SOP: Creating a Free Trial Option for Drop-Ins
Objective:
To set up a free trial option for new potential clients
Key Steps:
Create a One-Time Drop-In Signup:
Navigate to the membership setup.
Click on "Create a one-time drop-in signup."
Add a name for the free trial.
Select the track(s) that the free trial will have access to (e.g., Workout of the Day track).
Save the membership template.
Assign a Payment Plan:
Click on "Add payment plan."
Enter basic information.
Set the drop-in price to zero since it is a free trial.
If collecting billing information is needed for future memberships, turn on the option to collect billing information when people sign up using the QR code link.
Save the payment plan.
Generate QR URL Link:
After creating the plan, click on the QR URL link option.
Copy the generated URL link.
Distribute the URL link to potential clients for the free trial signup.
Cautionary Notes:
Ensure that the correct track(s) are selected for access during the free trial.
Double-check that the drop-in price is set to zero for the free trial payment plan.
Verify that the billing information collection option is turned on if needed for future memberships.
Tips for Efficiency:
Keep track of the names and details of the free trial options for easy reference.
Regularly review and update the free trial offerings based on feedback and performance.
Test the QR code link to ensure it directs users to the correct signup page for the free trial.
Link to Loom