Trial classes

Trial classes let prospective members experience your club before committing to a membership. When someone signs up through your public club website, they go through a guided flow that collects their information, presents your trial contract, and optionally lets them pick a class time -- all without any manual work on your end.

How the trial flow works

The trial sign-up form is available on your public club website. When a visitor fills it out, the following happens:

1. Form submission -- The visitor provides their name, email, phone number, and selects a discipline of interest.
2. Trial contract -- Before submitting, the visitor must accept your trial contract. The contract text is shown in a modal, and a checkbox must be checked to proceed.
3. Lead creation -- A new lead is created in your system with the status "New".
4. Contract PDF -- The accepted trial contract is rendered as a PDF and stored for your records. The PDF title comes from your contract configuration, so you can customize it.
5. Time selection (optional) -- If enabled in your club website settings, the visitor sees a list of upcoming class occurrences and can pick a preferred time for their trial.

Time selection

When time selection is enabled in your trial settings, the confirmation page after form submission shows a list of upcoming classes. The list is filtered by the discipline the visitor selected in the form and only includes future sessions.

The visitor is told that choosing a time is optional -- if they skip it, the lead is created without an occurrence and your team can follow up manually. When a time is confirmed, a second confirmation message appears and the class occurrence is saved on the lead record.

Trial contracts

The trial contract is stored in the contracts table with the type set to "trial". You can edit the contract text from your club settings. Key points about trial contracts:

• The contract is presented in a modal on the public trial form
• The visitor must check a box to confirm acceptance before submitting
• Upon submission, the contract is rendered to PDF using the same generator as member onboarding contracts
• The PDF file name starts with a slugged version of the contract title
• The file is stored and linked to the lead record
• The exact time the visitor accepted the terms is recorded

Downloading a trial contract

From the Leads page, open the quick view drawer for any lead who accepted the trial terms. A download link appears, allowing you to retrieve the signed contract PDF. This is useful for your records and for any legal requirements around trial class liability.

Rescheduling a trial

If a lead needs to change their trial class time, you have two options:

• From the Kanban board -- Drag the card to trigger a reschedule, which opens the occurrence picker modal with the existing class pre-selected.
• From the quick view drawer -- Click the Reschedule button on a scheduled lead. The same occurrence picker opens, showing available classes filtered by the lead's preferences.

After the trial

Once a lead has attended their trial class, move them to the "Attended" column on the Kanban board. From there, the typical flow is:

1. Move to "Considering" while the lead decides
2. When ready, move to "Converted" and use the Create Member button to convert them into a full member

If the lead does not show up, move them to "No show" and follow up. If they are not interested, move them to "Not interested" or "Lost".