SOP: Creating Free Trial Membership Options
Objective
To set up free trial options for memberships in Chalkit Pro to allow users to access services without immediate billing.
Key Steps
Option 1: Adding Free Trial to Membership
Select the membership plan (e.g., unlimited membership).
Enable the free trial option and choose the end date for the free trial period.
Users will have access to services until the free trial period ends, after which billing will commence.
Option 2: Creating Membership with Free Trial Period
Create a new membership plan (e.g., unlimited membership) and specify the duration of the free trial period (e.g., 7 days, 10 days).
Toggle the free trial option on or off as needed.
Save the plan to apply the free trial period.
Cautionary Notes
Ensure that the start date of the free trial aligns with the user's access to services.
Double-check the settings to avoid unintentional activation or deactivation of the free trial option.
Tips for Efficiency
Use the free trial option when transitioning users from an old billing system to Chalkit Pro.
Utilize free trial periods for promotional events like Black Friday specials or new year offers.
Regularly review and adjust free trial settings based on promotional strategies.