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.
Adding a Trial Membership to a Prospect:
- 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.