Trial Products allow you to offer prospective clients a free trial of your services without using an active client seat. They are a great way to introduce prospects to your coaching experience, help them explore your services, and support conversion from prospect to paid client.
Trial Products are available exclusively with the Business Add-On.
What is a Trial Product?
A Trial Product is a free product that can be created through the Business Add-On.
Trial Products allow prospective clients to access your services for a limited time without counting as active coaching clients during the trial period. This helps businesses engage leads, offer a sample of their services, and create a smoother path from prospect to paid client.
Trial Products can include:
- A defined trial duration
- Included sessions, such as PT sessions or classes
- Product start/ end automations
- Direct checkout links for sharing with prospects
Note: Trial Products are only available to new clients.
How to Create a Trial Product
Before creating a Trial Product, make sure that Stripe Payments are configured and live in your account.
Trial Products are created from the Payments area and require payment setup to be completed first, even though the product itself is free.
1. From your ABC Trainerize web account, navigate to the Payments tab.
2. Select Products from the secondary column menu.
3. Click the blue + Add Product button.
4. In the product setup window, set the product type to Trial.
5. Enter the trial product name and description.
6. Set the product duration. This determines how long the trial will last.
7. To include sessions in the trial product:
- Click +Add Session
- Select the Event Type (PT session, class, etc.)
- Enter the Number of sessions
- Set the Expiry date for the session(s)
8. Choose whether to feature the trial product on your Trainerize.me page by toggling the visibility option ON or OFF.
9. Select Set Up Automation to configure what happens when the trial starts and ends.
Trial Product Automations
Trial Products can include automations that help streamline the client experience. You can set the actions that you would like to happen automatically from the moment a client signs up for your free trial.
Product Start Automation
Product start automations are triggered as soon as a client signs up for the trial or is assigned the Trial Product.
You can select the actions you want to happen automatically when the trial begins, such as assigning a. program or assigning a trainer.
Product End Automation
When the Trial Product ends, the client is automatically downgraded to a Basic client. Basic clients do not take up active client seats.
Once you have set up automation for your trial product, select the blue SAVE button. Click Add to create the Trial Product.
How Prospective Clients Sign up for a Trial
Prospects can sign up for a Trial Product in two ways:
- By selecting the Trial Product from your Trainerize.me profile, if the product is visible.
- By using a direct Trial Product or checkout link shared by the business.
Prospect Sign Up Through Trainerize.me
If you have toggled the option to ON in the product settings, your trial product will be visible on your Trainerize.me page.
When a prospective client selects the Trial Product, they will be prompted to enter their information and complete signup through the checkout page. Note that Trial Products are only available to new clients only.
Sharing a Direct Link to a Trial Product
You can also share a direct Trial Product link with prospective clients.
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Navigate to Payments tab and select Products.
- Locate the Trial Product you want to share.
- Click the chain link icon next to the product.
- Select either:
- Copy Product Link
- Copy Checkout Link
You can share or embed your Trial Product link anywhere you connect with prospective clients, such as:
- Client referral campaigns
- Announcements
- Social media bios
- Paid advertising campaigns
- Direct messages
- Emails
- Website buttons or banners
You can share or embed your Trial Product link in the places where you connect with your prospective clients most:
- Link your trial product with Client Referrals so your existing clients can recommend you to their friends and family!
- Feature your trial product on a banner and send push notifications with the announcements feature!
- Embed your trial product link on in your bio on social media.
- Use the links in paid advertising campaigns to catch the eye of potential clients (like in a Facebook Carousel ad).
- Send the link to your trial product directly to prospective clients in their DMs!
Manually Assigning a Prospect to a Trial Product
You can manually assign a Trial Product to one or more prospects. This allows you to start a prospect’s trial directly, without requiring them to sign up through your Trainerize.me profile or a shared Trial Product link.
Before assigning a Trial Product, the Trial Product must already be created in the web version of ABC Trainerize. If no Trial Products have been created yet, you will need to create one before proceeding.
On Web:
On your ABC Trainerize web account, navigate to the Prospect folder from the Client grid.
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Select the prospect you want to assign a Trial Product to.
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Select the Change Type drop-down from the menu, and choose Assign a Trial Product.
Select the trial product to assign to the client. Note that if the Trial Product has not yet been created, this has to be done first.
Click Assign.
On Mobile:
Navigate to the Clients tab.
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Filter the client list by Prospect clients.
Select the prospect to open their summary card.
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Tap the three-dot menu in the upper-right corner.
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Select Assign a trial product.
Choose the Trial Product you want to assign.
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Tap Save.
Once the Trial Product is assigned, it will start immediately. The prospect client is moved to the Coaching client folder with a Trial label, receives an email with an invitation link to create their account, and their trial period begins.
Where to View Trial Clients
Trial clients appear in your client list with a "Trial" label.
On Web:
- Navigate to the Client tab to view all clients.
- Trial clients will be visibly tagged with a "Trial" label.
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To view trial clients only, select ADD FIlTER > By Type > Trial Client.
Once the filter is applied, your client list will only show your trial clients.
On Mobile:
- Navigate to the Clients tab to view all clients.
- Trial clients will be visibly tagged with a "Trial" sticker.
- To view trial clients only, tap the filter icon and select Client Type > Trial Client.
- Tap Add to view a filter list of your trial clients.
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Upgrading Trial Clients After Their Trial
Clients can be manually upgraded to a coaching or other client type via the client grid. If you manually change a trial client to another client type this will immediately end their trial. To learn more about how to manually change a client type, visit: What are the Different Client Types?
If a trial client decides to buy a product on their own or is sold a main/add-on product during their trial period– their trial will run its course before the start of their next product.
Once the new product starts, they will be converted to a coaching or other client type based on the product automation settings of the product purchased.
Do Trial Products Appear in Invoices and Sales History?
Yes! Trial Product information will appear under payments in the invoices, transactions and sales tabs just as they do for other Products.
You can also view an individual client's specific transaction/signup information via their client card on the Sales and Invoices tabs.
