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How To Articles
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- How to Use Mass Check-In
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
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How To Videos
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- Video: Intro Billing Training
- Video: How to Set Up the Inventory
- Video: The Payments Dashboard
- Video: The Billing Dashboard
- Video: Vault Invite
- Video: Adding a Vault Item
- Video: Creating an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: How to Refund a Transaction
- Video: Switch from Classic Billing to New Finances Orientation
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Getting Started
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FAQs / Best Practices
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
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2023 Finances Uplift
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.
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 Create Membership 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.