Free Trial Class Booking for Your Website

How it works

1. 1. 1

      Set up a trial schedule

      Go to CRM, Free Trial Class and create a new trial schedule. A six-step wizard covers the public title, what’s offered (description, course, instructor, duration and location) and availability, with a live preview of exactly what visitors will see.

2. 2

   Choose days, times and seats

   Set the available days and hours, seats per slot, slot interval, booking window and blackout dates. Each weekday can have its own hours, more than one time window and its own number of seats, and bookings are only accepted for slots that still have seats.

   
3. 1. 3

      Ask what you need to know

      Add standard contact fields, your own questions and consent checkboxes. Answers are saved to the lead’s notes and included in the confirmation email.

   2. 4

      Brand it and embed it

      Set colors, fonts and which course and instructor details show, then copy the embed code into your website. The widget needs no iframe, resizes to fit the page and works without page reloads. Families go from date to time to their details to confirm, in their own timezone.

4. 5

   Track every trial

   Each booking creates a lead with the source Free Trial and appears in the Trials list next to trials your staff add. Mark each one completed, no-show or cancelled, and a cancelled booking frees its seat right away. The Leads grid shows how many trials each lead has and how many were completed.

   

Who uses it