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How to Add a Trial Membership to a Prospect

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

Adding a Trial Membership to a Prospect:

 

  1. From the dashboard, click Prospects, then Active. From within Kicksite, hover over Prospects and click Active Prospects.

2. Find the prospect you want to add a trial membership to.

3. Click the dropdown menu directly underneath the prospect’s name and select Trial.

4. In the pop-up menu that appears, you can set the trial end date or the number of attendances allowed for this trial membership.

    • The membership will end when the trial period reaches the end date.
    • And/or the prospect attends the set number of classes.

5. Once the terms are selected, click Create Membership.​

6. 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 BizBuilders! You can also track attendance for your trial memberships.