Set up Class Trials

How to set up trial lessons for potential customers and students

Matt avatar
Written by Matt
Updated over a week ago

Trials allow your potential customers to book trial lessons via a quick and simple process.

How to set trials up?

Head to Classes > Trials:

There, click on the Settings tab:

And enable trials:

Once you enable the feature, a link will appear - it leads to a page where a potential customer can book a trial lesson, choosing among all the classes you offer for trials.

On the same page, you can also select how many trialling students per class you'd like to have, and whether you allow trial registrations in case a class is already filled to its maximum capacity:

You can also limit trials for class or for a student on your class trials page, just enable this option in general Trial settings:

Then go to the Class > Trials (Class tab) and enter your trial limits here:

How to enable trials for classes?

New classes:

When you create a new class, you can make it available for trial lessons by ticking the box 'Allow lesson trials' under the class details:

Existing classes:
You can enable trials for classes via group action, just open the general classes list, select all classes or only those you'd like to make available for trials:

And then in 'Group actions' pick 'Enable Trial Lessons':

OR head to a class you'd like to make available for trials. Click on the class, and then on the Trials tab:

Then tick the box "Allow trial lessons":

After that, the class will become available for trial bookings. If you offer paid trial lessons follow our Paid Trials guide.

At this point, the system also generates a link for this class, which leads to booking trials for this specific class.

How does it look for customers?

Well, it depends. The process is slightly different for new and old customers.

Your potential customers, those who have never registered in your school, will use the link you just enabled in Trials>Settings, as they need to enter their data for the first time. Discover how to do this here.

Your already registered customers will use the Parent Portal. Additionally you can create lesson trials for these regular students. Discover here how.

How can I email my trialling students?

You can create a group email and send it to customers trialling this week/month or next week/month:

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