Trial memberships make tracking your new members easy
Trial memberships are just like regular memberships, but they give you more control when onboarding new customers.
You'll be able to manage your trialling members in places like:
Building custom reports, and sending bulk messages
In Automations, for example when a trial membership is starting, or coming to an end
In the Active Member dashboard report
You can toggle a membership's "trial" status at any time, so it's easy to change an existing membership to a trial membership (or vice versa) at any time.
To set up your trial membership:
Head to Settings > Memberships
Set up your membership as you would normally do here, when setting up an upfront payment membership
Include expiry dates and restrict class access to your event type, where applicable
Check Is this trial membership plan? setting
When the trial membership has been added, you'll see the trial status on the member's profile:
For any further questions or queries, please don't hesitate to contact support via support@clubworx.com