---
title: [V1] Trials
description: Set up and manage trials with custom pricing, dates, and registration options. Learn to publish, edit, or track trial participants easily.
---

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1. [Help Center](https://help.mystudio.io/?hsLang=en)
2. [Classic Version \[V1\]](https://help.mystudio.io/classic-version-v1?hsLang=en)
3. [Trials](https://help.mystudio.io/classic-version-v1?hsLang=en#trials)

# \[V1\] Trials

## Learn how to set up and manage trial options so that customers can try your services.

![](https://help.mystudio.io/hs-fs/hubfs/undefined-Jun-15-2026-02-48-45-2068-PM.png?width=17&height=17&name=undefined-Jun-15-2026-02-48-45-2068-PM.png) **V2 is here — no action needed.**  Your software has already been updated at no extra cost. Setting up trial memberships is now faster, easier, and more intuitive.   
See [V2 Trials](https://help.mystudio.io/v2-services-and-products-trials-overview?hsLang=en)and [V2 Trial management](https://help.mystudio.io/v2-manage-trials-and-trial-statuses?hsLang=en) to get started.

 

 

### **Overview**

Trials allow customers to try out your services before committing to a membership. Because of this it’s important to set up your trials similarly to the programs you offer.

 

---

### **Permissions and Accessibility**

#### **Staff Access:**

- **Admin** 
    - Full Access
- **Manager** 
    - Has access to view trial setup
    - Does not have access to edit
- **Staff** 
    - No access

#### **MyStudio Plan Restrictions:**

- None

 

---

### **Specifications**

#### Setup

Begin trial creation by going to services and products > trials and selecting “Add new trial option.” You will then have a choice to start the creation process from scratch or work from a template. You will then need to go through the following steps of creation:

 

![](https://lh7-us.googleusercontent.com/pw3-mjRwLi7BSbcgT7FKdx9MB_KKJTY8FVzR490T7hfnXY5Wa-lRGcu54U97t9cDvFexu7odxeGpThmQemSm1zmKEDxWASdVcluJXGe5Tfyogz6wuTRT8Ibj0N_l5H3ErC4m3s27WsofxKqFvyzeOAc)

**Details**

 

![](https://lh7-us.googleusercontent.com/VbrcjHRtKKH9K9fxdTrQ4_wXLnf3yjtR58yBaBBXvpvdFWTKpRZRQVerim4Y7VP1GLbDk7UQl5ZqY-YiilA76jE_kptr18pmjpi2Uhdkimh3_9-J8E7NyzQXLeHhR0ZxtaygV3ukcWGh-d6Nv60d-KY)

**Pricing**

 

![](https://lh7-us.googleusercontent.com/hh73Cdnk6kvTpOl4Rh-x0afJ8FFv6FvLCK-8jewYZoiXeJzOzFr1oEx91lOvMYtR5vJRjw6q9aqfryQ1MWMX7ACu2lLy3Zu92PYbTsQX2ZnEmwTQtk-L14SJdZlmIQCSPRJ4Vm0rJFt_BbNwWOWH5aU)

**Select Start Date**

 

![](https://lh7-us.googleusercontent.com/oMW7v2lXwz6WnMaRkw3sn9Wt8pb8TN_PM8c9O_8Du5IgH5hDIveQe-tD1GrrKBpSb0vHI3Mwfin8Y-JIvIISuQbZiMoP9zC2lxxdUEvvG3b70psse2QEAN3ZRsIPJ7BlsghVSKuT44neN6gziE-HblM)

**Registration Fields**

 

**![](https://lh7-us.googleusercontent.com/ay9_aJ0R4D34oWPt9_Jw8j2To0MUUh-Y_xhU9hB5B2u6x3Y7qjg-yqEWZny_SEzVJgafWd5YFaAZgE1TnQpM2XxuniZ4cfg9VYQEEv9duh6LK6DP-MMwftGrT26MFa1UD_t-lZ8EICzRBfFm0CGL-Zg)**

**Waiver and Agreements**

 

#### Manage and Settings

![](https://lh7-us.googleusercontent.com/f2TvtvvG0mjBAORQlJHg0l76a9aOps5pmtyd1xntRi1LCXawIUd5HNF2841QKO4iLAyCiMt1AuBtTrhgpsksbufVHmP4koAzKXLj8VOwbZEnnh9rjBQg1KzGPyYbmoe4iGvZCsevIcjIyItROYjDVS0)

 

#### Live

Trials that have been published will appear in the “Live” list. From this section, you can do the following actions:

 

- **Dots next to title**: hold and drag the dots next to the title in order to rearrange the trials in the order of preference.
- **Manage Participants (people icon)**: this will redirect you to All Customers > Trial participants to perform any actions from that section
- **Edit (pencil icon)**: this will allow admin or studio owner access to edit the trial setup, delete the trial if there have not been registrations, or unpublish the trial.
- **URL**: copy the URL of the specific trial to send to customers
- **Duplicate (paper icon)**: This will create a copy of the trial setup in drafts that you can edit from.

You will also see the amount of total registrations and net sales that have occurred for each trial.

#### Draft

Trials that have been started but not published, or have been unpublished, will appear in the “Draft” list. From this section you can do the following actions:

 

- **Manage Participants (people icon)**: this will redirect you to All Customers > Trial participants to perform any actions from that section. This is really only applicable if the trial was published at some point prior.
- **Edit (pencil icon)**: this will allow admin or studio owner access to edit the trial setup, delete the trial if there have not been registrations, or unpublish the trial.
- **Duplicate (paper icon)**: This will create a copy of the trial setup in drafts that you can edit from.

You will also see the amount of total registrations and net sales that have occurred for each trial if they had been published at some point prior.

 

#### Settings

The settings section will present you with general settings that encompass all trials.

 

![](https://lh7-us.googleusercontent.com/sSBFGZ4eQHphgOmPGnCtabgnKu5zwrNpf77gUMr_wKJ0Wjg_9Ig7obQ2SKRSemBki3TxdIqfS76PoOPXdkMxxOy5e9V7IGS1q6ZvNmbpe2WK8yvQYeD4CEXZGXXjVtItkaDjzQkjOb8FTKRzfW_CH6I)

**General Settings**

 

![](https://lh7-us.googleusercontent.com/qsIoJjtHVEnJAIvgiJk8OXoEIaFLKxOMDGa_zNHBFnMlTK_cOPKhglTL5Ep9xYIdXQighYMF95kAPGgkJKcUXV0n7RA9sE4raFVWHK5fcYsemKFCoHeC9hWRcrvegxe692VSQxm45dL7BU4f-DrbJ14)

**Tax and Processing Fees**

 

![](https://lh7-us.googleusercontent.com/1TvFF38vacqi2jaGkEJyzQGX2A0-oB5oQAUn6cavRLAAhMXRypFMKqLafVE1kQ-94CP19j9pSSJ7TKn3LpXiFMPmI97i37I2o95wSH9m7R5SEh3HFUzLtgE4vwLR0R3IUVFby2_rF5rWtp_h5B9UceU)

**Source**

Google Ad and Facebook Ad, if you have integrated these accounts with MyStudio, will be captured as a source automatically, even if “source” is turned off.

 

 

![](https://lh7-us.googleusercontent.com/0FLLP32pmwxKzkPxFCYRED9xZ1xtXJfiHwEPZd2iFik830IVxAsw62XESYu3xJ6b_0xw3vKhoppgmnR_7qyJ5np59iz3piyISFZs4a1yIxyNYQaadbVlAXaVyOH3m9FexGVptMSV1Qx5YcFKxlMoaKk)

- **Status**

These statuses are shown in your trial analytics and conversion table and can be used for specific campaign setups. 

 

**NOTE:** Status updates must be done manually. For example, if a trial member registers for a program, you’ll need to manually change their status to “Enrolled.” Bulk updates are not supported.

However, you *can* set up an automation that will automatically update a trial member’s status to “Enrolled” if their phone number or email matches an active membership.  
Learn how to set this up here: [Trial Status Conversion Automation](https://help.mystudio.io/trial-status-conversion-automation?hsLang=en)

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