Trials

Trials track free or paid trial access without duplicating people. A trial should attach to an existing person whenever possible.

What this page is for

Trials track free or paid trial access without duplicating people. A trial should attach to an existing person whenever possible.

Who should use it

Front desk, sales, manager, trainers

Where to find it

/crm/trial-list

Before you start

Add New Trial searches and selects an existing person before trial setup is saved. If the person does not exist, create them from People first, then return to Trials.
Search and select an existing person first.
Use trial setup to choose the configured trial type, start date, preferred time, owner, channel, and source.
Trials list supports search plus filters for trial type, status, owner, channel, source, client rep, start date range, and end date range.
Trials table shows member name, channel, source, client rep, trial start date, trial end date, trial owner, and trial session progress.
Trial detail shows person/contact, current status, trial definition, session progress, owner, trial window, preferred time, and session history.
Trial status values are Scheduled, Active, Completed, Expired, No show, and Canceled. Status notes should explain why the lifecycle changed.
Trial session logging requires session date/time, status, and notes. Session status values are Booked, Attended, No show, and Canceled.
Export Trials exports the currently filtered trial list, so clear filters before exporting all trials.
Trial start/end dates must be valid dates, and the end date cannot be before the start date.
Log a trial session when the person actually attends. Booked sessions and attended sessions are different signals.
Trial progress shows sessions used against allowed sessions from the selected trial setup.
Log trial session records booked, attended, no-show, or canceled visit evidence.
Trial counters come from session allowance and logged sessions. Example: 1 of 3 means one session used out of three allowed.
A trial can be used for class booking only when the class allows trials, the trial is active/scheduled, the class date is inside the trial window, and session allowance remains.

Daily workflow

For walk-in trial: create or open person, create opportunity, create trial, optionally book trial appointment.
At visit: open trial row and log session as attended, no-show, booked, or canceled as applicable.
After trial: create follow-up task or convert through POS.
If a trial customer asks for another visit, check session progress and trial window first, then log/book the next trial session only if allowance remains.
When converting, open profile or POS from the same person and keep trial/opportunity evidence attached to the membership sale.

Watch out

Do not create a separate user from Trials just because the person came for a trial. Trials should reuse People records.

Use the left menu to open related pages in Sales and Trials.
Use Ask Docs for questions that are already covered in this public documentation.