Offering a Trial Plan is a great way to let potential clients get a feel for the class and see if it meets their needs before committing to a subscription.
Follow these steps to add a trial plan:
- Navigate to the Home Page
Find the Quick Actions section. - Access the Trial Tab under Plans
Click on Plans to open the plan listing page and then go to Trial Tab. - Click on the Add Plan button
- On the New Trial Plan page, enter a Plan Title (e.g., Zumba Demo Session).
- Specify the Duration for the trial plan (e.g., 1 day).
- The Plan Fees field is prefilled as 0 and cannot be edited.
- Enable Auto-Renew
If you want the clients on this plan to be automatically renewed at the end of their subscription, enable the Auto-renew option. This is usually disabled for trial plans. - Set Plan Visibility – Choose who can see the plan on your spyn CONNECT Page
- Clients of that plan – only your logged-in clients can see the plan details on the spyn CONNECT page/app.
- Everyone – all visitors to your spyn CONNECT page can see the plan. They need not be signed in.
- Restrict Start Date for Online Booking
Useful when online booking is enabled in settings.
Enable the Restrict start date option when client books online if you need them to have their sessions on specific days. This option is available if, under settings, you have enabled the option of online class booking for clients on the spyn CONNECT page. The different types are:- Periodic – Example – If you wish that all your clients’ trials should be on the 1st of every month, then enter 1 here and select the month option. When a client books an online trial class using this plan, they will be made to select start date from a list of dates that are 1st of every month.
- Use default value from settings where you can set the start dates you wish to enforce for trial sessions.
- Specific Date: Manually set 1 or more start dates for clients to select from.
- Add Plan Information
Enter notes in the Plan Information section (e.g., “Bring your own sports gear for the demo.”). This will be shown to clients on the spyn CONNECT page and in the email confirmation. - Add Labels
Label can be used to group your plans. For example, label all plans for Advance level as Advance Level. On Connect app and page, you can show these plans with label filter and the website visitors will be able to easily filter using Labels. You may group by levels, duration, etc. - Assign Classes to the Plan
Select one or more classes to link with the trial plan so that clients can choose sessions when enrolling. - Click SAVE to finalize.
Click here to learn more about how to add a subscription plan and here to add a onetime plan.