[V2] Create a trial

Updated: May 26, 2026

 

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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

 

 

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Have in mind what kind of trial you would like to have:

• Free or paid

• Trial length (days or weeks)

• Any discounts you want to offer

• Start date method: a specific class, open calendar, or registration date

• Custom registration fields (optional)

• Waiver and agreement text

 

 

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1. Go to Services and Products > Trials.

2. Select + Create New.

    

   

   
    

3. Choose Custom or Template.

 

 

 

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Fill out the details section:

• Title (required): The name customers see

• Subtitle: Extra content (e.g., age range)

• Image: An image customers see

• Registration redirect URL: Where customers land after registering

• Description: Short description of what's included

 

 

 

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Set the price:

• Free trial: Keep Trial price toggled off

• Paid trial: Toggle Trial price on

 

Set the duration:

1. Enter a number

2. Select day(s) or week(s)

 

This will be how long the customer can access the trial.

 

 

 

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Discount codes are optional. Customers apply them at checkout.

 

To add a discount:

1. Click + Add new
2. Under Discount name, type in the name customers will see
3. Under Discount value, enter a number
4. Select % icon for percentage off, or $ sign for a dollar amount off
5. Click Save

 

 

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Pick one of the following options:

 

 

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Registration fields collect information from customers at checkout.

 

System fields (first name, last name) are included by default. You can also toggle:

• Date of birth: on or off

 

To add a custom field:

1. Click + Add new

2. Under Field name, enter the prompt for the customer.

3. Use the toggle to mark the field as required or optional.

4. Click Save

 

 

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The waiver section displays terms or agreements customers must accept at checkout.

 

To add a waiver:

1. Click + Add new

2. Paste or type the waiver text

3. Click Save

 

 

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Once you are ready to publish the trial:

1. Click Save and publish
2. You will be taken to the live trials view.

 

 

 

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• Trials overview

• Manage trial participants

• Trials Troubleshooting

• Trial status conversion automation

 

 

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Still need help? Contact your MyStudio account manager or reach out to our support team.

 

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