Adding a Trial from Member Profile

How to Add a Trial to a Member from Their Profile #

1. Open the member profile and start a new trial 0:00

• From the member’s profile, click Add Trial.
• This opens the class selection screen so you can choose which class the member will trial.

2. Choose an eligible class for the trial 0:16

• Select a class for the member to trial.
• In the example, Tuesday 4:00 PM is chosen because the member is already enrolled in Monday 4:00 PM.
• The system does not allow booking a trial into a session the member is already on.

3. Select the trial date and confirm 0:29

• Choose the trial date.
• Click Add Trial to save the booking.
• After saving, a new Trials section appears under the Classes area.
• The member’s trial is now visible there, including the scheduled date and time.