š Overview
Free trials are an effective way to acquire new customers and introduce them to your activities. You can offer free trials for Semester activities and Camps/Events. Providers select which activities to offer free trials for at the activity level.
When a customer books a free trial, they'll receive an automatic email one hour after their trial class ends. This email encourages them to book another class with your business. You can enable or disable this email in your account settings.
ā ļø This feature is included in the Grow and Scale pricing plans. It is not included in the Launch plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
š„ Free Trial Offer Video
š ļø Setup
Learn how to enable free trials, configure follow-up emails, and manage trial access for your customers.
š” Adding Free Trials to Activities
Click the arrow to learn how to add free trials to activities
Click the arrow to learn how to add free trials to activities
Navigate to Schedules
Create or click into a scheduled activity
Navigate to the Pricing section
Find Activity Promotions
Toggle Free Trial Offer on
Press Save
Once enabled, activities will display a "Free Trial Offer" label on your widget. You can preview this by clicking into an activity's live link through your provider portal.
š Configuring Automatic Follow-Up Emails
Click the arrow to learn how to enable an automatic booking reminder to customers who have completed a free trial.
Click the arrow to learn how to enable an automatic booking reminder to customers who have completed a free trial.
Navigate to your account menu
Click into Settings and then select the Email tab
Find Free Trial Follow Up Email
Toggle on to enable this email
Toggle off to disable this email
Your account will automatically save the toggle's status.
Email Preview:
Subject Line: Loved your trial with [Business Name]? Book a class today
Link Destination: The email will direct customers to your full schedule
š„ļø Manually Granting Additional Free Trials
Parents can book one free trial per attendee, but you can override this rule on behalf of a customer as needed. There is no limit to how many trials you can manually book for a client.
Click the arrow to learn how to manually grant additional free trials
Click the arrow to learn how to manually grant additional free trials
Navigate to Upcoming
Select a scheduled activity
Click the + New Order button in the upper right corner
Select the Child to enroll
Select Free Trial Offer
Enter the Date of the free trial
Select Email Confirmation
Add any relevant Order Notes
Press Place Order
š Reporting
Learn how to access and use the free trial report for your activities.
About the Free Trial Report
The free trial report includes the following information for all customers who have registered for a free trial:
Activity Name
Order Number
Trial Date, Time, and Location
Instructor Name
Attendee Name
Parent Name and Email
Converted (whether the customer booked a paid class after the trial)
Second Order Date
Time to Conversion
š Accessing from the Roster
This report will give you free trial data for a specific activity.
Click here to learn how to access the report from the roster
Click here to learn how to access the report from the roster
Navigate to Upcoming
Select into a scheduled activity's roster
Click the three-dot menu on the right side of the roster
Select Download Reports
Find Free Trial Report and click the download button
You'll receive an email with this report shortly
š Accessing from the Schedules Page
This report will give you free trial data across a specific semester.
Click here to learn how to access the report from the schedules page
Click here to learn how to access the report from the schedules page
Navigate to Schedules
Select Export
Find Free Trial Report and click the download button
You'll receive an email with this report shortly
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
What activities can I add free trials to?
Click the arrow to see the answer
Click the arrow to see the answer
You can add free trials to Semester activities and Camps/Events.
How do free trials affect class capacity?
Click the arrow to see the answer
Click the arrow to see the answer
Free trials count toward the overall class-roster capacity for that class-day. (You can place orders for bookings that exceed the capacity using the New Order button.)
Can you set up free trial classes that are only for free trials?
Click the arrow to see the answer
Click the arrow to see the answer
You can! However, this feature is designed to let students drop-in to a paid class for free. If you want to set up a free trial class that is only for free trials, you can also create a free activity.
For a multiday class, is the free trial for multiple days or just one?
Click the arrow to see the answer
Click the arrow to see the answer
A free trial is always for a specific single day and the customer will select which day they want as their free trial day.
What if we have students signing up for a free trial to a program, but due to low enrollment, we have to cancel the program?
Click the arrow to see the answer
Click the arrow to see the answer
Thatās up to you! Just like the rest of the students who are already enrolled in a program that you have to cancel, you may want to reach out to the customer and offer an alternative. If you use the transfer feature to move them to a new roster, theyāll still have the free-trial label next to their name. Free trials are a great place to build customer relationships and leave a great first impression ā so be mindful of interactions you may have with new customers.
Is it possible to do a nominal fee trial instead of a free trial?
Click the arrow to see the answer
Click the arrow to see the answer
As it stands, free trials are free and cannot be created with an associated fee. There are some workarounds though! Please reach out to [email protected] and we can workshop ideas with you. A common option is to use coupon codes.
How many free trials can be offered to a customer?
Click the arrow to see the answer
Click the arrow to see the answer
At the moment, a customer can book 1 free trial for each attendee who has not previously booked at your business. Trials can be offered in any scheduled activity for Semesters and Camp/Event timeframes.
Please note that there isn't currently a way to limit free trials in a single order.
As a provider, you can manually offer additional free trials for customers that have previously booked or attended another trial class by using the āNew Orderā function in your Sawyer provider portal.
How can we limit the number of free trial students per scheduled activity?
Click the arrow to see the answer
Click the arrow to see the answer
At the moment there isnāt a way to control the total number of trials allowed in a scheduled activity as it is based on activity capacity. However, as a best practice, we recommend turning on the free trial setting at the start of enrollment periods. This allows you to generate new customer interest and conversions when you need it most. If enrollment begins to fill up in a specific day and time, you may decide to toggle off the setting to prevent additional trials beyond a specific date.
How do activities with free trials appear on my widget?
Click the arrow to see the answer
Click the arrow to see the answer
Great question! Activities that offer free trials will appear on your widget with a blue Free Trial Offer label.