your agency Stripe account to a client's Stripe customer ID, then fires a charge automatically whenever a chosen trigger occurs. Setup involves linking Stripe in agency settings, copying the client's Stripe customer ID, and wiring the action inside a workflow with a trigger like confirmed appointment. The result is fully automated per-event billing with a verifiable history in both GoHighLevel and Stripe.
आप क्या सीखेंगे
- Connect your Stripe account inside GoHighLevel agency settings
- Locate and copy a client's Stripe customer ID from the Stripe dashboard
- Build a workflow trigger based on appointment or form events
- Add and configure the Stripe one-time charge action with a custom amount
- Verify a successful charge through the GoHighLevel workflow history tab
- Process refunds directly from the Stripe payments dashboard
स्टेप
Connect Stripe in agency settings
Go to agency settings, open the Stripe tab, and click Connect. Log in to Stripe and grant access so GoHighLevel can initiate charges on behalf of your connected account.
Copy the client's Stripe customer ID
In your Stripe dashboard, go to the Customers tab, click the customer you want to charge, and copy their customer ID from the Details section.
Open the client sub-account and create a new workflow
Navigate to the relevant sub-account, go to Automation, then Workflows, click Create Workflow, and choose Start from Scratch.
Set the workflow trigger
Click Add New Workflow Trigger and choose Appointment. Add a filter for the specific calendar, then add a second filter for appointment status set to Confirmed. This fires the workflow only when a real booking is locked in.
Add the Stripe one-time charge action
Click the plus icon, search for Stripe One Time Charge, and select it. Paste the client's Stripe customer ID in the customer ID field and enter the charge amount.
Save and publish the workflow
Click Save and Publish. The workflow is now live and will charge the client automatically each time the trigger fires.
Test and verify
Book a test appointment on the linked calendar, then open the workflow's History tab to confirm the charge executed. Cross-check in your Stripe dashboard under Payments to see the payment marked as succeeded.
टिप्स
- Use the workflow history tab to audit every charge attempt, including any failures, before doing month-end reconciliation.
- If a charge fails, GoHighLevel logs the error in the history so you can identify Stripe-side issues like expired cards without leaving the platform.
- For refunds, go to Stripe Payments, find the transaction, and use the refund icon. You do not need to touch the workflow to process a refund.
