Adding Trial Memberships to a Prospect

April 16, 2019

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Trial Memberships allow your prospect to easily choose a class they are interested in.

 

Active Prospects Page

  1. Hover over the Prospects tab and click on Active Prospect

2. Find the prospect to which you want to add the trial membership

3. Once you have found the prospect, click on the blue link that says Trial Membership.

4. There is a drop down for you to set the number of attendances for this trial membership

    • The membership will end when the trial period hits the end date
    • OR the prospect attends the set number of attendances

Prospects Profile

  1. After you have found the prospect, click on their name to reach their user profile
  2. On the top right of the profile there is a blue link for Trial Membership
  3. This will bring up the calendar mentioned in the section above and repeat the same steps to create a trial membership for this prospect

To learn how to add Trial Memberships from your website or social media, check out our Biz-Builders!Read More

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