Setting Up Class Trials

Learn how to set up trial lessons for potential customers and students

Setting up trial lessons provides an easy and convenient way for potential customers and students to experience your classes. Here's how to set it up:

1. Access Trial Settings and Enable Trials:
   1. Click < to the right of Classes.
   2. In the expanded menu click Trials.
   3. Navigate to the Settings tab.
   4. Toggle the switch to Enable trial lessons.
2. Configure Trial Parameters:
   1. Once enabled, a link will be generated allowing potential customers to book trial lessons.
   2. From the trial settings page, determine the number of trialing students per class and set trial registration limits as needed.
3. Enable Trials for Classes:
   1. Click < to the right of Classes.
   2. In the expanded menu click View All.
   3. Select the relevant season.
   4. Check the box of the class you want to offer trials or select all, then click Group Actions.
   5. In the expanded menu click Enable Trial Lessons.
4. Limit Trials for Classes or Students:
   1. You can further customize trial settings by limiting trials for specific classes or individual students.
      1. Click < to the right of Classes.
      2. In the expanded menu click View All.
      3. Select the relevant season and open the class by selecting it.
      4. Head over to the Trials tab.
      5. Set trial limits by entering the number on Trial Max Capacity Per Student or Trial Max Capacity Per Lesson.
         Example: 
         - Setting “Trial Max Capacity Per Student” to 2 means each student can only attend a maximum of 2 trial sessions for this class. 
         - Setting “Trial Max Capacity Per Lesson” to 5 means each lesson can have no more than 5 trial students.
      6. Remember to Save your changes.
5. Locating Trial Links:
   1. Once trials are enabled for a class, a unique link is generated allowing potential customers to book trial lessons for that specific class. You can find it on the class page in the Trials tab.
   2. Additionally, a general trial lessons link can be found on your trial settings page. All your available trial classes are displayed.
      1. Click < to the right of Classes.
      2. In the expanded menu click Trials.
      3. Navigate to the Settings tab.
      4. Click Copy Link and paste it onto your website or share it across your social media.
6. Booking Process for Customers:
   1. New customers can use the generated link to book trial lessons. Existing customers can book trial lessons via the Parent Portal. If you'd like to explore more, follow the links below.
      ➡️Registering for Trial Lessons - for Potential Customers
      ➡️Registering for Trial Lessons - for Existing Customers
7. Emailing Trial Students:
   1. Communicate with trialing students efficiently by creating group emails and sending them to customers trialing within specific timeframes.
      1. Click < to the right of Classes.
      2. In the expanded menu click Create Email.
      3. Click Select Recipient Group.
      4. In the expanded menu select the customers trialing within specific timeframes, e.g. Customers - Trials (Last Week), Customers - Trials (Last Month) etc., that you would like to email.
   2. Additionally, you can enable trials reminders to remind them a day before their trial or set up automated trial follow-up emails to invite them to join the class. Follow the links below to learn how.
      ➡️Enabling Trial Reminders
      ➡️Setting Up Automated Trial Follow-Up Emails

If you need to edit or cancel a trial, refer to our guide here ➡️ Editing or Cancelling Trials

By following these steps, you can streamline the process of setting up trial lessons, making it easier for potential customers and students to explore your classes. 🙌