Enrolling for Trial Lessons - for Potential Customers

Learn how potential customers can easily sign up for trial lessons and explore your class offerings.

Once you've enabled and configured your Trials feature in your Class Manager account, potential customers can effortlessly register for trial lessons to experience your classes firsthand. 

Here's how the process works:

For Admin:

1. Locate the trial registration link. This can be easily copied and pasted onto your website and shared across your social media platforms.
   1. Click < to the right of Classes.
   2. In the expanded menu click Trials and go to the Settings tab.
   3. Click the Copy Link button. You may also open the link in a new browser window to preview how the registration page appears for potential customers.
2. Once customers or students register for a trial, you'll find them listed in your trial registrations. To manage trial registrations:
   1. Click < to the right of Classes.
   2. In the expanded menu click Trials.
   3. From the list, select the checkbox on the left of the student's name. You'll have the option to Cancel the trial, Mark as Paid, or Enrol them.

If they decide to join the class permanently, you can approve their profile, and they will be added to your list of regular customers or students.

1. Click < to the right of Customers.
2. In the expanded menu click Trial Registrations. Here you'll find a list of customers with students trialling your classes.
3. From the Trial Registrations list, check the box next to the customer's name who wishes to continue taking your classes regularly.
4. Click on Approve Selected and confirm the approval to transition them from trial status to active participants. Or click on the Approve and enrol button to attach their student to the class. Their linked student profiles will also be approved.
   
   Once approved, these students will be listed among your regular students, and depending on your settings, they will also receive a welcome email with the invitation to log in to the portal for seamless class management.

If they decide to NOT to  join the class permanently, you can delete their profile, and they will be removed from the system.

a. Check the box next to the customer's name who wishes NOT to continue taking your classes regularly.
b. Click on Delete Selected and confirm the Delete action. Once done, the trial customer and student will be removed from the system together with their information.

By following these steps, potential customers can easily register for trial lessons, providing them with a convenient way to explore your class offerings before making a commitment. If you have any further questions, feel free to ask! 👍

If you haven't set up your trials yet, follow the link here to see ➡️ How to set up class trials.