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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:

Adding a trial 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.