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[V2] Create a trial

Set up a free or paid trial in 8 quick steps.

Updated: May 26, 2026

Table of contents

 

 

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

 

 

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Before you start

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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Step 1: Start a new trial

  1. Go to Services and Products > Trials.

  2. Select + Create New.

     

    Screen Shot 2026-05-19 at 15.58.30 PM


     

  3. Choose Custom or Template.

 

Screen Shot 2026-05-19 at 15.50.36 PM

 

 

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Step 2: Details

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

 

Screen Shot 2026-05-22 at 10.56.55 AM

 

 

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Step 3: Pricing and duration

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.

 

Screen Shot 2026-05-22 at 13.59.32 PM

 

 

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Step 4: Discounts

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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Step 5: Select start date

Pick one of the following options:

Option

What happens

Custom classes

Customer picks a preselected class day and time from the calendar. The selected day becomes their trial start date.

Open calendar

Customer picks any class day and time from the calendar. The selected day becomes their trial start date.

None

Trial starts the day they register.

 

 

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Step 6: Registration fields

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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Step 7: Waiver

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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Step 8: Publish

Once you are ready to publish the trial:

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

 

Tip: After publishing, preview the trial to confirm it displays correctly. Click the three dots to the right of the trial, then click Preview.

 

 

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