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How To Articles
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- How to Update Calendar Settings
- How to Use the Student List / Member List
- How to Use Student Sign-Up
- How to Use One-Time Charge
- How to Use the Attendance Log
- How to Use Mass Check In
- How to Create a New Student
- How to Backdate a Payment
- How Do I Contact Support, Report an Issue, or Provide Feedback?
- How to Use Adjust Balance
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- 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
- How to Use Mass Check In
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How To Videos
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Getting Started
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FAQs
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- 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
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.