Kotally Docs

Kotally is a credit-based membership and entitlement engine. It tracks package and membership balances per contact, grants credits when a product is purchased, and deducts them when an eligible appointment is booked. Use these docs to launch a workspace, configure it, and verify behavior before going live.

Two ways to run Kotally

• Connect GoHighLevel — install from the GoHighLevel Marketplace. Kotally listens to your GHL and Stripe webhooks, so purchases, renewals, and bookings flow into the ledger automatically, and staff see live balances in a read-only embed.
• Use the Kotally API — run the same ledger from your own app, site, or automation. Create scoped API keys and call /api/v2 to grant, check, deduct, and restore credits, with no GoHighLevel connection required.

Both paths use the same per-location billing and the same credit engine underneath.

What Kotally does

• Creates credits when a mapped product is purchased (via GoHighLevel events or an API grant).
• Tracks package and membership balances per contact.
• Deducts credits when an eligible appointment is booked or a deduction is requested.
• Gives staff a read-only GoHighLevel embed for customer balances, payment history, and booking context.
• Provides a machine API for external automations that need to grant, check, deduct, restore, or read customer entitlement data.

Launch path

1. Create your Kotally workspace and complete billing so a location can become active.
2. GoHighLevel: connect each sub-account you want Kotally to manage, then map GoHighLevel products to Kotally package or membership rules and test one purchase and one booking.
3. Standalone API: choose “Use the Kotally API instead (no GHL)” to create an API workspace, then create a scoped API client and run your first grant and deduction.

Start with Getting Started if this is your first workspace, or jump to the API Quickstart for the standalone path.