|
Skip to main content
Kicksite Knowledge Base
Print

How to Add a Trial Membership to a Prospect

Updated

How to Add a Trial Membership from the Prospect Board:

  1. In the left-hand panel, click Profiles, then select Prospects.
  2. Locate the student signing up for a trial. Click and drag their profile into the Trial column.
  3. In the pop-up window, set either the trial’s expiration date or the maximum number of attendances allowed.
  4. The trial membership will end when the expiration date is reached or the prospect uses all available attendances, depending on the option selected.
  5. Once completed, you’ll be redirected to the Prospects page, and the trial membership will be added and the prospect will now be in the trial stage.

How to Add a Trial Membership from a Prospect’s Profile:

  1. Open the prospect’s profile.
  2. Navigate to the Memberships tab and click Add New.
  3. Set the trial’s expiration date and/or attendance limit.
  4. The trial membership will end when the expiration date is reached or the prospect uses all available attendances, depending on the option selected.
  5. Click Save to add the trial membership to the prospect’s profile and they will be moved to the trial stage in the prospect pipeline.

 

Tags:
Contents