A trial plan lets prospective clients experience your classes before joining a regular coaching plan.
For example, a football academy could offer a One-Day Football Trial, linked to its morning and evening classes.
Trial plans are free. The Fee is set to 0 and cannot be edited.
Understand the difference between a trial plan and a client’s subscription
- Add Client: Create the person’s profile.
- Add Trial Plan: Create a reusable trial package and link the classes available under it.
- Add Subscription: Enrol a client using the trial plan, selecting their classes and dates.
This article covers trial classes offered by your business. Your business’s free trial of the spynPRO software is separate.
Quick steps
- Go to Plans and open the Trial tab.
- Select Add Plan.
- Enter the trial title and duration.
- Add a description if required.
- Expand Add more details to configure optional settings.
- Select Add to proceed to Link class.
- Select the classes available under the trial plan.
- Select Save.
Detailed instructions
Step 1: Enter the plan details
Under Basic details, complete the following fields.
Title
Enter a clear name that describes the trial.
Examples:
- One-Day Football Trial
- Beginner Yoga Trial
- Weekend Dance Trial
Duration
Set how long the trial is valid.
For example, select 1 Day for a one-day trial. The duration defines the trial period. It does not specify the number of sessions. Class schedules determine when sessions take place.
Fee
The fee is fixed at 0 and cannot be changed.
If you want to charge for an introductory coaching package, create a subscription plan with the required fee instead.
Description — optional
Explain what the trial includes and what clients should know before attending.
Example: Try a beginner football class with our coaching team. Wear sports clothing, bring a water bottle and arrive 10 minutes before the session.
Add more details — optional
Expand Add more details to configure the following options.
Allow online booking
Enable this to let clients book the trial through the spyn CONNECT app or page.
When enabled, choose the allowed start dates for online bookings:
- Periodic: Restrict trial start dates to recurring intervals.
- Use default values from settings: Apply the start-date rules configured in Settings.
- Specific date: Restrict the trial start date to a fixed calendar date.
Use these options when trials should start on particular dates.
Autorenew clients of this plan
Enable this if clients’ trial subscriptions should renew automatically at the end of their validity.
For a trial intended to end after one trial period, leave this option off.
When a client decides to join regular coaching, add a subscription using the appropriate coaching plan.
Visibility on spyn CONNECT
Choose who can view the trial plan:
- Everyone
- Clients of this plan
Choose Everyone if prospective clients should be able to discover the trial.
Visibility and online booking are separate settings. Visibility controls who can see the plan; Allow online booking enables clients to book it online.
Label
Select a label to organise the trial plan into a useful category, such as Beginner or Football.
Step 2: Link classes to the trial plan
After reviewing the details, select Add to proceed to Link class.
Select the classes that clients can attend using this trial plan, then select Save.
For example, link One-Day Football Trial to your morning and evening beginner classes.
Linking classes makes them available under the trial plan. It does not automatically enrol a client in every linked class. When adding the client’s subscription, choose the classes they will attend.
Example: One-day football trial
| Setting | Example |
|---|---|
| Title | One-Day Football Trial |
| Duration | 1 Day |
| Fee | 0 |
| Linked classes | Morning Beginner and Evening Beginner |
| Auto-renewal | Off |
| Visibility | Everyone |
| Online booking | Enabled if clients should book themselves |
Create the trial plan once and use it for clients who want to try your coaching.
When enrolling a client, select the trial plan, their class and the trial start date.
Frequently asked questions
Can I charge a fee for a trial plan?
No. A trial plan’s fee is fixed at zero. Use a subscription plan if you want to offer a paid introductory coaching package.
Do I need a separate trial plan for each client?
No. You can use the same trial plan for multiple clients. Each client has their own subscription and dates.
Does a one-day trial mean one session?
The duration controls how long the trial is valid. It is not a session-count setting. Check the linked class schedule to ensure it matches the trial you intend to offer.
Can I link more than one class to a trial plan?
Yes. Link the classes that should be available for trial enrolment.
Can prospective clients book the trial online?
Enable Allow online booking and choose the appropriate start-date rules. Set visibility to Everyone if prospective clients should be able to see the plan.
Should I enable auto-renewal for a trial?
Leave it off if the trial should end after its initial period. Enable it only if you intend trial subscriptions to renew.
What should I do when a trial client joins regular coaching?
Use the existing client profile and add a subscription using the appropriate coaching plan. Select their classes, dates and applicable fees.
Is this the same as the spynPRO free trial?
No. A trial plan is for clients trying your business’s classes. The spynPRO free trial lets your business evaluate the software.