Registering 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 bee 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.
  3. 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 Students.
    2. In the expanded menu click Trial Registrations. Here you'll find a list of students trialling your classes.
    3. From the Trial Registrations list, check the box next to the student'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 them to the class.
  4. 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.

For Potential Customers:

  1. Follow the provided link to access the trial lessons.
  2. Browse through the list of available classes and select the one you are interested in. You can use filters such as student age, venue, or season to refine your search. Alternatively, utilize the search bar for quicker navigation.
  3. Upon clicking on a specific class, you'll see detailed information and the option to choose your preferred day and time for the trial lesson.
  4. After choosing your desired trial lesson, you'll be directed to a page where you'll need to fill out your contact details and your student's information.
  5. If the trial requires payment, you'll be redirected to the payment page to complete the transaction. For free trials, you can skip this step.
  6. Upon successful payment (if applicable), you'll receive a confirmation email confirming your registration for the trial.
  7. The day before the trial, you may receive an automated email reminder about your upcoming trial lesson (depending on the school's settings).
  8. And lastly, attend the trial lesson and have fun! 

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.