How to Add a Trial Membership to a Prospect

 

Trial memberships allow your prospect to experience a class they are interested in before signing up.

 

To add a trial membership to a prospect:

1. On the left panel, click Profiles, and then click Prospects.

2. Find the prospect you want to add a trial membership to in the list. Click the drop-down list directly underneath the prospect’s name and select Trial.

You can also add a trial on the prospect’s profile.

3. In the pop up that appears, you can set the trial end date by selecting the date from the calendar, and/or you can enter the number of attendances allowed for this trial membership.

The trial membership will end on the selected expiration date and/or the prospect attends the entered number of classes.

4. Click the Save button.​

The page will redirect to the Prospects page and the trial membership will be added.

 

What’s Next?​

To learn how to add Trial Memberships from your website or social media, check out our Marketing Tools (formerly called BizBuilders)! You can also track attendance for your trial memberships.