Setting Up Paid Trials

Find out how you can set up paid trial lessons.

In this guide, we'll walk you through the process of setting up paid trials on your Class Manager account. Offering paid trial lessons is a great way to attract new customers and generate revenue for your classes.

Firstly, ensure that you have enabled trial classes on your account. If you haven't done so yet, refer to our guide on ➡️ Setting Up Class Trials.

Additionally, you'll need to enable Stripe (debit/credit card) as a payment method to allow customers to pay for trial lessons online during booking.

Enable trials and set price:

1. Click < to the right of Classes.
2. In the expanded menu click View All.
3. Select the season and locate the class (or use the global search feature).
4. Navigate to the Trials tab.
5. Check the box Allow Lesson Trials.
6. Enter the trial lesson price.
7. Remember to Save all settings after making changes.

What if I don't use Stripe (debit/credit card) as a payment method, can I still offer paid trial lessons?

You can still manage and accept trial bookings. Here's how:

Online booking (customers book online via parent portal or trials link)

1. Enable trials and set the price as described above.
2. Once a customer books trial lessons online, they will receive an invoice via email along with your available payment methods. They can also see and download the invoice via the Billing section if they are booking through the parent portal.
3. Once they've paid, go to your lesson trials list to mark it as paid:
   1. Click < to the right of Classes.
   2. In the expanded menu click Trials.
   3. Toggle the Status to Inactive and use the search bar to quickly locate them.
   4. Check the box on the left of the student's name, then click Mark as Paid.
4. Their trial will now become Active.

Manual adding (you create a trial as admin)

1. Enable trials and set the price as described above.
2. Go to the student profile:
   1. Click < to the right of Students.
   2. In the expanded menu click View All.
   3. Locate the student's profile that you wish to add a trial for.
   4. Open their profile by selecting their name, and going to the Lessons tab, you'll find an option to Create.
   5. Select the relevant season, class, and lesson day and time they are trialling.
   6. If the customer has already paid, tick Mark as Paid. If not leave the box unchecked. Click Create Lesson Trials after.
   7. Confirm by clicking Create.
3. Customers will receive an email asking them to complete the payment. Once received, mark their trial as paid in your trials list as described above.

If you'd like to explore the booking process for potential and regular customers, please check the below:

➡️Registering for Trial Lessons - for Potential Customers

➡️Registering for Trial Lessons - for Existing Customers

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

By offering paid trials, you can attract new customers and provide them with a seamless booking experience. If you have any further questions, feel free to ask! 😊