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Trial Memberships

Trial memberships offer temporary access at an introductory or discounted rate, making them ideal for welcoming new members or highlighting special programs. At the end of the trial period, these memberships can be set to convert automatically into a regular membership.

How to Create a Trial Membership

Go to Members in the Main Menu

Select Memberships → Add Membership Option

TrialMembershipDetails

  1. Enter a name for the trial membership. For example: "2-Week Trial"

  2. Use the Documents dropdown to attach agreements that apply specifically to this membership. For example: "Trial Membership Agreement"

  3. Configure the Additional Settings for your trial membership:

    *Available for selection on the sign-up form
    Keep this [✔︎] checked so new leads can register online.

    *Available for selection in the member portal
    Leave this [__] unchecked to prevent existing members from enrolling in the trial.

    *Members can book sessions
    Keep this [✔] checked if trial members need to reserve classes, otherwise leave [__] unchecked. 

 

Trial Membership Pricing

To set up pricing for a trial membership, select Trial as the pricing plan.

If you're offering a Free Trial, simply enter $0.00

For a paid trial, enter your one-time introductory rate, e.g., "$49 for 2-Week Trial"

TrialMembershipPricing

Trial Membership Duration

The duration of trial memberships is typically set to a Limited Duration, allowing you to define exactly how long a trial lasts and what happens once it ends.

For example: A 2-Week Trial that is set to automatically convert to a 12-Month Membership once the trial period ends.

TrialMembershipDuration

Trial Membership Access to Training

This section controls which programs trial members can attend and how often they can train during their trial period.

TrialMembershipAccesstoTraining

How many times can a member attend?

  • Select Unlimited to allow full access to all sessions during the trial period.

  • Choose Sessions to limit the total number of individual classes (for example, 3 sessions per payment).

  • Choose Days to limit the number of days a member can attend classes during the trial.


Membership Capacity: Controls how many members can hold this trial at one time. 


Programs and Rosters: Select the programs included with the trial membership.

For example: You might want to allow access to Beginner's Yoga, but not Adults Gymnastics or Brazilian Jiu Jitsu.